This automation checks for new or updated Users in Zendesk, then searches for matching Contacts in Salesforce by email. If no match is found in the Contacts object, a new Contact is created. If a matching Contact exists, it is updated with data from Zendesk.
Note: Email field is used to match users and contacts. If the email of a User in Zendesk is changed, a new Contact will be created in Salesforce.
Note: To properly extract the full name from Zendesk User, make sure it follows the format: FirstName LastName.
Frequently Asked Questions
What triggers this automation?
The automation starts automatically when the configured trigger event occurs in the connected app.
Can I customize the automation workflow?
Yes. You can modify triggers, actions, conditions, mappings, and other workflow settings.
Does this automation run automatically after setup?
Yes. Once enabled, the automation runs automatically based on triggers or schedules.
Can I add more steps or actions to this automation?
Yes. You can extend the workflow with additional actions, conditions, and connected apps.
Do I need coding skills to use automation templates?
No. Skyvia automation templates are configured through a visual interface without coding.
