Step-by-Step Guide to Integrating Zendesk and Salesforce

Today’s leading companies aim to establish a customer-centric vision and tactical strategy, and technology plays a critical role. It provides the infrastructure and tools to implement this vision and build it into a company’s daily processes. By integrating a customer relationship management (CRM) application, like Salesforce, and a customer service software solution, like Zendesk, organizations create the environment for providing an optimal customer experience.

The white paper “Matchmaking in the Cloud: A Perfect Marriage of Sales and Support” covers at length the advantages of combining best-of-breed solutions, like Zendesk and Salesforce.

In this white paper, we offer a step-by-step guide for integrating Zendesk for Salesforce. Zendesk for Salesforce closes the loop between sales and support teams by enhancing visibility into customer information and support activity. For the most up-to-date details on our Salesforce integration, see “Salesforce for Zendesk” in our forums.

Not using Salesforce for CRM? Zendesk also integrates with SugarCRM and Microsoft Dynamics.

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