Zendesk for Salesforce
Close your customer loop from sales to support
Gain complete visibility into your customer relationships with this two-way integration that lets you seamlessly access your Salesforce customer data from Zendesk, and vice versa.
Now includes a Chatter integration and bi-directional syncing of all your users and data!
Zuora loves it
“Zendesk’s out-of-the-box Salesforce integration allows Zuora’s Salesforce users to have visibility into customer service tickets. It also empowers Zuora support agents with a 360 view of relevant Salesforce Account and Contact data. We are very pleased to see Zendesk continue to enhance its Salesforce integration.”
Highlights
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Automatic user and data syncing
Ensure all your users and data are kept automatically in sync at all times. Create and trigger business rules based on data in both Zendesk and Salesforce. Report on consolidated Salesforce cases and Zendesk ticket data, and tap into Salesforce’s advanced analytics to make intelligent business decisions.
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Access Salesforce CRM data from Zendesk
View Salesforce CRM information in a customer profile directly in Zendesk. Customize Salesforce attributes shown in Zendesk user profiles.
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Easily access and filter Zendesk ticket data from Salesforce
View Zendesk tickets directly from Salesforce, and easily filter them by status, priority and type. Update and create Zendesk tickets within the Salesforce platform. Zendesk events automatically are added to the activity stream in Chatter.
What our customers are saying
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“The seamless integration of the Zendesk Ticket View with Salesforce CRM allows us to have one support center that gives our team total visibility into all accounts.”
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“Zendesk and Salesforce are our most critical tools for finding and keeping customers. Now every department has a clearer understanding of customer status and can create reports which reflect that across the company.”
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Sample the goods!
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