1.Detect deal stage change
Integrate Zendesk Sell and ticket routing tools to detect deal stage entry and capture deal metadata for CSAT routing.
Create CSAT ticket and assign to owner on unqualified deal
Automatically monitor deal stage changes across Zendesk Sell and Zendesk, and open CSAT-ready ticketing when unqualified stages are entered. Create and update when unqualified stage entered, contact reference missing, or owner email unavailable—so you can find contacts, create tickets, and assign agents without manual routing.
How this automation routes CSAT follow-up faster
When an unqualified deal stage enters, CSAT follow-up can stall and key context gets lost. This automation monitors deal stage changes and looks up contacts and agents, then creates tickets and assignments—so your team can drive timely feedback collection.
Zendesk Sellor swap with your favorite app
2.Find contact by email
Integrate Zendesk Sell and contact directory tools to search for the contact by email and return contact details.
3.Find or create user
Integrate Zendesk and identity mapping tools to map contact fields and create a Zendesk user when none exists.
Zendeskor swap with your favorite app
4.Find agent or fallback group
Integrate Zendesk and agent directory tools to locate the agent by email and fall back when unavailable.
5.Create and assign CSAT ticket
Integrate Zendesk and ticketing tools to create the ticket, add key context in the first comment, assign ownership, and apply a CSAT tag.
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Accelerate ticket resolution with automated assignment rules, priority routing, and queue updates
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