Automatically sync open Zendesk tickets to Salesforce on a recurring basis
Automatically sync open Zendesk tickets to Salesforce on a recurring basis
Launch this workflow to connect
Zendesk &
Salesforce
!
■Overview
Do you manually transfer information about open tickets managed in Zendesk to Salesforce on a regular basis? These routine tasks are not only time-consuming but can also lead to human errors, such as missed updates and data entry mistakes. With this workflow, you can automatically update open ticket information from Zendesk in Salesforce according to a set schedule, making it easy to streamline your data integration process.
■Recommended for
- Teams using both Zendesk and Salesforce that currently transfer ticket information manually
- Teams that want to accurately share the status of open Zendesk tickets with sales and other departments
- Teams that want to automate recurring data updates and focus more on improving the quality of customer support
■Benefits
- Information is automatically transferred from Zendesk to Salesforce on your chosen schedule, reducing the time spent on manual work
- By eliminating manual data entry, you can prevent human errors such as input mistakes and missed updates, helping maintain data accuracy
■How the Flowbot works
- First, connect Salesforce and Zendesk to Yoom
- Next, configure the Schedule Trigger in the trigger step and specify when you want to run the Flowbot
- In the operation step, configure Zendesk's “Get a list of open ticket IDs” action
- Next, use the Repeat feature to repeat the subsequent steps for each ticket ID retrieved
- Within the repeat process, configure Zendesk's “Get ticket information” action to retrieve the details of each ticket
- Finally, configure Salesforce's “Add a record” action to add the retrieved ticket information to the desired object
※“Trigger”: An action that starts the flow. “Operation”: An action that performs a process within the flow after the trigger starts
■Customization options
■Customization options
- In the Schedule Trigger, set when you want to run this workflow using a frequency such as “Hourly,” “Daily,” or “Weekly”
- When connecting your Zendesk account, you need to specify the subdomain used by your organization
- With the Repeat feature, you can customize the repeat conditions based on the list of open tickets retrieved from Zendesk in the previous step
- For each Zendesk action, use fixed values or variables to set the ticket conditions and other details you want to retrieve
- When adding records to Salesforce, you can specify the object to connect and which information retrieved from Zendesk should be added to each field
■Notes
- Connect both Zendesk and Salesforce to Yoom
- Operations involving Zendesk, Salesforce, and the “Repeat the same process” operation are available only on the Team and Success plans. On the Free and Mini plans, the configured Flowbot operations and data connections will result in errors
- Paid plans, including the Team and Success plans, offer a two-week free trial. During the free trial, you can use apps that are otherwise subject to plan restrictions
- When adding or updating records in an operation that manages a database, configure the settings according to Salesforce's input format. For example, if a Salesforce field uses a selection list and requires English input, values that are not available as options or are entered in another language will result in an error
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Zendesk
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About the apps you use
Zendesk
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Every time a new ticket is created in Zendesk, this flow sends a notification to Outlook. By integrating Zendesk with Outlook, you can customize the created tickets and automatically post their content to Outlook, eliminating any gaps or omissions in information management. Feel free to modify the content sent to Outlook as needed.
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Salesforce
With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.
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Add lead information registered in Salesforce to Notion.
No-Code API Actions
Executable API actions
Flowbot triggers
When a New Ticket Is Created
When a Ticket Is Updated
When a Tag Is Added to a Ticket
When a User Is Created
When an Organization Is Created
When a Comment Is Added to a Ticket
When a New Record Is Created in the Lead Object
When a New Record Is Created in the Account Object
When a New Record Is Created in the Opportunity Object
When a New Record Is Created in Contacts
When a Record Is Created or Updated in the Lead Object
When a Record Is Created or Updated in the Account Object
When a Record Is Created or Updated in the Opportunity Object
When a Record Is Created or Updated in Contacts
When a New Record Is Created in a Custom Object
When a Record Is Created or Updated in a Custom Object
When a Record Is Created in the Event Object
When a Record Is Created in the ToDo Object
Flowbot operations
Get List of Open Ticket IDs
Create Ticket
Get Ticket Information
Update Ticket Status
Get List of Agents
Create Ticket (Specify Requester)
Upload File
Attach File to Ticket Comment
Get User Information
Add Comment to Existing Ticket
Search Tickets (Subject Partial Match)
Create User
Search Pending Tickets
Update and Add User Information
List Tickets
Search Tickets (Status Match)
List Ticket Comments
Add Tags
Flowbot triggers
When a New Ticket Is CreatedWhen a Ticket Is UpdatedWhen a Tag Is Added to a TicketWhen a User Is CreatedWhen an Organization Is CreatedWhen a Comment Is Added to a Ticket
Flowbot operations
Get List of Open Ticket IDsCreate TicketGet Ticket InformationUpdate Ticket StatusGet List of AgentsCreate Ticket (Specify Requester)Upload FileAttach File to Ticket CommentGet User InformationAdd Comment to Existing TicketSearch Tickets (Subject Partial Match)Create UserSearch Pending TicketsUpdate and Add User InformationList TicketsSearch Tickets (Status Match)List Ticket CommentsAdd TagsSearch Tickets (Filter by Created/updated Date)
Flowbot triggers
When a New Record Is Created in the Lead ObjectWhen a New Record Is Created in the Account ObjectWhen a New Record Is Created in the Opportunity ObjectWhen a New Record Is Created in ContactsWhen a Record Is Created or Updated in the Lead ObjectWhen a Record Is Created or Updated in the Account ObjectWhen a Record Is Created or Updated in the Opportunity ObjectWhen a Record Is Created or Updated in ContactsWhen a New Record Is Created in a Custom ObjectWhen a Record Is Created or Updated in a Custom ObjectWhen a Record Is Created in the Event ObjectWhen a Record Is Created in the ToDo ObjectWhen an Outbound Message Is ReceivedWhen a File Is UploadedWhen a Calendar Event Is CreatedWhen a Calendar Event Is UpdatedWhen a Calendar Event Is DeletedWhen an Approval Request Is Approved
Flowbot operations
Get Lead RecordsUpdate Lead RecordsCreate Lead RecordSearch Lead RecordsGet Latest Lead RecordGet Account RecordsUpdate Account RecordsCreate Account RecordSearch Account RecordsGet Opportunity RecordUpdate Opportunity RecordsCreate Opportunity RecordSearch Opportunity RecordsGet Contact RecordUpdate Contact RecordsCreate Contact RecordsSearch Contact RecordsGet Custom Object RecordUpdate Custom Object RecordCreate Custom Object RecordSearch Custom Object RecordsLink a File to a RecordUpload a File to Link to a RecordGet the Content Document ID of the Uploaded FileSearch Lead Records (Excluding Deleted Records)Search Account Records (Excluding Deleted Records)Search Opportunity Records (Excluding Deleted Records)Search Contact Records (Excluding Deleted Records)Search Custom Object Records (Excluding Deleted Records)Download ReportLog Activity on LeadLog Activity on AccountLog Activity on Opportunity RecordLog Activity on ContactCreate To-Do on LeadCreate ToDo on Account ObjectCreate Task on OpportunityCreate a ToDo for a Contact ObjectLog Activity on LeadCreate Event on AccountCreate Event on OpportunityCreate Event on ContactLog Email Message to OpportunityLog Email Message to AccountCreate User RecordCreate Email MessageAssociate Email Message with PersonAdd Email Message to Custom ObjectLog Activity on a Custom ObjectCreate To-Do on a Custom ObjectLog Activity on Custom ObjectGet Content IDs of Files Related to a RecordGet Latest Content Version IDDownload FilesGet Contract RecordUpdate Contract RecordsCreate Contract Object RecordDelete Contract RecordCreate Calendar EventSearch User Object RecordsGet User RecordUpdate Account ActivitySearch Account ActivitiesGet User ListGet Account ListGet Contact ListGet Opportunity ListGet Lead ListGet Case ListGet Campaign ListGet Object ListGet Custom Object ListGet Chatter Group ID ListPost to User on ChatterPost to Account on ChatterPost Chatter to ContactPost Chatter to OpportunityPost Chatter to LeadPost to Chatter on a CasePost to Campaign ChatterPost to Custom Object ChatterPost Chatter to a Chatter GroupGet Channel ListUpdate User Object RecordCreate User RoleAssign User RoleCreate Permission Set Assignment for User ObjectAssociate a Contract Record with an Opportunity RecordDelete Permission Set Assignment for User ObjectAdd User to Specified GroupRemove User from Specified GroupPost to ChatterAdd User to Chatter GroupGet File NameGet Email MessagesSearch Records with SOQLRetrieve Approval Request Field ListMore inspiration for you
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