Zendesk Ticket to Pipedrive Note Sync
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CRMautomationcrmnotespipedrivesupportsynczendesk
Synchronizes Zendesk ticket comments to Pipedrive notes, linking them to relevant contacts.
About This Workflow
This workflow automates the process of capturing Zendesk ticket comments and converting them into notes within Pipedrive. It ensures that valuable communication from support tickets is preserved and accessible in your CRM, linked to the correct contacts.
Key Features
- Fetches Zendesk tickets updated since the last execution.
- Identifies tickets originating from email channels.
- Searches for corresponding contacts in Pipedrive based on the sender's email.
- Adds Pipedrive Person IDs to Zendesk tickets if found.
- Retrieves comments for relevant Zendesk tickets.
- Filters for new comments based on creation timestamp.
- Creates a new note in Pipedrive for each new comment, including sender information and the comment body.
- Manages execution timestamps to track processed data.
How To Use
- Trigger: The workflow is scheduled to run daily at 09:00 AM via a
cronnode. - Timestamp Management: The
Get last execution timestampnode stores and retrieves the last time the workflow successfully processed data. This is crucial for only fetching updated tickets. - Zendesk Ticket Retrieval: The
Get tickets updated after last executionnode fetches tickets from Zendesk that have been updated since the last execution. - Email Channel Filtering: The
Channel is emailnode filters these tickets to only process those that originated from an email channel. - Pipedrive Contact Search: For each email ticket, the
Set search emailnode extracts the sender's email. This email is then used byRemove duplicates to make search efficientandSearch persons by emailto find a matching person in Pipedrive. - Pipedrive ID Association: If a Pipedrive contact is found, their
idis extracted and stored in the Zendesk ticket data usingRename fields and keep only needed fieldsandAdd Pipedrive person Id to Zendesk tickets. - Pipedrive Person ID Check: The
Pipedrive person Id foundnode checks if a Pipedrive Person ID was successfully associated. - Comment Retrieval: If a Pipedrive Person ID exists,
Get Zendesk comments for ticketsfetches the comments for that specific ticket. - Comment Merging and Processing:
Add comments to ticketsmerges ticket data with comment data.Process commenst per ticketprepares these comments for individual processing. - New Comment Identification: The
New commentnode compares the comment's creation timestamp with the last execution timestamp to identify new comments that need to be processed. - Pipedrive Note Creation: For each new comment,
Add comment as a note in Pipedrivecreates a new note in Pipedrive, linking it to the foundPipeDrivePersonIdand including the original message details. - Workflow Completion: The
Done processingnode checks if all comments have been processed. If so, it triggersSet new last execution timestampto update the last execution time, ensuring the next run starts from the correct point.
Apps Used
a
automationc
crmn
notesp
pipedrives
supports
syncz
zendeskWorkflow JSON
{
"id": "ae22b504-8c4b-447b-bf53-dc6a7ee5155e",
"name": "Zendesk Ticket to Pipedrive Note Sync",
"nodes": 16,
"category": "CRM",
"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: ae22b504-8c4b...
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