Zendesk Integration › Sales CRM

Our Zendesk Integration › Add CustomerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. Support to Your CRM

Bring sales into the customer experience loop by integrating Pipeliner CRM and Zendesk.

About Zendesk

Zendesk is a customer service platform designed for companies that understand the importance of customer relationships. It facilitates great one-on-one support and helps businesses build out self-service options and proactive customer engagementEngagement Engagement is the state or process of keeping a specific class of audience (employees, management, customers, etc.) interested about a company or brand and invested in its success because of its perceived relevance and benefits to the audience..

What is Customer Management Relationship software

Key Features

Pipeliner to Zendesk Integration Options

  • All Tickets created by the support team can be synchronized to the CRM so sales people, accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. managers know what’s going on with the customers.
  • Tickets include all communication with a customer and all documents like images that are part of tickets.
  • Synchronisation of Contacts/Accounts between Pipeliner & Zendesk ensures that while working in Zendesk your support team has all the information about your customer without going back and forth between CRM & Zendesk.
  • Synchronization works in Real-time and admins have options to select between one-way sync / two-way sync.
  • Synchronization can synchronize “Documents“, “Ticket Comments“, “Tickets“, “Contacts (Customers)“, “Accounts (Companies)“, “Opportunities“, “Leads‘.
  • Synchronization supports synchronization of Custom fields, so users won’t miss any crucial dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. during the synchronization process.

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Integration Developer

Pipeliner CRM

This is a direct integration, developed as part of Pipeliner CRM application.

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