Create new Pipedrive Deal from Zendesk Ticket
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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.
Tips
- To create deals for specific new Zendesk tickets, configure filters in the task editor.
Frequently Asked Questions
What do I need to start this import?
Connect your source and target apps, review the prebuilt import setup, and run the template.
Can I change field mappings before importing?
Yes. You can review and modify mappings, filters, and other import settings before running the import.
Can this import run automatically on a schedule?
Yes. Import templates can run automatically based on your selected schedule.
What happens if some records fail during import?
Skyvia provides import logs and error details so you can review failed records and rerun the import if needed.
Do I need coding skills to use import templates?
No. Import templates are configured through Skyvia’s visual interface without coding.