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Pipedrive CRM
Zendesk

Connect Pipedrive CRM and Zendesk integrations

Explore ready-made Pipedrive CRM and Zendesk templates and start automating in minutes.

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Create a custom workflow

Connect Pipedrive CRM and Zendesk to automate your workflows, improving customer interactions and enhancing team productivity with real-time data synchronization and effective task management.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Pipedrive CRM
Trigger: New Activity Event (Deprecated)
Zendesk
Action: Select an action
1. Select a trigger

  • Triggers when a new activity is added, updated or deleted. This module is deprecated. Please use Watch New Events module.

  • Triggers when a new deal is added, updated or deleted. This module is deprecated. Please use Watch New Events module.

  • Triggers when a new note is added, updated or deleted.

  • Triggers when a new organization is added, updated or deleted. This module is deprecated. Please use Watch New Events module.

  • Triggers when a new person is added, updated or deleted.

  • Triggers when a new product is added, updated or deleted. This module is deprecated. Please use Watch New Events module.

  • Triggers when a new activity is added or updated.

  • Triggers when a new activity is added or updated.

  • Triggers when a new deal is added or updated.

  • Triggers when a new deal is added or updated.

  • Triggers when a new email is added to Inbox.

  • Triggers when a new lead is added or updated.

  • Triggers when selected event of the selected object occurs.

  • Triggers when a new note is added or updated.

  • Triggers when a new organization is added or updated.

  • Triggers when a new organization is added or updated.

  • Triggers when a new person is added or updated.

  • Triggers when a new person is added or updated.

  • Triggers when a new product is added or updated.

  • Triggers when a new product is added or updated.

2. Select an action

  • Adds tags or replaces existing tags of a ticket, user or organization.

  • Creates a group.

  • Creates a request.

  • 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 a drop-down ticket field option.

  • Creates a user.

  • Creates or updates an organization.

  • Deletes a group.

  • Deletes a suspended ticket.

  • Deletes a user.

  • Deletes an organization.

  • Retrieves a group.

  • 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 suspended ticket.

  • Retrieves a ticket.

  • Retrieves a user.

  • Retrieves an organization.

  • 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.

  • Recovers a suspended ticket.

  • 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 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.

  • Updates an organization.

  • Uploads attachments for future use in a ticket.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

With Make, integrate Pipedrive CRM as a trigger and Zendesk as an action to automate your workflows. Use Pipedrive CRM to trigger automated processes whenever new leads, contacts, or deals are updated. Automatically transfer these events to Zendesk, where they are transformed into actions, such as creating tickets or updating customer support records. These interactions enable real-time data synchronization between Pipedrive CRM and Zendesk, improving team productivity by effectively managing customer relationships and support tasks without manual intervention. Access the potential of this integration to improve operational efficiency and customer satisfaction.

Add a Follower
Add follower to an object of selected type (deals, organizations, persons).
Action
Add a Follower (Deprecated)
Add follower to an object of selected type (deals, organizations, persons).
Action
Add a Participant to a Deal
Adds a participant to a deal.
Action
Add a Product to a Deal
Adds a product to the deal.
Action
Add a Recurring Subscription (Deprecated)
Adds a new recurring subscription to a deal.
Action
Add an Installment Subscription (Deprecated)
Adds a new installment subscription.
Action
Add an Installment to a Deal
Adds an installment to a deal.
Action
Add, Replace or Remove Tags
Adds tags or replaces existing tags of a ticket, user or organization.
Action
Cancel a Recurring Subscription (Deprecated)
Cancels a recurring subscription.
Action
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How to set up Pipedrive CRM and Zendesk in 5 easy steps

Date

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Duration

Step 1

Obtain your Pipedrive API token

First, locate and copy your personal API token within your Pipedrive account settings.

Date

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Duration

Step 2

Connect Pipedrive to Make

Use the API token to set up a connection between Pipedrive and the Make platform.

Date

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Duration

Step 3

Create a custom Zendesk application

Set up a unique application in Zendesk as preparation for connecting to Make.

Date

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Duration

Step 4

Secure your Zendesk secret code

Copy and save your Zendesk 'Secret' code safely, as it's crucial for the connection.

Date

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Duration

Step 5

Set up Zendesk connection in Make

Enter your Zendesk domain and secret information to complete the connection process on Make.

Improve sales and support efficiency with Pipedrive CRM and Zendesk integration

Enhance customer service and streamline operations by integrating Pipedrive CRM with Zendesk, automating ticket creation, improving communication, and ensuring unified data access.

Date

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Duration

Improved customer support

Integrating Pipedrive CRM with Zendesk via Make improves customer queries and history between sales and support teams.

Date

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Duration

Automated ticket creation

Automatically create Zendesk tickets from Pipedrive updates, ensuring potential issues are promptly addressed.

Date

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Duration

Unified data access

Access customer data from both applications, providing a comprehensive view of customer interactions.

Date

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Duration

Better communication

Integration facilitates real-time notifications between sales and support, reducing communication gaps.

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Integrating Pipedrive CRM and Zendesk using Make allows you to automate workflows between your sales and support teams. This integration ensures effective communication and data transfer, improving customer relationship management and reducing manual data entry.

By using Make, you can set up automated workflows that eliminate data silos by keeping customer information synchronized between Pipedrive and Zendesk. This reduces the chances of errors and increases efficiency in managing customer data.

One unique feature is the ability to create custom workflows that fit your business processes. This integration allows you to trigger actions in Zendesk based on updates in Pipedrive, such as creating a new support ticket when a deal is updated, improving issue tracking and resolution.

No, setting up the integration is straightforward. Make provides a user-friendly interface with a drag-and-drop workflow builder that simplifies the process. You can easily connect Pipedrive and Zendesk without needing extensive technical knowledge, and customer support is available if you encounter any issues.