Connect OnePage CRM and Zendesk Support to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for OnePage CRM
Choose an Action
Automatically do this!
List All Tickets
Add Comment to Ticket
Add Tags to Ticket
Create Or Update Organization
Create or Update Customer
Remove Tags From Ticket
Update Ticket
Create Ticket
Find Latest Ticket Comment
List Ticket Comments
List Agents
Find or List Groups
Delete Customers
List All Organizations
List All Customers
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Organization Created or Updated
Runs when organization changes
New Customer Created or Updated
Runs when a new user is created in Zendesk Support.
Tag Added To Customer
Runs when tag is added to Customer
New Group Is Created
Runs when new group is created
New Ticket Created or Updated
Runs when an existing Ticket Created or Updated
New View Is Created
Runs when new view is created
Do thisActions
Action is the task that follows automatically within your OnePage CRM integrations.
Create Contact hold
Creates a new contact in OnePageCRM.
Create Call
Create a call
Create Deal
Create a new deal
Create Note
Create a new note
Create Action
Create a new action
Update Deal
Update a specific deal
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Frequently Asked Questions
To start, connect both your OnePage CRM and Zendesk Support accounts to viaSocket. Once connected, you can set up a workflow where an event in OnePage CRM triggers actions in Zendesk Support (or vice versa).
Absolutely. You can customize how OnePage 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 OnePage 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 OnePage 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 OnePage CRM
OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.
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.
Learn More
