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Create new Insightly CRM Opportunity from Zendesk Ticket

This integration selects new Zendesk tickets and imports them to Insightly CRM as opportunities and links them to contacts, corresponding to Zendesk requesters.

Note: It does not import pre-existing Zendesk tickets to Insightly CRM opportunities.

How to Set Up

  1. Select or create connections: Zendesk connection for Source and Insightly CRM connection for Target.
  2. Specify the schedule, on which the integration will run automatically.

Tips

  • To create Insightly CRM opportunities for specific new Zendesk tickets, configure filters in the task editor.