1.Detect updated ticket satisfaction
Integrate Zendesk and ticketing tools to detect ticket satisfaction updates and capture ticket ID for the workflow.
Update case records with ticket CSAT and comment
Automatically monitor updated ticket satisfaction across Zendesk and Salesforce. Create and update case records when satisfaction ratings change, satisfaction comment added, or ticket CSAT updatedβso you can refresh case fields, preserve satisfaction notes, and set satisfaction dates without manual data entry.
How this automation updates your case history
When a satisfaction rating comes in through Zendesk, delays can leave CS working from outdated case details. This automation monitors ticket updates and filters qualifying ratings, then fetches full satisfaction details and updates the matching Salesforce Caseβso your team can prioritize follow-up using accurate CSAT context.
Zendeskor swap with your favorite app
2.Filters qualifying CSAT ratings
Integrate Filter by Zapier and automation rules to continue only for configured positive or negative ratings.
Filter by Zapieror swap with your favorite app
3.Delays satisfaction retrieval
Integrate Delay by Zapier and timing controls to pause 1 minute so the satisfaction payload can settle.
Delay by Zapieror swap with your favorite app
4.Fetches full satisfaction details
Integrate Zendesk and reporting fields to get full satisfaction details and map the score and comment.
5.Updates matching case record
Integrate Salesforce and CRM case management to find the Case by ticket ID and update satisfaction fields.
Salesforceor swap with your favorite app
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