ShareCRM + Zendesk

Create new ShareCRM leads from new Zendesk tickets

Streamline your customer relationship management process with this workflow. When a new ticket is received in Zendesk, a lead will be created in your ShareCRM system. This automation saves time and ensures that all your leads are instantly captured and managed in one place, improving efficiency and effectiveness in your sales process.

When this happens...
New Ticket
Triggers when a new ticket is created. Optionally select an organization.
TriggerPolling
automatically do this!
Create Leads
Creates a Leads in the system.
ActionWrite

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Supported triggers and actions

New Group
Triggers when a new group is created.
Trigger
Polling
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- ViewRequired
Trigger
Polling
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- Tags
Trigger
Instant
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- Who can view suspended tickets
Trigger
Polling
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- Organization
Trigger
Polling
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New View
Triggers when a new view is created.
Trigger
Polling
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- NameRequired
- Details
- Notes
- Tags
- Domain Names
- External Id
- Group Id
- Shared Tickets
- Shared Comments
Action
Write

- SubjectRequired
- Assignee
- Collaborators
- Collaborator Emails
- Group
- Requester Name
- Requester Email
- First Comment/Description format
- First Comment/DescriptionRequired
- Should the first Comment be public?
- Tags
- Status
- Type
- Priority
- Submitter
- Ticket form
- Sharing Agreements
- Brand
- External ID
- Email CC
- Attachment
Action
Write
- TicketRequired
- Comment body
- Comment format
- Should the Comment be public?
Action
Write
- OrganizationRequired
- Name
- Details
- Notes
- Tags
- Domain Names
- External Id
- Shared Tickets
- Shared Comments
Action
Write
- UserRequired
- Name
- Email
- Details
- Notes
- Phone
- Tags
- Role
- Organization
- External Id
- Verified
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Ticket IdRequired
Action
Search
- QueryRequired
Action
Search
- QueryRequired
Action
Search
- QueryRequired
- NameRequired
- Details
- Notes
- Tags
- Domain Names
- External Id
- Group Id
- Shared Tickets
- Shared Comments
Action
Search or write
- Object ApiNameRequired
Trigger
Polling
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New Marketing Event
Triggers when a new Marketing Event is created.
Trigger
Polling
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Create Account
When the field _id has a value, update the account data in the system. When the field _id has no value, add new account data in the system
Action
Write
Create Contact
When the field _id has a value, update the contact data in the system. When the field _id has no value, add new contact data in the system
Action
Write
Create Marketing Event
Creates a Marketing Event in the system.
Action
Write
Create ServiceRequest
When the field _id has a value, update the ServiceRequest data in the system. When the field _id has no value, add new ServiceRequest data in the system
Action
Write
- Object ApiNameRequired
- Maximum number(<=100) of RecordRequired
- Sort By FieldRequired
- isAscRequired
- Field ApiName
- Filter Operator
- Filter Field Value
- The Second Field ApiName
- The Second Filter Operator
- The Second Filter Field Value
Action
Search
- Object ApiNameRequired
- Record Data NameRequired
- Maximum number(<=100) of RecordsRequired
Action
Search

- TagsRequired
Trigger
Polling
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- Organization
Trigger
Polling
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New Organization
Triggers when a new organization is created.
Trigger
Polling
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- Ticket (Required for non-admins)
Trigger
Polling
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New User
Triggers when a new user is created.
Trigger
Polling
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- UserRequired
- user_delete_copy
- Permanent Deletion
- user_delete_test_copy
Action
Write
- TicketRequired
- TagsRequired
Action
Write
- TicketRequired
- CommentRequired
- Should the comment be public?
- FileRequired
Action
Write
- TicketRequired
- TagsRequired
Action
Write
- TicketRequired
- Subject
- Assignee
- Group
- New status
- New Comment to add to the Ticket
- New Comment format
- Should the new Comment be public?
- Tags
- Additional Tags
- Remove Tags
- Type
- Priority
- Submitter
- Brand
- External ID
- Requester
- Sharing Agreements
- Ticket form
- Collaborators
- Collaborator Emails
- Email CC
- Attachment
Action
Write
- NameRequired
- Email
- Details
- Notes
- Phone
- Tags
- Role
- Organization
- External Id
- Verified
Action
Write
- QueryRequired
Action
Search
- Info
- Type
Action
Search
- Ticket IdRequired
Action
Search
- QueryRequired
Action
Search
- QueryRequired
- NameRequired
- Email
- Details
- Notes
- Phone
- Tags
- Role
- Organization
- External Id
- Verified
Action
Search or write
- Object NameRequired
Trigger
Polling
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New Leads
Triggers when a new Leads is created .
Trigger
Polling
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Create Case
When the field _id has a value, update the Case data in the system. When the field _id has no value, add new Case data in the system
Action
Write
Create Leads
Creates a Leads in the system.
Action
Write
- Object NameRequired
Action
Write
- Object NameRequired
- idRequired
Action
Write
- Object ApiNameRequired
- Record Data _idRequired
Action
Search
- Object ApiNameRequired
- Filter CriteriaRequired
- Sort By FieldRequired
- IsAscRequired
- Maximum number(<=100) of recordsRequired
Action
Search

About ShareCRM

ShareCRM is an enterprise customer relationship manager (CRM) application designed to attract, retain, and satisfy customers to grow your business.

Related categories

CRM (Customer Relationship Management)

About Zendesk

Zendesk is a web-based help desk support tool that makes it simple to provide great customer support.

Learn more

Related categories

Customer Support

ShareCRM + Zendesk

Create new ShareCRM leads from new Zendesk tickets

New Group

New Ticket in View

Tag Added to User

New Suspended Ticket

Updated Ticket

New View

Create Organization

Create Ticket

Add Comment to Ticket

Update Organization

Update User

API Request (Beta)

Find Ticket Comments

Find a Group

Find an Organization

Find or Create Organization

Find Record Fields

New Marketing Event

Create Account

Create Contact

Create Marketing Event

Create ServiceRequest

Find Records by Filter Field

Find Record Data by Name

New Tag Added to Ticket

New Ticket

New Organization

New Action on Ticket

New User

Delete User

Remove Tag(s) from Ticket

Attach File to Ticket

Add Tag(s) to Ticket

Update Ticket

Create User

Find an Agent

Find Tickets

Find Latest Comment

Find a User

Find or Create User

Updated Record

New Leads

Create Case

Create Leads

Create Record

Update Record

Find Record Data by Id

Find Record Data by Query

About ShareCRM

Related categories

About Zendesk

Related categories

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