Connect Zendesk Support and Salesmate 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!
Add Note
Create Activity
Create Company
Search User
Create Contact
Create Deal
Update Activity
Update Company
Update Contact
Update Deal
Search Activity
Search Company
Search Contact
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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 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 Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Zendesk Support triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Zendesk Support data is recorded in Salesmate. This includes choosing which data fields go into which fields of Salesmate, setting up custom formats, and filtering out unwanted information.
The data sync between Zendesk Support and Salesmate 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 Salesmate. 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 Salesmate
Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
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