Connect Espo CRM and Zendesk Support to Build Intelligent Automations
Ready to use Espo CRM and Zendesk Support automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
New Organization
Triggers when a new organization is created.
New User
Triggers when a new user is created.
New Group
Triggers when a new group is created.
Updated Ticket
Triggers when an existing ticket is updated.
Do thisActions
Action is the task that follows automatically within your Espo CRM integrations.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
Find Leads by Text Filter
Find leads that match a text filter.
Find a User
Finds an existing user by query
Find an Agent
Finds an existing Agent by query
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Frequently Asked Questions
To start, connect both your Espo CRM and Zendesk Support accounts to viaSocket. Once connected, you can set up a workflow where an event in Espo CRM triggers actions in Zendesk Support (or vice versa).
Absolutely. You can customize how Espo CRM 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 Espo CRM 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 Espo CRM 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 Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.
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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