Connect Zendesk Support and CRM.io to Build Intelligent Automations
Choose a Trigger
When this happens...
New Organization
New User
New Group
Updated Ticket
New View
New Ticket
New Action on Ticket
Update Organization
New Organization Selected Fields
Choose an Action
Automatically do this!
List All lists
Search List by Name
List All Tags
Search Notes
List All Companies
List All Deals
List All Pipelines
List All Products
List All Sources
List All Users
Create Contact
Find Company
Find Deal
Ready to use Zendesk Support and CRM.io automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
New View
Triggers when a new view is created.
New Ticket
Trigger when new ticket is created.
Do thisActions
Action is the task that follows automatically within your Zendesk Support integrations.
Find a User
Finds an existing user by query
Find an Agent
Finds an existing Agent by query
Find an Organization
Finds an existing organization by query
Find Tickets
Finds an existing ticket by query.
Find Latest Comment
Find the latest comment on a ticket
Add Comment to Ticket
Add comment to an existing ticket
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Frequently Asked Questions
To start, connect both your Zendesk Support and CRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Zendesk Support triggers actions in CRM.io (or vice versa).
Absolutely. You can customize how Zendesk Support data is recorded in CRM.io. This includes choosing which data fields go into which fields of CRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between Zendesk Support and CRM.io 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 Zendesk Support and CRM.io. 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 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 MoreAbout 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.
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