Salesforce —
Zendesk Integration
Empower your entire customer team (sales + service) with the
insight they need to better serve your customers by integrating
Salesforce and Zendesk. Give your team the data visibility they need to service & sell better. No code required.
“Out-of-the-Box” Pre-packaged + 100% configurable iPaaS to handle anything custom
Connect tickets-cases, organizations-accounts, users-contacts + more.
Real-Time Visibility
A real-time look at data from your other app(s) right
when you open the record.
Enable Actions for Users
Allow users to take actions to update records, search, filter, see more details, or run a process.
Sync data at the right time
between Zendesk & Salesforce
Generate data between systems to keep the right data updated.
Functionality for Startups through Enterprise
No more disparate silos. Cover all your Zendesk – Salesforce Integration Needs.
Companies using both Zendesk & Salesforce have a lot of things in common that they need integrated and inherently (because each business is different), some things are that are unique that need to be integrated.
eOne offers a pre-packaged solution that is 100% customizable & does not require writing a single line of code. Deliver your integration quickly and also account for the unique data and business process for your company.
Embed & view real-time data between
Salesforce & Zendesk
Data Visualization + User Actions that are Pre-Packaged + Additional Customization Options
View Zendesk ticket data and comments in Salesforce on each account
View Salesforce accounts, contacts, opportunities, tasks, and calls in your Zendesk Sidebar.
Allow Zendesk users to take action on Salesforce data.
- Update contact
- Update account
- Run a process
- Open a website
- + more.
Allow Salesforce users to take action on Zendesk data.
- Add a ticket
- Add comment
- Change a priority
- Change Status
- + more
View custom Zendesk data in Salesforce
View custom Salesforce data in Zendesk
Allow users to interact & take action
Standard Actions available + Create your own Custom Actions
Global
- Search
- Filter
- Group/Subgroup
- View details
- View a list or chart
- Share with users or teams
- Export
From within Zendesk
- Create Contact
- Open Contact in Salesforce
- Update Account
- Create Account
- Open Account in Salesforce
- Update Opportunity
- Create Opportunity
- Open Opportunity in Salesforce
- Update Order
- Search Contacts
- Search Accounts
From within Salesforce
- Create Contact
- Open Contact in Salesforce
- Update Account
- Create Account
- Open Account in Salesforce
- Update Opportunity
- Create Opportunity
- Open Opportunity in Salesforce
- Update Order
- Search Contacts
- Search Accounts
Need more? Configure your custom action
- Open a website
- Run an integration
- Call an API
- Create Account
Keep the right data in sync between
Salesforce & Zendesk
Data Integration that’s Pre-Packaged + 100% Configurable & Flexible iPaaS
A Two-Way Synchronization between Zendesk Organizations & Salesforce Accounts.
A Two-Way Synchronization between Zendesk Users & Salesforce Contacts.
A One-Way Synchronization between Closed Zendesk Cases to Salesforce Cases.
Need to integrate multiple environments?
You can integrate them without code.
Need to integrate custom fields?
You can integrate them without code.
Need to integrate custom objects?
You can integrate them without code.
Need to integrate more apps?
You can integrate them without code.
Ready to integrate Salesforce with Zendesk?
eOne’s integration vs. Zendesk’s native Salesforce integration:
Which is right for you?
See the details, differences, and how the offerings compare.
Capability
eOne’s Salesforce – Zendesk Integration
Zendesk’s native Salesforce – Zendesk Connector
Configurable interface to set up the integration
Syncs Salesforce Accounts, Contacts, and Cases to Zendesk
Syncs Zendesk Tickets to Salesforce Cases
Can integrate (synchronize data) with standard and custom Salesforce objects
Limited
Can integrate (synchronize data) with standard and custom Zendesk objects
Limited
Offers data transformation and calculations
Can integrate with custom fields & lookups
Limited
Can integrate with multiple Zendesk instances and apply logic
Can integrate with multiple Salesforce instances and apply logic
Can include automation tasks/steps in the integration
Integration logs
Limited
Error management & alerts are available
Can view Zendesk Tickets on Salesforce Accounts, Leads, Opportunities and Contacts
Can view Salesforce Accounts, Leads, Opportunities and Contacts on Zendesk tickets in the sidebar.
Can create and edit Zendesk tickets from Salesforce
Can create and edit Zendesk Organizations and User record data from Salesforce
Agent-driven “Actions” to real-time trigger a next step in the other system (For example: change a priority or update a Zendesk Ticket from within Salesforce)
Search Zendesk data in Salesforce
Filter & query Zendesk data in Salesforce
Add and remove columns of Zendesk table views in Salesforce
Can integrate with other business apps (ERP’s, other CRM’s, API’s, databases, and more).
eOne’s Salesforce – Zendesk Integration
Configurable interface to set up the integration
Syncs Salesforce Accounts, Contacts, and Cases to Zendesk
Syncs Zendesk Tickets to Salesforce Cases
Can integrate (synchronize data) with standard and custom Salesforce objects
Can integrate (synchronize data) with standard and custom Zendesk objects
Offers data transformation and calculations
Can integrate with custom fields & lookups
Can integrate with multiple Zendesk instances and apply logic
Can integrate with multiple Salesforce instances and apply logic
Can include automation tasks/steps in the integration
Integration logs
Error management & alerts are available
Can view Zendesk Tickets on Salesforce Accounts, Leads, Opportunities and Contacts
Can view Salesforce Accounts, Leads, Opportunities and Contacts on Zendesk tickets in the sidebar.
Can create and edit Zendesk tickets from Salesforce
Can create and edit Zendesk Organizations and User record data from Salesforce
Agent-driven “Actions” to real-time trigger a next step in the other system (For example: change a priority or update a Zendesk Ticket from within Salesforce)
Search Zendesk data in Salesforce
Filter & query Zendesk data in Salesforce
Add and remove columns of Zendesk table views in Salesforce
Can integrate with other business apps (ERP’s, other CRM’s, API’s, databases, and more).
Zendesk’s native Salesforce – Zendesk Connector
Configurable interface to set up the integration
Syncs Salesforce Accounts, Contacts, and Cases to Zendesk
Syncs Zendesk Tickets to Salesforce Cases
Can integrate (synchronize data) with standard and custom Salesforce objects
Limited
Can integrate (synchronize data) with standard and custom Zendesk objects
Limited
Offers data transformation and calculations
Can integrate with custom fields & lookups
Limited
Can integrate with multiple Zendesk instances and apply logic
Can integrate with multiple Salesforce instances and apply logic
Can include automation tasks/steps in the integration
Integration logs
Limited
Error management & alerts are available
Can view Zendesk Tickets on Salesforce Accounts, Leads, Opportunities and Contacts
Can view Salesforce Accounts, Leads, Opportunities and Contacts on Zendesk tickets in the sidebar.
Can create and edit Zendesk tickets from Salesforce
Can create and edit Zendesk Organizations and User record data from Salesforce
Agent-driven “Actions” to real-time trigger a next step in the other system (For example: change a priority or update a Zendesk Ticket from within Salesforce)
Search Zendesk data in Salesforce
Filter & query Zendesk data in Salesforce
Add and remove columns of Zendesk table views in Salesforce
Can integrate with other business apps (ERP’s, other CRM’s, API’s, databases, and more).
Have custom requirements?
eOne’s iPaaS has you covered.
- No-code setup & management
- User-friendly mapping interface
- Connect custom fields & custom objects.
- Apply logic for multi-environment integration.
- Integrate with more apps (in addition to Zendesk and Salesforce).
Getting started with eOne is easy.
Select the Zendesk Integration Package that meets your needs and scales.
The Zendesk- Salesforce Connector Integration App
Displays specific data between Zendesk and Salesforce.
$10
agent/month
eOne’s Salesforce –
Zendesk iPaaS suite
Available for purchase via Zendesk
Pre-packaged integration with flexible & configurable customization options to integrate data between Zendesk and Salesforce.
FAQ’s
Yes, you can select (with a check of a box) the Salesforce objects and fields from those objects that you want to display to Zendesk agents in the sidebar.
eOne sells the Salesforce Connector App for Zendesk on Zendesk’s marketplace, which offers a wizard-based setup to configure the app to display specific data between Zendesk and Salesforce. It also includes standard actions that users can use to impact the data or run a process. An example is that a Salesforce user could add a comment to a Zendesk ticket, save it, and then the app would send the comment to Salesforce in real-time.
Suppose customers want the ability to customize by including more data to integrate, custom actions, or custom forms. In that case, they should take a look at the eOne’s iPaaS suite, which offers a flexible, no-code interface to control and handle custom requirements.
The most common integrations we see include both data integration to move data between apps at the right time and to also display real-time visibility of the data in the other app.
A lot of companies want to keep the following synchronized:
- Salesforce Accounts synced with Zendesk organizations (two-way)
- Salesforce Contacts synced with Zendesk users (two-way)
- Salesforce Cases synced with Zendesk tickets (one-way from Zendesk to Salesforce). This is often for reporting purposes.
Displaying data real-time is also very popular for:
- Viewing Salesforce Accounts, Contacts, Opportunities, Tasks, and (sometimes) custom object data in the Zendesk sidebar of a ticket.
- Viewing Zendesk tickets, comments, and related details as a view on a Salesforce Account. Sometimes, it’s also desired to display the related Zendesk tickets on a Salesforce contact.
Popdock is the app that powers the display of data between Salesforce and Zendesk. In both Zendesk and Salesforce, you can assign permissions to the users or roles you want to have access.
There will typically be an initial batch sync process and then an ongoing process. None of this is custom development. It will be simple configuration to choose the data being sent and to map the data. Data transformation options and integration steps (tasks) are also available to be configured.
Any error that is returned from an integration gets reported to the main SmartConnect log automatically. In addition, alerts can be configured on any integration to send an email, teams, slack, or trello message. Finally, users can also enable logging of source data that causes record failures, which enables them to re-run integrations just on the failed records to attempt to process them successfully.
None. The setup does not require that you write code. eOne offers a no-code setup with a ton of flexibility and control.
eOne’s platform is hosted in the United States, Canada, the United Kingdom, Western Europe, and Canada. The hosting region can be selected at the time of setup. We recommend selecting the hosting region closest to the customer.
Yes, Popdock is the product with eOne’s platform that allows you to configure displaying parent and child records from Salesforce on a Zendesk ticket.