Create a ticket in Zendesk when a deal is created in Bitrix24

■Overview

Bitrix24, used as a CRM, and Zendesk, a customer support tool, each manage their own information. Are you manually transferring data whenever a deal arises, leading to duplicate data entry and missed follow-ups?
With this workflow, a support ticket is automatically created in Zendesk whenever a new deal is created in Bitrix24. Eliminate the hassle of manual data transfer and enable smooth information sharing between Bitrix24 and Zendesk.

■Who This Template Is For

• Teams using both Bitrix24 and Zendesk that are struggling to share information between sales and support
• Teams manually creating Zendesk tickets for deals created in Bitrix24
• Teams looking to automate data sharing between departments and improve customer response times and operational efficiency

■Benefits of This Template

• When a deal is created in Bitrix24, a Zendesk ticket is created automatically, reducing the time spent manually transferring information
• Prevent human error by eliminating manual transfer mistakes and missed information, and accurately syncing data from Bitrix24 to Zendesk

■Workflow Steps

1. First, connect Bitrix24 and Zendesk to Yoom
2. Next, select Bitrix24 as the trigger and set the action to “When a new deal is created”
3. Finally, set the Zendesk “Create a ticket” action as the operation, and map the information retrieved by the trigger to the ticket subject and description

※ “Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.

■How to Customize This Workflow

• In the Zendesk ticket creation operation, configure fields such as the subject, description, assignee, and priority as needed
• Map Bitrix24 deal information retrieved by the trigger, such as the customer name and deal name, to the corresponding ticket fields to automatically carry over the required information

■Notes

• ‍‍Connect both Bitrix24 and Zendesk to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Note that the shortest available trigger interval varies by plan.
• Zendesk is available only on the Team and Success plans. On the Free and Mini plans, operations and data connections in workflows configured with Zendesk will result in errors.
• Paid plans, such as the Team and Success plans, include a two-week free trial. During the free trial, you can use apps that are restricted by plan.