zendesk tickets straight to the right Pipedrive owner

Every few minutes the scenario takes new tickets from zendesk, finds the client in Pipedrive and assigns the ticket to the manager who owns them.

  • A ticket lands with its manager at once
  • The owner is pulled from Pipedrive automatically
  • A check every few minutes
  • A clear note when the client isn't in the base
Zendesk
Set it upScriptera

How it works

To connect Pipedrive and Zendesk, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: Every 5 minutes
  2. Then: Get last execution timestamp
  3. Then: Get tickets created after last execution
  4. Check: Add requester information to ticket data
  5. Then: Search requester in pipedrive
  6. Then: Get owner information of Pipedrive contact
  7. Then: Keep only requester owner email
  8. Check: Add Pipedrive agent data to pipedrive contact information
  9. Check: Add contact owner to ticket data
  10. Check: Contact exists in Pipedrive
  11. If yes: Change assignee to Pipedrive contact owner
  12. Then: Set new last execution timestamp
  13. If no: Add a note requester not found
  14. Then: Get requester information
  15. Then: Keep only needed requester information
  16. Then: Get agents and admins
  17. Then: Keep only email and Id

You can launch this Pipedrive + Zendesk integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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