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Zendesk for Salesforce

Zendesk for Salesforce

Deliver a great customer experience from sales to support
Unite your sales and support teams
Sales and support teams are at the frontlines of your business driving important customer interactions every day. In order to deliver a great customer experience, your teams need to be on the same page. With Zendesk, you can give your sales and support teams a holistic view of your customers with a dynamic two-way data sharing integration between Zendesk and Salesforce. Get started today with the help of our user’s guide.

Highlights

Improve customer satisfaction with better conversations

Enable your support team to deliver a personal service experience and ensure customer satisfaction with customer profile information from Salesforce in their Zendesk view. With Zendesk for Salesforce, you can pull in any CRM data, including custom objects, so your support team can see a full Salesforce customer profile right next to a live ticket, all without having to leave Zendesk.

Sync your sales and support teams for faster resolutions

Collaborate to resolve customer issues faster with access to complete Zendesk tickets including custom field data within Salesforce. Your teams can stay up to date on an account and customer with the ability to view, create and update tickets in Salesforce, which syncs to Zendesk. Also, you only need to maintain a single customer database between sales and support that is always in sync.

Increase the effectiveness of your teams and business

Track trends across all points of interactions your support and sales teams have with your customers. You can view pre-built reports in Salesforce that slice and dice Zendesk ticket data through several Salesforce lenses. You can also further measure productivity and workflow efficiencies by building custom Salesforce reports that analyze Zendesk ticket data.

What our customers are saying

Zuora

“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.”
– Marlene Summers, Director, Global Support
Read the full case study

Groupon

“The Salesforce integration is a huge win for a business like Groupon. We can use the integration to maximize our efficiency and clarity for both teams in the platforms where they are most proficient. It gives us full transparency for all parties that might touch a customer, so everyone is on the same page all the time.”
– Matt Owens, Head of Product Support

Panopto

“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.”
– Dave Hannan, Director of Application Engineering

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