Automate Zendesk Ticket Enrichment with Pipedrive Sales Owner Data
detail.loadingPreview
This workflow automatically fetches new Zendesk tickets, identifies the requester, and enriches the ticket data with the corresponding Pipedrive sales owner's information. It ensures your support team has crucial sales context for every incoming request, enabling smarter routing and faster resolution.
About This Workflow
Bridge the gap between your sales and support teams with this powerful n8n workflow. Designed to run incrementally every 5 minutes, it monitors your Zendesk instance for new tickets. For each new ticket, it intelligently queries Pipedrive to identify the associated contact and, more importantly, their dedicated sales owner. This crucial sales context, including the Pipedrive owner's email and potential matching Zendesk agent ID, is then seamlessly merged back into the Zendesk ticket data. Empower your support agents with a 360-degree view of your customers, facilitating personalized interactions and improving overall customer experience.
Key Features
- Incremental Ticket Sync: Automatically fetches only new Zendesk tickets created since the last execution.
- Pipedrive Contact Lookup: Searches Pipedrive to find the contact associated with the Zendesk ticket requester.
- Sales Owner Identification: Retrieves the dedicated sales owner for each identified Pipedrive contact.
- Zendesk Agent Matching: Identifies internal Zendesk agents who correspond to the Pipedrive sales owners by email.
- Data Enrichment: Merges Pipedrive sales owner and matching Zendesk agent information directly into your Zendesk ticket data for comprehensive context.
How To Use
- Configure Zendesk Credentials: Set up your Zendesk API credentials within n8n. This workflow uses a credential named "Zendesk account" (ID: 5).
- Configure Pipedrive Credentials: Set up your Pipedrive API credentials. This workflow uses a credential named "Pipedrive account" (ID: 1).
- Adjust Trigger Schedule (Optional): The "Every 5 minutes" Cron node (ID:
a4ccf1d7-5d9f-4c4e-a5b9-c54ed77c5c44) is set to run every 5 minutes. You can adjust this frequency as needed. - Review Data Mapping: Inspect the "Keep only needed requester information" and "Keep only requester owner email" Set nodes to ensure the extracted fields (
requester_email,requester_pipedrive_email,requester_pipedrive_owner_email) align with your data structure. - Activate Workflow: Once credentials are set and configurations are reviewed, activate the workflow to begin automatically enriching your Zendesk tickets.
Apps Used
Workflow JSON
{
"id": "219e504c-c647-44c1-906b-4a09a518d017",
"name": "Automate Zendesk Ticket Enrichment with Pipedrive Sales Owner Data",
"nodes": 24,
"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: 219e504c-c647...
About the Author
DevOps_Master_X
Infrastructure Expert
Specializing in CI/CD pipelines, Docker, and Kubernetes automations.
Statistics
Related Workflows
Discover more workflows you might like
Typeform to HubSpot Lead Qualification & Gmail Follow-up
Streamline your lead capture process by automatically syncing Typeform submissions to HubSpot. Qualify leads based on their interest and send personalized follow-up emails instantly. This workflow ensures no lead is missed and interested prospects receive immediate attention.
AI-Powered Upwork Proposal Automation Suite
This n8n workflow leverages AI to automate the entire freelance proposal process, from crafting personalized application text to generating professional Google Doc proposals and visual workflow diagrams. It significantly reduces manual effort, allowing freelancers to scale their client acquisition rapidly and effectively.
AI-Powered Stack Overflow Lead Generation
Unleash the power of AI to automatically scrape valuable lead data from Stack Overflow user profiles. This workflow intelligently identifies and extracts key information like names, locations, skills, and reputation, then seamlessly organizes it into your Google Sheet for effortless lead management.