Integrate Salesforce to Zendesk

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.

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Popular Use Cases

Xplenty can extract any data that you need from Salesforce. Here are some of our most popular use cases:

Leads

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

Contacts

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

Accounts

Create an 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.

Opportunities

Create an 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.

Product

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

Campaigns

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

Events

Schedule events 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.

Custom Objects

Create 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.

Fabio DeSousa
Product Development Associate, Pack Health

Xplenty’s Salesforce integration has allowed our analysts to clean and transform our Salesforce data in a repeatable, easy-to-modify way. It lets us spend more time learning from our data instead of working on it.

Popular Use Cases

Xplenty can extract any data that you need from Zendesk. Here are some of our most popular use cases:

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.

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.

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.

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.

French Williams
IT Manager, RoyalTech

Xplenty automates pulling together our data, whether on-prem or in the cloud, into a central location. It has allowed us to leverage new analytical tools to understand our business better and to eliminate a lot of manual, time consuming reporting.

Why Our Customers Choose Xplenty

Ownership

We take ownership of your data pipelines. That means that our platform will ensure that your data continues to flow and that your pipelines won’t break - and, if they do break, it’s our problem, not yours. So rest easy knowing that Xplenty has got you covered.

Control

Xplenty offers you full flexibility when it comes to how much control you have over the process of data integration. That means that you choose exactly what data will be delivered, how it’s going to be delivered, and when.

Ease of Use

You don’t have to be tech-savvy to use Xplenty. There’s no code, no engineering and no need to worry about messing up your data delivery.

Reach

Data integration used to be the domain of IT, data developers and BI. Xplenty changes all of this, allowing every team within a company - marketing, sales, product, finance, HR, etc. - to use the platform to power their analytics and gain important business insights.