Connect Insightly CRM and Zendesk integrations
Connect Insightly 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 Insightly 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.
Triggers when a new object of a selected type is created.
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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Build your Insightly CRM and Zendesk integrations.
Create custom Insightly 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 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 a new object of a selected type.
Creates or updates a drop-down ticket field option.
Creates a user.
Creates or updates an organization.
Popular Insightly CRM and Zendesk workflows.
Looking to get more out of Insightly CRM and Zendesk? With Make you can visually integrate Insightly 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 ->Upload a new user into LinkedIn Matched Audiences from a new lead in Insightly CRM
This template regularly checks for new leads in Insightly CRM and uses the retrieved information to upload new users into LinkedIn Matched Audiences. For the best performance, your contacts should have these fields filled out: 1) First name 2) Last name 3) Email Having the contact associated with company information will also improve match rates on LinkedIn, however it's not mandatory for this template to work. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.
TRY IT ->Upload a new LinkedIn Offline Conversion from a new lead in Insightly CRM
This template regularly checks for new leads in Insightly CRM and uses the retrieved information to upload new offline conversions to LinkedIn. For the best performance, your contacts should have these fields filled out: 1) First name 2) Last name 3) Email Having the contact associated with company information will also improve match rates on LinkedIn, however it's not mandatory for this template to work. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.
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.
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