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Connect Zendesk to Salesforce

Automate workflows and sync data between Zendesk and Salesforce with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Zendesk & Salesforce?

Intelligent Automation Workflows

Leverage 10 available triggers from Zendesk to execute 24 targeted actions in Salesforce automatically.

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Zendesk and Salesforce perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Zendesk and Salesforce for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Zendesk logo

Zendesk

Triggers (10)

Locale Updated

Emit new event when a locale has been updated

polling
New Side Conversation

Emit new event when a side conversation is created on a ticket. See the documentation

polling
New Side Conversation Reply

Emit new event when a reply is added to an existing side conversation on a ticket. See the documentation

polling
New Ticket (Instant)

Emit new event when a ticket is created

webhook
New Ticket Added to View (Instant)

Emit new event when a ticket is added to the specified view

webhook
New Ticket Comment Added (Instant)

Emit new event when a ticket comment has been added

webhook
Ticket Closed (Instant)

Emit new event when a ticket has changed to closed status

webhook
Ticket Pending (Instant)

Emit new event when a ticket has changed to pending status

webhook
Ticket Solved (Instant)

Emit new event when a ticket has changed to solved status

webhook
Ticket Updated (Instant)

Emit new event when a ticket has been updated

webhook

Actions (24)

Add Ticket Tags

Add tags to a ticket (appends to existing tags). See the documentation.

Create Ticket

Creates a ticket. See the documentation.

Delete Ticket

Deletes a ticket. See the documentation.

Get Article

Retrieves an article by its ID. See the documentation.

Get Macro

Retrieves a macro by its ID. See the documentation.

Get Side Conversation

Retrieve a single Zendesk side conversation by ID (UUID, e.g. 8566255a-ece5-11e8-857d-493066fa7b17). Use **List Side Conversations** to discover IDs for a given ticket. Set includeEvents to true to sideload the conversation's events (creation, replies, state changes). See the documentation.

Get Ticket Info

Retrieves information about a specific ticket. See the documentation.

Get User Info

Retrieves information about a specific user. See the documentation.

List Active Macros

Lists all active shared and personal macros available to the current user. See the documentation.

List Articles

Retrieves a list of articles. See the documentation.

List Fields Options

Retrieves available options for the Fields field.

List Locales

Retrieves all locales. See the documentation.

List Macro Category Options

Retrieves available options for the Macro Category field.

List Macros

Retrieves all macros. See the documentation.

List Side Conversations

Retrieve all side conversations on a Zendesk ticket. Side conversations are collaboration threads attached to a ticket (email, Slack, Microsoft Teams, or linked child tickets). Use **Get Side Conversation** to fetch a single side conversation by ID. Set includeEvents to true to sideload each conversation's events (creation, replies, state changes). See the documentation.

List Ticket Comments

Retrieves all comments for a specific ticket. See the documentation.

List Tickets

Retrieves a list of tickets. See the documentation.

Remove Ticket Tags

Remove specific tags from a ticket. See the documentation.

Search Articles

Searches Help Center articles. See the documentation.

Search Community Posts

Searches Help Center community posts. See the documentation.

Search Help Center

Searches across knowledge base articles, community posts, and external records using the Zendesk unified Guide search. See the documentation.

Search Macros

Search for macros by name. See the documentation.

Search Tickets

Searches for tickets using Zendesk's search API. See the documentation.

Set Custom Ticket Fields

Sets one or more custom field values on a ticket. See the documentation.

Salesforce logo

Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook
Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook
Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook
New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook
New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook
New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook
New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook
New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook
New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook
New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When Zendesk trigger → Create/Update in Salesforce

Most Popular
ZendeskZendesk

Locale Updated

SalesforceSalesforce

Add Contact to Campaign

When Salesforce trigger → Update Zendesk

Bi-directional
SalesforceSalesforce

Case Updated (Instant, of Selectable Type)

ZendeskZendesk

Add Ticket Tags

How It Works

1

Connect Apps

Authenticate your Zendesk and Salesforce accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Zendesk and Salesforce with 20 public triggers available for instant updates.

Automated Actions

Execute 48 public actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Zendesk and Salesforce in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Zendesk and Salesforce with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

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Reverse Integration Available

Also connect Salesforce to Zendesk for bidirectional automation

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All Zendesk Integrations

Explore all available Zendesk connections

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All Salesforce Integrations

Explore all available Salesforce connections

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