Who is this workflow for? Enhance your workflow by automatically transferring Zendesk tickets to Pipedrive contacts and assigning related tasks. This n8n workflow integrates Zendesk and Pipedrive, ensuring efficient management of support tickets and streamlined task distribution..

What does this workflow do?

  • Trigger Execution: A Cron node initiates the workflow every 5 minutes to check for new tickets.
  • Retrieve Zendesk Tickets: The Zendesk node fetches all tickets received since the last execution timestamp.
  • Extract Requester Information: A Set node isolates the requester’s email and ID from each ticket.
  • Merge Ticket and Contact Data: The Merge by Key node combines ticket data with requester contact information.
  • Search Pipedrive Contacts: The Pipedrive node searches for each requester in the Pipedrive contacts database.
  • Fetch Contact Owner Details: An HTTP Request node retrieves the owner information for each Pipedrive contact.
  • Filter Owner and Agent Data: Set nodes extract the requester owner’s email and the agent’s email and ID.
  • Consolidate Data: The Merge by Key node integrates owner information with the ticket data, associating each ticket with the relevant contact owner.
  • Assign or Note in Zendesk: The Zendesk node assigns the ticket to the Pipedrive contact owner. If the requester is not found, a note is added to the ticket instead.
  • Update Timestamp: A Function Item node records the latest execution time to ensure only new tickets are processed in future runs.

🤖 Why Use This Automation Workflow?

  • Automated Integration: Seamlessly connects Zendesk and Pipedrive, reducing manual data handling.
  • Time Efficiency: Saves time by automatically assigning tickets to the appropriate contacts without manual intervention.
  • Consistency and Accuracy: Ensures tickets are correctly matched to Pipedrive contacts, minimizing errors and oversight.

👨‍💻 Who is This Workflow For?

This workflow is designed for customer support teams and sales professionals who utilize Zendesk for ticketing and Pipedrive for customer relationship management. It is ideal for organizations seeking to integrate their support and sales processes to improve efficiency and coordination.

🎯 Use Cases

  1. Support to Sales Handover: Automatically assign support tickets to relevant sales contacts in Pipedrive for follow-up actions or upselling opportunities.
  2. Task Management: Create and assign tasks in Pipedrive based on new Zendesk tickets to ensure timely resolution and accountability.
  3. Enhanced Reporting: Maintain synchronized records of support interactions and sales activities for comprehensive reporting and analysis.

TL;DR

This n8n workflow automates the transfer of Zendesk tickets to Pipedrive contacts and assigns corresponding tasks, enhancing the integration between your support and sales systems. By implementing this automation, organizations can achieve greater efficiency, accuracy, and coordination in managing customer interactions and follow-ups.

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