Automate Zendesk Ticket to Pipedrive CRM Integration
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Seamlessly sync Zendesk ticket data to Pipedrive CRM. This workflow identifies new email-based Zendesk tickets, finds corresponding contacts in Pipedrive, and enriches ticket information with Pipedrive data for a unified customer view.
About This Workflow
This n8n workflow automates the synchronization of crucial customer data between Zendesk and Pipedrive CRM. It begins by fetching Zendesk tickets that have been updated since the last execution. For tickets originating from email channels, it extracts the sender's email address and searches for a matching contact in Pipedrive. If a match is found, the Pipedrive Person ID is added to the Zendesk ticket data. Subsequently, it retrieves detailed comments from Zendesk tickets and merges this information with the enriched ticket data. The workflow then filters for newly created comments, ensuring that only relevant updates are processed for further integration or analysis, providing a comprehensive and up-to-date view of customer interactions across both platforms.
Key Features
- Automated Ticket Fetching: Retrieves Zendesk tickets updated since the last workflow run.
- Email Channel Identification: Specifically processes tickets that arrived via email.
- Pipedrive Contact Matching: Links Zendesk tickets to existing contacts in Pipedrive based on email address.
- Data Enrichment: Adds Pipedrive Person ID and other relevant data to Zendesk tickets.
- Comment Aggregation: Fetches and merges Zendesk ticket comments for a complete history.
How To Use
- Configure Zendesk Credentials: Set up your Zendesk API credentials in n8n.
- Configure Pipedrive Credentials: Set up your Pipedrive API credentials in n8n.
- Set Last Execution Timestamp: The
Get last execution timestampandSet new last execution timestampnodes manage the tracking of workflow executions for efficient data fetching. - Fetch Zendesk Tickets: The
Get tickets updated after last executionnode queries Zendesk for recent ticket activity. - Filter by Channel: The
Channel is emailnode ensures only email-based tickets are processed. - Prepare for Pipedrive Search: The
Set search emailandRemove duplicates to make search efficientnodes prepare the email addresses for Pipedrive lookup. - Search Pipedrive Contacts: The
Search persons by emailnode looks for matching contacts in Pipedrive. - Map Pipedrive Data: The
Rename fields and keep only needed fieldsnode extracts necessary information like the Pipedrive Person ID. - Conditional Pipedrive Integration: The
Pipedrive person Id foundnode checks if a corresponding Pipedrive contact exists. - Enrich Zendesk Tickets: The
Add Pipedrive person Id to Zendesk ticketsnode merges Pipedrive data with Zendesk ticket information. - Retrieve Zendesk Comments: The
Get Zendesk comments for ticketsnode fetches comments for each relevant ticket. - Merge Ticket and Comment Data: The
Add comments to ticketsnode combines ticket details with their associated comments. - Process Comments Individually: The
Process commenst per ticketnode allows for granular processing of each comment. - Identify New Comments: The
New commentnode filters for comments created since the last execution to ensure only relevant updates are considered.
Apps Used
Workflow JSON
{
"id": "c3c47831-7faf-4805-aac3-fdb286b1fbab",
"name": "Automate Zendesk Ticket to Pipedrive CRM Integration",
"nodes": 8,
"category": "Operations",
"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: c3c47831-7faf...
About the Author
SaaS_Connector
Integration Guru
Connecting CRM, Notion, and Slack to automate your life.
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