Zendesk Ticket to Pipedrive Note Sync

Name: Zendesk Ticket to Pipedrive Note Sync
Rating: 5 (5 reviews)
Author: Free N8N

Intermediate

16 nodes connected

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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 cron node.
Timestamp Management: The Get last execution timestamp node 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 execution node fetches tickets from Zendesk that have been updated since the last execution.
Email Channel Filtering: The Channel is email node filters these tickets to only process those that originated from an email channel.
Pipedrive Contact Search: For each email ticket, the Set search email node extracts the sender's email. This email is then used by Remove duplicates to make search efficient and Search persons by email to find a matching person in Pipedrive.
Pipedrive ID Association: If a Pipedrive contact is found, their id is extracted and stored in the Zendesk ticket data using Rename fields and keep only needed fields and Add Pipedrive person Id to Zendesk tickets.
Pipedrive Person ID Check: The Pipedrive person Id found node checks if a Pipedrive Person ID was successfully associated.
Comment Retrieval: If a Pipedrive Person ID exists, Get Zendesk comments for tickets fetches the comments for that specific ticket.
Comment Merging and Processing: Add comments to tickets merges ticket data with comment data. Process commenst per ticket prepares these comments for individual processing.
New Comment Identification: The New comment node 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 Pipedrive creates a new note in Pipedrive, linking it to the found PipeDrivePersonId and including the original message details.
Workflow Completion: The Done processing node checks if all comments have been processed. If so, it triggers Set new last execution timestamp to update the last execution time, ensuring the next run starts from the correct point.

Apps Used

automation

crm

notes

pipedrive

support

sync

zendesk

Workflow 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.