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

  1. Select or create connections: Zendesk connection for Source and Pipedrive connection for Target.
  2. Specify the deal stage:
    1. Open the import task
    2. On the Mapping Definition of your import task, for the StageId field specify the deal stage name instead of Enter your stage name....
    3. Save the task.
  3. Specify the schedule, on which the integration will run automatically.

Tips

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