When a ticket is created in Zendesk, integrate it with Salesforce.

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◼️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.‍

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◼️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.

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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.

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Salesforce

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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.

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