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..

Key Features

Pipeliner to Zendesk Integration Options

  • Connect apps together to help automate tedious tasks between two apps with TriggersTriggers Triggers are a set of signals or occurrences that meet certain criteria to be considered an opportunity to make a sale., Searches, and Actions.
  • Moved Opportunity, New Feed Message, New LeadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity., New Opportunity, New Appointment, New Contact, New Activity, New 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., New topic in form, recent ticket, New organizationOrganization Organization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.)., New userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service., New group, New forum, New action on a ticket, New ticket, New view
  • Find a ticket, Find a User, Find an agent
  • Update Opportunity, Create Account, Create Contact, Create Opportunity, Create Feed Message, Create Lead, Update Account, Update Contact, Create Appointment, Update User, Create request, Attach file to ticket, Update ticket, Create User, Create ticket, Add tags to ticket, Update organization, Add comment to ticket, Create organization
  • Integrates your contacts two-way and in real time.¬†Every time you add or update a contact in Pipeliner, it is automatically synced with Zendesk, and vice versa

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Integration Developer

Pipeliner CRM

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

Pipeliner CRM Support Portal provides information on how to connect apps you already work with to your Pipeliner CRM account.