Automate Zendesk Ticket Ownership with Pipedrive Integration
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Streamline your sales and support by automatically assigning Zendesk ticket ownership based on Pipedrive contact data. This workflow ensures that tickets are routed to the correct sales representative, improving response times and customer satisfaction.
About This Workflow
This n8n workflow automates the process of assigning Zendesk tickets to the appropriate Pipedrive contact owner. It starts by triggering every 5 minutes, checking for new Zendesk tickets created since the last execution. For each new ticket, it retrieves requester information from Zendesk and then searches for that requester in Pipedrive to find their associated owner. The workflow then merges this Pipedrive owner information back into the Zendesk ticket data, ensuring that your sales team has visibility into who is responsible for each customer inquiry. Finally, it updates the Zendesk ticket with the identified owner, creating a seamless handover between support and sales.
Key Features
- Automated Ticket Assignment: Dynamically assigns Zendesk tickets to Pipedrive contact owners.
- Real-time Data Synchronization: Connects Zendesk and Pipedrive for up-to-date information.
- Improved Sales Efficiency: Ensures tickets are routed to the right sales reps, reducing manual effort.
- Enhanced Customer Experience: Faster response times due to accurate ticket routing.
- Customizable Trigger Intervals: Set the workflow to run every 5 minutes or adjust as needed.
How To Use
- Set up Cron Trigger: Configure the "Every 5 minutes" node to define how often the workflow runs.
- Fetch Zendesk Tickets: Connect your Zendesk account and set the "Get tickets created after last execution" node to query for new tickets.
- Retrieve Requester Details: Use the "Get requester information" node to pull details for each ticket's requester from Zendesk.
- Map Requester to Pipedrive: Employ the "Search requester in pipedrive" node using the requester's email to find their corresponding contact in Pipedrive.
- Get Pipedrive Owner Info: Utilize the "Get owner information of Pipedrive contact" HTTP request to fetch details about the Pipedrive contact's owner.
- Gather Zendesk Agents: Add the "Get agents and admins" node to fetch a list of your Zendesk agents for potential future use (though not directly used for assignment in this snippet).
- Merge Data: Use the "Add Pipedrive agent data to pipedrive contact information" and "Add contact owner to ticket data" merge nodes to combine the Pipedrive owner information with the Zendesk ticket data.
- Update Zendesk Ticket: (Implied, not shown in snippet) Add a final Zendesk node to update the ticket with the assigned owner based on the merged data. This step would typically involve using the ticket ID and setting the
assignee_id.
Apps Used
Workflow JSON
{
"id": "71fad8fb-a346-48e6-8f8f-134893069a1d",
"name": "Automate Zendesk Ticket Ownership with Pipedrive Integration",
"nodes": 23,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 71fad8fb-a346...
About the Author
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