When a ticket is created in Zendesk, integrate it with Salesforce.
When a ticket is created in Zendesk, integrate it with Salesforce.
Launch this workflow to connect
Salesforce &
Zendesk
!
◼️Overview
This is a flow bot that links the content of a ticket created in Zendesk to the activity information of an account object in Salesforce.
The support team can check the ticket details handled in Salesforce.
When a ticket is created in Zendesk, it retrieves the sender's information and searches for a contact in Salesforce that matches the sender's email address.
The ticket information is registered to the account record linked to the contact found in the search.
◼️Notes
・The contact whose email address matches the user who submitted the ticket in Zendesk must have their activity information pre-registered in Salesforce.
・Integration settings with both Salesforce and Zendesk are required with Yoom.
・Available with Yoom's Team Plan or higher.
・Salesforce is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operation and data connect of the configured flow bot will result in an error, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
Check Out Similar Templates!
Add a record to Microsoft Excel when a record is registered in a Salesforce custom object.
When a record is registered in a Salesforce custom object, it is added to the Microsoft Excel database. This flow improves work efficiency by eliminating the need for manual data entry by the person in charge.
See more
About the Apps
Salesforce
Templates using
Salesforce
When a ToDo object is registered in Salesforce, it is added to the Google Spreadsheet database. This flow frees the person in charge from the redundant manual input tasks, allowing them to focus on their core duties.
This is a business workflow that automatically adds a contact to Mailchimp when the lead status is updated in Salesforce. Automating data synchronization streamlines customer management.
This is a business workflow that automatically adds lead information registered in Salesforce to Notion. It reduces manual input and streamlines information sharing across the entire team.
Templates using
Zendesk
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.
This is a flow that updates the Zendesk ticket status when a task is completed in Asana. Once a task is marked as complete, it automatically reflects in Zendesk, eliminating the need for manual updates. This allows you to focus on core tasks, enhancing the overall productivity of the team.
This is a business workflow that automatically registers Typeform responses as Zendesk tickets. It eliminates the need for manual entry, enabling quick and accurate customer service.
About the apps you use
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.
see detailsTemplates
When a ToDo object is registered in Salesforce, it is added to the Google Spreadsheet database. This flow frees the person in charge from the redundant manual input tasks, allowing them to focus on their core duties.
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
This is a business workflow that automatically adds a contact to Mailchimp when the lead status is updated in Salesforce. Automating data synchronization streamlines customer management.
Add a contact to Mailchimp when the lead status in Salesforce is updated.
This is a business workflow that automatically adds lead information registered in Salesforce to Notion. It reduces manual input and streamlines information sharing across the entire team.
Add lead information registered in Salesforce to Notion.
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.
see detailsTemplates
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.
Notify in Outlook when a ticket is created in Zendesk
This is a flow that updates the Zendesk ticket status when a task is completed in Asana. Once a task is marked as complete, it automatically reflects in Zendesk, eliminating the need for manual updates. This allows you to focus on core tasks, enhancing the overall productivity of the team.
When a task is completed in Asana, update the ticket status in Zendesk.
This is a business workflow that automatically registers Typeform responses as Zendesk tickets. It eliminates the need for manual entry, enabling quick and accurate customer service.
Create a ticket in Zendesk based on Typeform responses
No-Code API Actions
Executable API actions
Flowbot triggers
When a new record is registered in the lead object
When a new record is registered in the account object
When a new record is registered in the opportunity object
When a new record is registered in the contact object
When a record is registered 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 the Contact object
When a new record is created in the Custom Object
When a record is created or updated in the Custom Object
When a record is registered in the Activity object
When a record is registered in the ToDo object
When an outbound message is received
When a file is uploaded
When a calendar event is created
When a calendar event is updated
When a calendar event is deleted
When a new ticket is created
Flowbot operations
Get Lead records
Update Lead Records
Create Lead Record
Search Lead Records
Get Latest Lead Record
Get Account records
Update Account records
Create Account Record
Search Account Records
Get Opportunity Record
Update Opportunity records
Create Opportunity Record
Search Opportunity Records
Get Contact Record
Update Contact records
Create Contact Records
Search Contact Records
Get Custom Object Record
Flowbot triggers
When a new record is registered in the lead objectWhen a new record is registered in the account objectWhen a new record is registered in the opportunity objectWhen a new record is registered in the contact objectWhen a record is registered 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 the Contact objectWhen a new record is created in the Custom ObjectWhen a record is created or updated in the Custom ObjectWhen a record is registered in the Activity objectWhen a record is registered 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 deleted
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 Task on ContactLog 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 Document IDs Associated with a RecordGet Latest Content Version IDDownload FilesGet Contract RecordUpdate Contract recordsCreate Contract Object RecordDelete Contract RecordCreate Calendar EventSearch User RecordsGet User RecordUpdate Account ActivitySearch Account ActivitiesGet UsersGet Account ListGet Contact ListGet Opportunity ListGet Lead ListGet Case ListGet Campaign ListList ObjectsList Custom ObjectsList Chatter Group IDsPost to User on ChatterPost to Account on ChatterChatterを取引先責任者に投稿Chatterを商談に投稿Chatterをリードに投稿Chatterをケースに投稿Post to Campaign ChatterPost to Custom Object ChatterChatterをChatterグループに投稿Get Channel Listユーザーオブジェクトのレコードの更新Create User RoleAssign User Roleユーザーオブジェクトの権限セット割り当ての作成Associate a Contract record with an Opportunity recordユーザーオブジェクトの権限セット割り当てを削除ユーザーを指定グループに追加ユーザーを指定グループから削除Post to ChatterAdd User to Chatter GroupGet File NameGet Email MessagesSearch records using SOQL
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
List open ticket IDsCreate ticketGet ticket informationUpdate ticket statusList 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)More inspiration for you
Discover step-by-step guides for automating your work using the apps featured in this workflow!
