Sync Zendesk Ticket to Salesforce Contact

How does this playbook work?

This workflow automates the creation of Salesforce contacts from new Zendesk tickets, reducing manual entry and enhancing CRM efficiency.

Inputs

Zendesk ticket details including requester's name, last name, email, phone, and ticket subject

outputs

New Salesforce contact

This automation creates a new Salesforce contact using the information extracted from a Zendesk ticket. It's an efficient way to ensure that every new or important ticket request in Zendesk automatically populates your Salesforce CRM with the requester's contact details.

The process extracts the requester's first name, last name, email, phone number, and the ticket subject from Zendesk, and uses these details to create a new contact in Salesforce. This seamless integration helps in:

Reducing manual data entry
Ensuring timely follow-up with ticket requesters
Enhancing customer relationship management

Note: Customization options are available to include additional information from Zendesk tickets or to adjust contact creation criteria based on your specific Salesforce setup.

Leverage this workflow to streamline your customer service and CRM processes with Bardeen.

Step 1: Install the Bardeen App

To get started, install the Bardeen app on your device by visiting Bardeen download page.

Step 2: Navigate to the Magic Box

After installation, proceed to the Magic Box and input the following prompt:

Create salesforce contact from zendesk ticket

Step 3: Integrate the Workflow Integrations

Make sure to set up the necessary integrations for the workflow. This includes Zendesk as the source of the tickets and Salesforce as the destination for creating contacts.

Step 4: Run the Workflow

With everything set up, run the workflow. This workflow is designed to:

Automatically trigger upon the creation of a new Zendesk ticket.
It will then create a new Salesforce contact using the ticket requester's name, last name, email, phone, and the ticket's subject as the title.

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How to Automate Salesforce Contact Creation from Zendesk Tickets?

Create Salesforce contact from Zendesk ticket

Automating the process of creating Salesforce contacts from Zendesk tickets can significantly streamline your workflow, ensuring that every customer interaction is captured in your CRM. This integration not only saves time but also enhances customer relationship management by ensuring timely follow-up with ticket requesters. To achieve this, you can leverage the Zendesk for Salesforce integration, which connects your Salesforce and Zendesk accounts, allowing for seamless synchronization of data between the two platforms.

Automate this workflow with Bardeen to improve your productivity and ensure no customer interaction is missed.

Setting up the integration involves a few key steps:

Ensure that your Salesforce session settings are not locked to an IP address, as this could disconnect the integration once a session expires.
Connect Zendesk to Salesforce through the Admin Center by selecting the Salesforce instance for setup. It's recommended to test this integration first with your sandbox accounts.
Define which user profiles in Salesforce can view Zendesk tickets, ensuring that the System Administrator profile is selected among others to allow for full visibility.
Install the ticket sync package in Admin Center, which maps standard Zendesk ticket fields to Salesforce case fields, enabling the creation of Salesforce contacts from Zendesk tickets.

Additionally, you can configure user access to Zendesk tickets in Salesforce, select user profiles to view Zendesk tickets, and manage the integration settings to fit your specific requirements. Customization options are available to include additional information from Zendesk tickets or to adjust contact creation criteria based on your Salesforce setup.

By following these steps, you can ensure a successful integration between Zendesk and Salesforce, allowing for the automatic creation of Salesforce contacts from Zendesk tickets. This integration streamlines your customer service and CRM processes, reducing manual data entry, ensuring timely follow-up, and enhancing customer relationship management.