When a ticket is created in Zendesk, register the person's information in Pipedrive.

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■Overview

This is a flow to register person information in Pipedrive when a ticket is created in Zendesk.

With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between apps.

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‍■Recommended for

Companies that handle customer support with Zendesk and manage sales activities with Pipedrive
Those who want to utilize Zendesk inquiry data for sales activities
Those aiming to improve the efficiency of information sharing between customer support and sales teams
Sales managers who want to prevent registration errors or omissions of lead information and avoid loss of sales opportunities

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■Benefits of using this template

With this flow, you can automatically register person information in Pipedrive based on Zendesk inquiry information.

Lead information is quickly shared between customer support and sales teams, enabling sales representatives to make timely sales approaches.
Approaching customers when their interest and attention are high can lead to improved deal closing rates.

Additionally, eliminating the need for manual entry reduces human errors such as input mistakes or registration omissions, helping to prevent the loss of sales opportunities.

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About the Apps You Use

Zendesk

Yoom allows you to utilize Zendesk's API without any code. You can notify the chat when a new ticket is created in Zendesk or create a ticket in Zendesk triggered by events from other SaaS. Additionally, you can synchronize Zendesk ticket information with Yoom's database, consolidating information into a single database.

Related apps

Zendesk

Templates using

View all related templates

Pipedrive

Yoom allows you to integrate with Pipedrive's API without any code. You can register leads and deal information in Pipedrive via the API, or automate workflows triggered by information registered in Pipedrive. For example, you can register lead information obtained from Facebook ads into Pipedrive or link lead information registered in Pipedrive to Mailchimp.

Related apps

Salesforce