1.Detects new ticket in view
Integrate Zendesk, support ticket workflows, and view-based routing to capture ticket subject, requester, and tags for CRM intake.
Add new leads and log support requests to CRM
Automatically monitor new tickets in Zendesk across Copper. Create and update CRM records when tickets arrive or requester matches, so you can convert support signals into connected leads, keep activity context, and avoid manual copy-pasting.
How this automation turns support signals into CRM leads
When new support tickets arrive, slow handoffs can cause missed follow-up and unclear segmentation. This automation monitors ticket arrivals, finds or creates CRM contacts, and logs activities so your team can respond with the right context.
Zendeskor swap with your favorite app
2.Finds person by email
Integrate Copper, crm search, and email matching to look up an existing person record using the requester email.
Copperor swap with your favorite app
3.Creates activity on person
Integrate Copper, activity notes, and timeline tracking to log ticket subject and description on the matched person record.
4.Creates lead and activity
Integrate Copper, lead creation, and activity notes to create a lead when no match is found and attach the same note.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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