Connect Capsule CRM and Zendesk integrations
Connect Capsule CRM and Zendesk with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Capsule CRM and Zendesk to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Checks if a new case was created.
Checks if a new opportunity was created.
Checks if a new party was created.
Checks if a new task was created.
Triggers when an opportunity is created, updated or deleted.
Triggers when a party is created, updated or deleted.
Triggers when a case is created, updated or deleted.
Triggers when a task is created, updated or deleted.
Adds tags or replaces existing tags of a ticket, user or organization.
Creates a group.
Creates a new side conversation by the ticket ID. This feature is only available if it has been enabled by the administrator.
Creates a ticket.
Creates a ticket comment.
Creates or updates an organization.
Creates or updates a drop-down ticket field option.
Creates a user.
Deletes a group.
Deletes an organization.
Deletes a user.
Retrieves a group.
Retrieves an organization.
Retrieves the details of a side conversation by its ID and the ticket ID. This feature is only available if it has been enabled by the administrator.
Retrieves a ticket.
Retrieves a user.
Retrieves information related to a user's ticket, topics, subscriptions, etc.
Performs an arbitrary authorized API call.
Merges tickets into a single ticket.
Deletes a ticket permanently.
Removes a dropdown ticket field option.
Replies a side conversation by its ID and the ticket ID. This feature is only available if it has been enabled by the administrator.
Soft deletes a ticket.
Updates a group.
Updates an organization.
Updates the state or subject of the side conversation by its ID and the ticket ID. This feature is only available if it has been enabled by the administrator.
Updates a ticket. The update allows for adding a new comment too.
Updates a user.
Uploads attachments for future use in a ticket.
Retrieves all groups.
Retrieves all organizations.
Retrieves a list of side conversation events on the side conversation by its ID and the ticket ID. This feature is only available if it has been enabled by the administrator.
Retrieves a list of side conversations on the given ticket. This feature is only available if it has been enabled by the administrator.
Retrieves tickets that were soft deleted.
Lists the options of a ticket custom field.
Retrieves all tickets (except for archived or soft deleted tickets).
Retrieves comments on a ticket.
Retrieves all users or a group's users or an organization's users.
Retrieves any kind of object matching your query.
Searches for an organization that matches the specified criteria.
Searches for a ticket that matches the specified criteria. Does not list soft deleted tickets.
Searches for a user that matches the specified criteria.
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Create custom Capsule CRM and Zendesk workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds an person or organisation as an additional contact to the case.
Adds an person or organisation as an additional contact to the opportunity
Adds tags or replaces existing tags of a ticket, user or organization.
Creates a new case.
Creates a new party, opportunity or case custom field.
Creates a group.
Creates a new opportunity milestone.
Creates a new party.
Creates a new side conversation by the ticket ID. This feature is only available if it has been enabled by the administrator.
Popular Capsule CRM and Zendesk workflows.
Looking to get more out of Capsule CRM and Zendesk? With Make you can visually integrate Capsule CRM and Zendesk into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Search Zendesk tickets and add new rows to Google Sheets
Automatically search Zendesk tickets and add relevant data to Google Sheets, streamlining ticket management and data organization for enhanced productivity.
TRY IT ->Update Zendesk tickets with data from a custom webhook
Automatically update Zendesk tickets with data from a custom webhook. Streamline ticket management by integrating real-time data updates directly into Zendesk.
TRY IT ->Categorize support tickets with ChatGPT and allocate based on agent expertise
Boost your customer support experience by reducing response time using ChatGPT! Categorize tickets seamlessly, allocate them to agents with relevant expertise, and revamp your customer care efficiency.
TRY IT ->Create Zendesk users from new Google Form responses
Looking for a quick way to create new users in Zendesk from Google Sheets responses? This template will handle this process for you!
TRY IT ->Create Zendesk tickets from missed calls in RingCentral
Want to get back to your customers quickly when you miss their calls? Let Make create a ticket in Zendesk instantly when you have a missed call so that your team can get to it asap,
TRY IT ->Create Zendesk tickets from finished and missed Yodel.io calls
Every time a new call is finished or missed in Yodel.io, Make will automatically create a new ticket in Zendesk.
TRY IT ->Send Email to customers who created more than 2 Zendesk tickets in 30 days
Use this template to automatically send an email message to customers who create more than two tickets in the last 30 days to ensure the issues they have been experiencing are resolved. The template is set to run every day at 10:00. You can change it by clicking the watch icon on the first module.
TRY IT ->Create or close a ticket in Zendesk from a new event in Calendly
Every time a new Calendly event is scheduled with you, a new ticket will be instantly created in Zendesk. If the event is canceled, the ticket will be closed. A notification will be sent to a Microsoft Teams channel. You need to have a Calendly premium account to create this integration.
TRY IT ->Tag and/or comment on Zendesk tickets when an email to a requester is not delivered (from Gmail)
Use this template to automatically tag and/or comment on a Zendesk ticket if an email sent to a requester had not been delivered. The template works if you're using Zendesk in connection with Gmail.
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