Connect CRM.io and Zendesk Support to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for CRM.io
Choose an Action
Automatically do this!
Find Tickets
Add Comment to Ticket
Add Tags to Ticket
Create a User
Remove Tag From Ticket
Update Ticket
Create Ticket
Ready to use CRM.io and Zendesk Support automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New User Created
Runs when a new user is created in Zendesk Support.
New Group Created
Runs when a new group is created in Zendesk Support.
Ticket Updated
Runs when an existing ticket is updated.
New View Created
Runs when a new view is created in Zendesk Support.
New Ticket Created
Runs when a new ticket is created in Zendesk Support.
Do thisActions
Action is the task that follows automatically within your CRM.io integrations.
List All lists
Retrieves the detail of all lists
Search List by Name
Retrieves the detail of lists by name
List All Tags
Retrieves the detail of all tags
Search Notes
Retrieve notes for a contact by email.
List All Companies
Retrieves the detail of all companies
List All Deals
Retrieves the detail of all deals
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Frequently Asked Questions
To start, connect both your CRM.io and Zendesk Support accounts to viaSocket. Once connected, you can set up a workflow where an event in CRM.io triggers actions in Zendesk Support (or vice versa).
Absolutely. You can customize how CRM.io data is recorded in Zendesk Support. This includes choosing which data fields go into which fields of Zendesk Support, setting up custom formats, and filtering out unwanted information.
The data sync between CRM.io and Zendesk Support typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between CRM.io and Zendesk Support. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About CRM.io
CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.
Learn MoreAbout Zendesk Support
Zendesk Support is a customer service platform designed to create better customer relationships. It lets businesses offer support, scale with self-service options, and differentiate with proactive engagement.
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