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BLaverack9

‎Oct 9, 2024 11:55 AM

Member

Integrating Zendesk tickets into a Deal

Hello!

So I'm wondering if anyone else has tried to achieve this.

Essentially what I'd like is to be able to automate the syncing of tickets to/from a Contact (that is linked to the deal) with the Zendesk topic "onboarding" to the Deal. Similarly I'd like any calls made to from Zendesk to the contacts number with the topic "onboarding' to be logged in the deal.

 

Reason being our Sales Team/AM team want to be able to get insights into how Onboarding is going for their customers without coming to the Ops team.

I know there are Hubspot/Zendesk syncs but these seem to be more contact specific?

Data Sync
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1 Reply 1
kennedyp
Community Manager

‎Oct 9, 2024 5:31 PM

Community Manager

Integrating Zendesk tickets into a Deal

Hi @BLaverack9! Welcome to the Community-- happy to have you here 😊

 

I understand your goal is to sync calls with the topic 'onboarding' from Zendesk > Contact > Deal. Are these calls synced over as Tickets or are they activities? 

I'd like to invite @johnelmer and @Bryantworks to the conversation as well! Hey y'all-- do you have any relevant experience you can share here? 

 

Best, 
Kennedy 


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Integrating Zendesk tickets into a Deal
Operations
Oct 9, 2024