Connect Zendesk Support and Pipeline CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New User Created
New Group Created
Ticket Updated
New View Created
New Ticket Created
Choose an Action
Automatically do this!
List Calender Entries
List Companies
List Deals
List Lead Sources
List Lead Statues
Search User by Email
Create Activity
Create Event
Create Task
Create Company
Create Deal
Create Person
Update Company
Update Deal
Update Person
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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.
New Company
Triggers when a new company is created in your PipelineDeals account.
Do thisActions
Action is the task that follows automatically within your Zendesk Support integrations.
Find Tickets
Finds existing tickets that match your search query.
Add Comment to Ticket
Adds a comment to an existing ticket.
Add Tags to Ticket
Adds multiple tags to an existing ticket by ticket ID.
Create a User
Creates a new user in Zendesk Support.
Remove Tag From Ticket
Removes a tag from a ticket.
Update Ticket
Updates an existing ticket's status and adds comments.
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Frequently Asked Questions
To start, connect both your Zendesk Support and Pipeline CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Zendesk Support triggers actions in Pipeline CRM (or vice versa).
Absolutely. You can customize how Zendesk Support data is recorded in Pipeline CRM. This includes choosing which data fields go into which fields of Pipeline CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Zendesk Support and Pipeline CRM 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 Pipeline CRM. 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 Pipeline CRM
Pipeline extends your workflows across teams, departments, and companies.
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