Zendesk
Salesforce

Zendesk and Salesforce Integration

Connecting Zendesk with Salesforce helps businesses eliminate manual work and reduce errors. With Ayudo, your data stays perfectly in sync between Zendesk and Salesforce, enabling faster workflows, better collaboration, and improved customer experiences.

Explore Triggers and Actions

New Ticket (Instant)
New event when a ticket is created.
Ticket Pending (Instant)
New event when a ticket has changed to pending status.
Ticket Updated (Instant)
New event when a ticket has been updated.
Ticket Solved (Instant)
New event when a ticket has changed to solved status.
Ticket Closed (Instant)
New event when a ticket has changed to closed status.
New Ticket Added to View (Instant)
New event when a ticket is added to the specified view.
Post a Message to Chatter Feed
Post a feed item in Chatter.
Find Records
Retrieves selected fields for some or all records of a selected object.
Delete Record
Deletes an existing record in an object.
Create Event
Creates an event.
Delete Opportunity
Deletes an opportunity.
Create User
Creates a Salesforce user.
Create Task
Creates a task.
Create Record
Create a record of a given object.
Create Note
Creates a note.

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

What can Ayudo do with Zendesk and Salesforce?

By linking Zendesk with Salesforce, Ayudo makes everyday work smoother so updates to tickets immediately inform leads. Every workflow is transparent with run history and error handling so your admins can trust the results. Your agents spend time solving problems instead of stitching tools together, and your data stays consistent. For example, Convert help desk tickets into CRM cases Update contacts when tickets resolve

Connect
Zendesk
and
Salesforce
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

What is a practical way to use Zendesk with Salesforce?

A straightforward win is Update contacts when tickets resolve. This turns a manual hop between systems into a reliable flow so the right people are informed and records stay accurate.

Can Ayudo react when trigger new event when a ticket is created and then perform Create Record in Salesforce?

Yes, you can set up a workflow so that when trigger new event when a ticket is created, Ayudo carries out Create Record in Salesforce. You control filters and field mappings so only the right events trigger the action.

Can we start from Salesforce and drive Search Tickets in Zendesk?

Absolutely. When trigger new event when a record of the selected object type is deleted. See the documentation, Ayudo can run Search Tickets in Zendesk so both systems stay aligned and the next step happens without waiting on someone to copy updates over.

Is the sync one way or two way between Zendesk and Salesforce?

Setup is guided and code free and you can define field mappings, filters, and schedules. You also control who can create or approve workflows so the process stays governed.

What problems does connecting Zendesk and Salesforce actually solve?

The integration reduces duplicate entry and makes key context available where your team already works. Ayudo syncs important updates automatically which shortens handoffs and prevents avoidable mistakes.

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