Salesforce Zendesk Contacts Sync – PieSync Recipe

April 6, 2018
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zendesk salesforce

Recipe summary

  • Duration: between 5 and 10 minutes

  • Brings customer support and sales closer together

  • Tastes like Peach Pie.

Ingredients

A customer support tool like Zendesk Salesforce CRM. PieSync

Preparation

Sign-up for a PieSync account.

On the PieSync dashboard, choose Zendesk and Salesforce. Then authorize PieSync to have access to your apps.

Configure your sync between Salesforce Zendesk

The first two default rules are your two-way sync. This rule syncs ALL contacts between Salesforce and Zendesk.

You don’t need to configure anything to sync updates to the default fields, listed below:

image12

This means when your customer care team update a customer’s number in Zendesk, it will be automatically updated in Salesforce (and vice versa).

What your team will see is this:

image10

f you want to create more nuance in your sync, and only sync relevant contacts (such as active customers) between the two apps, use the if-this-then-that configuration. You can then sync based on tags and segments.

Did you like this recipe? Then check out our PieSync Recipe Book for Salesforce users:

About Vanessa Rombaut

Vanessa is a wordsmith extraordinaire. Originally from Australia, she has travelled the world and the seven seas to write scintillating content for you to enjoy.

She likes books, travel, vintage films and sushi (not necessarily in that order).