Integrate Salesforce to Zendesk

About Salesforce

Salesforce is a CRM service that provides access to all sorts of useful data by logging and collecting customer interactions, regardless of where they take place. Whether it’s a phone call, a website transaction, or a post on social media, Salesforce can offer instant customer data, which allows for faster, more informed decisions when running a business.

About Zendesk

Zendesk is a CRM platform focused on creating a better, more personalized service experience for your customers by providing targeted support based on their specific needs. Zendesk can also organize valuable customer data - including user information, customer service history, and support tickets - and store that data in one place for you to access at any time.

Popular Use Cases

Bring all your Salesforce data to Amazon Redshift

Load your Salesforce data to Google BigQuery

ETL all your Salesforce data to Snowflake

Move your Salesforce data to MySQL

Bring all your Zendesk data to Amazon Redshift

Load your Zendesk data to Google BigQuery

ETL all your Zendesk data to Snowflake

Move your Zendesk data to MySQL

Integrate Salesforce With Zendesk Today

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Salesforce's End Points

Salesforce Leads

Track valuable Salesforce lead information like who your leads are, their contact information, where they were first met and their contact status.

Salesforce Contacts

Store a Salesforce contact’s name, mailing address and email, along with the date they were last contacted and the date they should be contacted again.

Salesforce Accounts

Create a Salesforce account for any business or person that it may be useful to track. hen, use that account number to integrate and track any other important information associated with that account holder.

Salesforce Opportunities

Create a Salesforce opportunity when there is a sale - or a potential sale - by one of your accounts. Then, connect them to leads, contacts, and accounts to provide analysis for how profitable certain business ventures and campaigns are.

Salesforce Products

Track a product’s name, description and category. Then, use a Salesforce product code to search for the product internally, track its progress, or incorporate new data regarding the product.

Salesforce Campaigns

Track things like the budgeted cost and the actual cost of a campaign in Salesforce. Then, access fields - like how many leads were converted, new opportunities, expected revenue, etc. - that help you track how effective the campaign was.

Salesforce Events

Schedule events in Salesforce that are designed to help a business develop customer relationships and keep track of logistical data. You can also track if this event is related to a specific lead, contact, or opportunity.

Salesforce Custom Objects

Create Salesforce custom objects specific to your company’s needs that better manage what types of data you collect from your interactions and data sources. You can either create a wholly new custom object in which you define all the parameters, or you can customize a standard object to better fit your needs.

Zendesk's End Points

Zendesk Users

Store data about all of your users - including customers, support agents, and administrators - and track the interactions that they have using Zendesk. Use this data to address common issues and create a better overall user experience.

Zendesk Organizations

Sort your customers into organizations either manually or based on their email address. This can help you better understand your customers’ needs and more accurately assign support team members to them.

Zendesk Tickets

Create support tickets from a range of sources, including email, social media, and other customers support interactions. Use these tickets to track customer usage trends, which will guide your support system moving forward.

Zendesk Groups

Monitor group composition, group availability, and the kinds of support queries that specific groups are tackling and use that data to increase the efficiency of your support workflow.