This integration selects new Zendesk tickets and imports them to Pipedrive as deals with notes, corresponding to ticket descriptions.
Note: It does not import pre-existing Zendesk tickets to Pipedrive deals.
How to Set Up
- Select or create connections: Zendesk connection for Source and Pipedrive connection for Target.
- Specify the deal stage:
- Open the import task
- On the Mapping Definition of your import task, for the StageId field specify the deal stage name instead of Enter your stage name....
- Save the task.
- Specify the schedule, on which the integration will run automatically.
- To create deals for specific new Zendesk tickets, configure filters in the task editor.