Our Salesforce Integration Is Slick… and Getting Even Slicker

With Dreamforce kicking off down the street from us this week, we’re hearing a lot of conversations going on about how best to manage your customer relationships. The techniques are simple, of course – listen, treat everyone with respect, act quickly – but when you scale beyond just a handful of customers, it can be hard to pull off.

Every customer should feel like they’re the only customer you have. Early on, we saw the benefit of combining Salesforce’s leading CRM solution with the Zendesk support platform. We built an integration that gives you access to all your customer data within Zendesk; and similarly, all your support information when in Salesforce.

Zendesk for Salesforce gives organizations a faster, holistic, and more accurate view of their customers, from sales to support. No more having to be in two different systems. Salesforce and Zendesk data views are available via both platforms.

“Zendesk and Salesforce are our most critical tools for finding and keeping customers,” says Dave Hannan, Director of Application Engineering for Panopto. “[E]very department has a clearer understanding of where we stand in real-time with clients.”

Access Zendesk data from within Salesforce

Access Zendesk data from within Salesforce

If you haven’t seen yet what Zendesk for Salesforce can do for your sales and support team, check out zendesk.com/salesforce or go to Settings > Extensions in your Zendesk account and click on the CRM tab.

Of course, as both Zendesk and Salesforce continue to evolve, we are improving the integration all the time. Some upcoming features currently in beta include two way Chatter Integration, Bi-directional Sync – which will keep your CRM and Support data automatically in sync at all times, and stronger cross-platform workflows.

To learn more about these or to sign up to be a beta user of the new features, email us at [email protected]

  • Alexander

    I love this!

  • http://www.facebook.com/asundlihardig Alexander Sundli-Härdig

    Any news on this update?

  • Roohbir Singh

    Can calls recorded in Zendesk be added to Salesforce automatically to view under that lead or contact?

  • http://www.zendesk.com/ Zengage Editor

    Hi Roohbir,
    Thanks for your question. I have submitted a ticket for you and a customer advocate will respond to you soon.

  • http://twitter.com/Twittelstaedt Alex Mittelstaedt

    We currently have the “Zendesk for Salesforce” app installed into our Salesforce account, which pulls in ZD tickets to our record views. Allows sales & account management teams to view support issues associated with records. My question: Is there a way to take a new Lead/Task (via our Contact Form) and send it to ZD without copy and pasting manually?

  • http://www.zendesk.com/ Zengage Editor

     Hi Alex, thanks for your question!

    I’ve created a ticket for you and someone will be in touch soon to help.

  • Adam Lobb

    Hi Alex,

    Yes, you should now be able to do this with our newest version of the app – you’d just have to set up user syncing.  To do so, you first probably would want to follow the guide on setting up our new app, here:
    https://support.zendesk.com/entries/22077038-zendesk-for-salesforce-v3-getting-started

    The specific document that deals with user syncing is here:
    https://support.zendesk.com/entries/22066397-configure-user-and-organization-syncing-in-salesforce

    I hope that helps – let us know if you need any additional assistance!  

  • http://twitter.com/Twittelstaedt Alex Mittelstaedt

    :(