Salesforce + Zendesk Integration

Integrate Salesforce to Zendesk in one click, or tell Integrately AI how you want each case handled. Sync customer requests, update records across both platforms, alert support teams, and trigger follow-ups automatically.

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1.
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
  • Zendesk
    Ticket is updated in Zendesk
  • Zendesk
    Ticket is solved in Zendesk
  • Zendesk
    Ticket is created in Zendesk
  • Zendesk
    Ticket is created in view in Zendesk
  • Zendesk
    Activity(Audit) is added for specific ticket in Zendesk
  • Zendesk
    View is created in Zendesk
  • Zendesk
    User is created in Zendesk
  • Zendesk
    Group is created in Zendesk
  • Zendesk
    Organization is created in Zendesk
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2.
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce
  • Zendesk
    Get organization by id in Zendesk
  • Zendesk
    Create ticket in Zendesk
  • Zendesk
    Update ticket in Zendesk
  • Zendesk
    Add comment to ticket in Zendesk
  • Zendesk
    Search ticket in Zendesk
  • Zendesk
    Add tag to ticket in Zendesk
  • Zendesk
    Create user in Zendesk
  • Zendesk
    Update user in Zendesk
  • Zendesk
    Search agent in Zendesk
  • Zendesk
    Search user in Zendesk
  • Zendesk
    Get user by id in Zendesk
  • Zendesk
    Create organization in Zendesk
  • Zendesk
    Update organization in Zendesk
  • Zendesk
    Search organization in Zendesk
  • Zendesk
    Search group in Zendesk

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Ready Workflows Ready Workflows for Salesforce + Zendesk Integration

Capture customer requests, create support tickets, sync contact details, update records, and alert your team, all in just one click.

Most popular automationsmost-popular-automations
Zendesk + Salesforce Integration

Create Salesforce contact from new Zendesk ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Salesforce. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Salesforce integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Salesforce.

This makes it easy to keep track of your support tickets and contacts in one place.
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Salesforce + Zendesk Integration

Create Zendesk ticket for new Salesforce opportunity

Salesforce is a great tool for managing customer relationships. However, when an opportunity is created in Salesforce, it can be difficult to track the progress of that opportunity and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.

A solution to this problem is to create a ticket in Zendesk whenever an opportunity is created in Salesforce. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the opportunity.
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Connect more apps to your Salesforce + Zendesk flow

Extend your support and CRM workflow by syncing data with messaging, project management, and document tools. Pick a combination and activate it in one click.

Salesforce
Zendesk
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SlackSlack (8)
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Jira Software CloudJira Software Cloud (8)
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HubSpotHubSpot (8)
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ConfluenceConfluence (8)
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Google DriveGoogle Drive (8)
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GmailGmail (8)
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Z
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Create a Zendesk ticket from every new Salesforce case, and notify your support team instantly in Slack
New Salesforce cases instantly generate matching Zendesk tickets while your support team hears about it in Slack, eliminating manual entry.
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When a Zendesk ticket is solved, update the matching Salesforce case, and post the resolution in Slack
Solved Zendesk tickets automatically update your Salesforce cases and notify your team in Slack, keeping your CRM records accurate.
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When a Zendesk ticket priority changes, update the Salesforce case, and alert the manager in Slack
Ticket priority changes in Zendesk instantly update your Salesforce cases and alert managers in Slack for fast oversight.
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Create a Zendesk user when a Salesforce contact is created, and post the confirmation in Slack
New Salesforce contacts are automatically registered as Zendesk users while Slack keeps your team informed of new additions.
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If a Salesforce case is high priority, create an urgent Zendesk ticket and alert the senior team in Slack
High-priority Salesforce cases generate urgent Zendesk tickets and notify senior support staff in Slack instantly.
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When a Zendesk ticket is closed, update the Salesforce opportunity status and post it to your revenue channel in Slack
Closed support tickets update your Salesforce opportunities and notify your revenue team in Slack automatically.
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Use ChatGPT to summarize every new Zendesk support ticket, save the summary in Salesforce, and post the brief in Slack
ChatGPT summarizes new Zendesk tickets so Salesforce records store concise briefings and Slack teams stay informed.
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Turn every solved Zendesk ticket into a Salesforce task, create a follow-up item in Jira Software Cloud, and announce it in Slack
Solved Zendesk tickets create Salesforce follow-up tasks, open Jira tracking items, and announce progress in Slack.

Supported triggers and actions for Salesforce and Zendesk

Mix and match to build the exact automation you need

Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Get records by ID in Salesforce
Retrieves a record based on its id
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Create record in Salesforce
Generates a new record
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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Zendesk
Zendesk Triggers & Actions
Ticket is updated in Zendesk
Triggers the automation when a ticket is updated
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Ticket is solved in Zendesk
Triggers the automation when a ticket is solved
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Ticket is created in Zendesk
Triggers the automation when a new ticket is created
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Ticket is created in view in Zendesk
Triggers the automation when a new ticket is created in a particular view
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Activity(Audit) is added for specific ticket in Zendesk
Triggers the automation when a ticket is audited
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View is created in Zendesk
Triggers the automation when a new view is created
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User is created in Zendesk
Triggers the automation when a new user is created
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Group is created in Zendesk
Triggers the automation when a new group is created
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Organization is created in Zendesk
Triggers the automation when a new organization is created
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Get organization by id in Zendesk
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Create ticket in Zendesk
Generates a new ticket
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Update ticket in Zendesk
Updates ticket information
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Add comment to ticket in Zendesk
Adds a comment to a ticket
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Search ticket in Zendesk
Searches for a ticket
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Add tag to ticket in Zendesk
Adds a tag to a ticket for easy categorization and tracking
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Create user in Zendesk
Generates a new user account
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Update user in Zendesk
Updates user information
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Search agent in Zendesk
Searches for agent based on criteria
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Search user in Zendesk
Searches for a user
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Get user by id in Zendesk
Retrieves user information using their id
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Create organization in Zendesk
Generates a new invoice
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Update organization in Zendesk
Updates organization information
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Search organization in Zendesk
Finds and retrieves information about a organization
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Search group in Zendesk
Searches for a group
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What can you automate with Salesforce + Zendesk?

Connect your CRM and support desk to eliminate duplicate entry and keep customer data perfectly synchronized.

What you can automate?
๐Ÿ”„
Sync customer support cases and tickets instantly
Create a matching Zendesk ticket whenever a new Salesforce case is opened, or generate a Salesforce case from incoming Zendesk inquiries. Support and sales teams share a unified view of every customer.
๐Ÿ“‹
Capture every submitted custom field and detail
Map all available Zendesk ticket attributes and Salesforce case fields directly between both platforms. Ensure no notes, priorities, or descriptions get left behind during data transfers.
๐Ÿšจ
Alert the right team member as events occur
Trigger instant notifications when critical support issues are logged or escalated. Keep your staff informed across messaging channels without checking multiple dashboards.
๐Ÿ”€
Route records based on submitted field values
Evaluate case priority or account tier upon creation to direct high-value clients to senior representatives. Handle standard inquiries and enterprise requests through tailored workflows.
๐Ÿ”„
Keep destination records up to date continuously
Update Salesforce case statuses automatically whenever a Zendesk support ticket changes state. Maintain accurate pipeline and service records without manual typing.
๐Ÿ”
Prevent duplicate records during synchronization
Search existing contacts and organizations before creating new entries in Salesforce or Zendesk. Keep your databases clean and organized automatically.
โœ…
Handle later status changes like ticket resolution
Update Salesforce opportunities and case records when a Zendesk ticket is solved or closed. Ensure revenue and success teams know when customer issues reach a resolution.
๐Ÿ’ฌ
Extend your workflow to team messaging apps
Connect your core Salesforce and Zendesk flow to Slack to broadcast support updates and ticket resolutions to your entire organization.
And much more...

Who is Salesforce + Zendesk integration for?

Connecting Salesforce and Zendesk streamlines customer support data, ensuring teams can resolve issues faster and keep records synchronized without manual data entry.

Data analysts and reporting managers
Data analysts and reporting managers
Customer support leads
Customer support leads
Account managers
Account managers
High-volume support teams
High-volume support teams
Sales representatives
Sales representatives
CRM administrators
CRM administrators
๐Ÿ“ˆ
Data analysts and reporting managers
You're reviewing customer support metrics in Salesforce but your metrics are outdated because support tickets logged in Zendesk take hours to sync manually โ€” this integration means every new support ticket lands in your CRM instantly and your reports stay current.
โšก
Customer support leads
You need to act fast on critical client issues, but you find out about escalations too late because support requests in Zendesk haven't been logged in Salesforce yet โ€” automating both apps means high-priority tickets alert your team immediately.
๐Ÿค
Account managers
You answer to enterprise clients who want to see real-time progress on their support cases, but your CRM and support records keep falling out of sync โ€” connecting these apps means every ticket status update reflects in Salesforce right away.
๐Ÿ“Š
High-volume support teams
The volume of daily customer inquiries is too high for anyone to keep up by hand, leading to missed follow-ups and fragmented records โ€” this integration means every Zendesk ticket and Salesforce case syncs automatically without manual effort.
๐Ÿ”„
Sales representatives
You own the customer relationship and depend on support teams to hand over ticket details, but information gets trapped in Zendesk silos โ€” automating both apps means every customer interaction flows straight into your Salesforce opportunities.
๐Ÿ—‚๏ธ
CRM administrators
You need a reliable customer history for audits and reviews, but keep finding gaps between your support logs and sales records โ€” with this integration, every contact, case, and ticket forms a complete history automatically.
Our team

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Why choose Integrately to automate Salesforce + Zendesk

Build and manage your Salesforce + Zendesk automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Salesforce + Zendesk with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Salesforce to Zendesk?
Frequently Asked Questions
You can connect Salesforce to Zendesk in 1 click using ready templates on Integrately, or ask Integrately AI to build the integration. You can also connect Slack, HubSpot, and 1,500+ other apps.
Can I automatically create a Zendesk ticket when a Salesforce case is opened?
Frequently Asked Questions
Can I connect Salesforce, Zendesk, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Salesforce and Zendesk?
Frequently Asked Questions
How are Salesforce cases synchronized with Zendesk tickets?
Frequently Asked Questions
Can Zendesk ticket updates change Salesforce case statuses?
Frequently Asked Questions
Do I need coding skills to automate Salesforce and Zendesk?
Frequently Asked Questions
Is the Salesforce and Zendesk integration free?
Frequently Asked Questions
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You Can Also Connect Salesforce or Zendesk With 1500+ Other Apps

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