Integrate Pipedrive with Zendesk

Send information between Pipedrive and Zendesk automatically, without writing any code, using Zoho Flow.

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Add new Zendesk tickets to Pipedrive as deals

Do you often get new leads through your support portal? With Zoho Flow, you can capture them automatically. Once you set up this flow, a new deal is created in Pipedrive each time you receive a ticket in a specific view on Zendesk.

How it works

1. A ticket is created in Zendesk.

2. Zoho Flow creates a new deal in Pipedrive.

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Add new Zendesk tickets to Pipedrive as deals

Zendesk + Pipedrive

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Supported triggers and actions

Integrate Pipedrive and Zendesk using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact person created

Triggers when a new contact person is created

Deal created

Triggers when a new deal is created

Note added

Triggers when a new note is added

Note updated

Triggers when an existing note is updated

Deal updated

Triggers when any detail of an existing deal is updated

Activity updated

Triggers when any detail of an existing activity is updated

Pipeline created

Triggers when a new pipeline is created

Activity created

Triggers when a new activity is created

Contact person updated

Triggers when any detail of an existing contact person is updated

Pipeline stage created

Triggers when a new pipeline stage is created

Organization created

Triggers when a new organization is created

User created

Triggers when a new user is created

Ticket created

Triggers when a new ticket is created

Ticket updated

Triggers when the details of a ticket is updated

Organization created

Triggers when a new organization is created

All Actions - Actions are the automated tasks

Create organization

Creates a new organization

Create lead

Creates a new lead

Create notes

Creates a new note for the selected lead, deal, person, or organization

Create activity

Creates a new activity

Create contact person

Creates a new contact person for the selected organization

Update deal

Updates the details of an existing deal

Create product

Creates a new product

Create deal

Creates a new deal

Update lead

Update the details of an existing lead

Update organization

Updates the details of an existing organization

Update contact person

Updates the details of an existing contact person

Update notes

Updates an existing note

Update activity

Updates the details of an existing activity

Update product

Updates the details of an existing product

Fetch activity

Fetches the details of the user activities

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch person by email address

Fetches the details of an existing person by email address

Fetch person by phone

Fetches the details of an existing person record by phone number

Fetch organization by name

Fetches the details of an existing organization by name

Fetch person by name

Fetches the details of an existing person record by name

Fetch deal by title

Fetches the details of an existing deal by title

Fetch organization by ID

Fetches the details of an existing organization by ID

Fetch person by ID

Fetches the details of an existing person record by ID

Fetch lead

Fetch the details of an existing lead using ID or title

Fetch user by name

Fetches the details of an existing user by name

Fetch product by name

Fetches the details of an existing product by name

Create Organization

Creates a new organization

Add Tag

Adds tag to the selected ticket

Create Ticket

 Creates a new ticket

Create User

Creates a new user

Create Request

Creates a new ticket in a verified end user's account

Update User Details

Updates an existing user's details

Update Ticket

Updates an existing ticket status or adds comments

Add Comment

Adds comment to the selected ticket

Update Organization

Updates an existing organization

Fetch Organization

Fetches the details of an existing organization

Fetch User

Fetches the details of an existing user by ID

Fetch Ticket

Fetches a ticket by ID

What is Pipedrive?

Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.

What is Zendesk?

Zendesk is a cloud-based help-desk solution that helps you track, prioritize, and solve customer interactions. You can add dynamic content, use or define macros to respond quickly, and obtain detailed insights on all your customers.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

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Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

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Director, Perth Security Services

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

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CEO, Fabricroot

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