Integrate Zendesk with PipelineDeals

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

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Supported triggers and actions

All Triggers - A trigger kickstarts the flow

Ticket updated

Triggers when the details of a ticket is updated

Ticket created

Triggers when a new ticket is created

User created

Triggers when a new user is created

Organization created

Triggers when a new organization is created

Updated deal stage

Triggers when a deal is moved from one stage to another

New deal

Triggers when a new deal is created

Updated deal status

Triggers when the status of an existing deal is updated

New person, lead, or contact

Triggers when a new person, lead, or contact is created

All Actions - Actions are the automated tasks

Create Organization

Creates a new organization

Create User

Creates a new user

Create Ticket

 Creates a new ticket

Create Request

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

Add Tag

Adds tag to the selected ticket

Update Ticket

Updates an existing ticket status or adds comments

Update User Details

Updates an existing user's details

Update Organization

Updates an existing organization

Add Comment

Adds comment to the selected ticket

Fetch Organization

Fetches the details of an existing organization

Fetch Ticket

Fetches a ticket by ID

Fetch User

Fetches the details of an existing user by ID

Add person

Adds a new person

Create deal

Creates a new deal

Create task

Creates a new calendar task

Create activity

Creates a new activity associated with an existing person, company, or deal

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.

What is PipelineDeals?

PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.

CRM

Bulid 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 had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Know more

Louis Castellano

CEO, Lakeside CNC Group

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.

Neville Mader

Director, Perth Security Services

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Know more

Toto

Technical Engineer, Master Liveaboards

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