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Zendesk + Agile CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Zendesk and Agile CRM

About Zendesk

Zendesk is the world's leading cloud-based customer service software that provides a single platform for businesses to improve their customer service, support and experience across multiple channels, such as email, social media and helpdesks.

About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

Agile CRM Integrations
Agile CRM Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Zoho CRM Zoho CRM
  • Salesforce Salesforce
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  • Alore CRM Alore CRM

Best Zendesk and Agile CRM Integrations

  • Zendesk Google Sheets

    Zendesk + Google Sheets

    Add Every New Zendesk Ticket to Google Sheets Read More...
    When this happens...
    Zendesk New Ticket
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Turn Google Sheets into a database for your Zendesk support tickets with Appy Pie easy to use Connects. Our platform lets you integrate Zendesk with Google Sheets in minutes without any coding skills. Once you’ve set up this integration, whenever a new ticket is opened in Zendesk, we will automatically add it to the Google Sheets. This way you can keep a record of entire Zendesk ticket & track them for future reference.
    How This Integration Works
    • A new ticket is opened in Zendesk
    • Appy Pie Connect adds the ticket information to a new row in Google Sheets
    What You Need
    • A Zendesk account
    • A Google account
  • Zendesk Salesforce

    Zendesk + Salesforce

    Create a Lead in Salesforce for Every New Zendesk Ticket Read More...
    When this happens...
    Zendesk New Ticket
     
    Then do this...
    Salesforce Create Lead
    It is natural for your support team to sometimes act as the sales team by working on potential new leads. Instead of having your support team manually send your sales people lead info, let Appy Pie Connect do it automatically. Once active, this Connect will trigger with every new ticket generation on Zendesk, automatically creating a new deal in Salesforce for your sales representatives to follow up.
    How this Zendesk – Salesforce integration works:
    • A new ticket appears in a Zendesk view
    • Appy Pie Connect creates new leads in Salesforce
    What Is Needed For Integration
    • A Zendesk account
    • A Salesforce Account
  • Zendesk Pipedrive

    Zendesk + Pipedrive

    Create Deals on Pipedrive from New Zendesk Tickets Read More...
    When this happens...
    Zendesk New Ticket
     
    Then do this...
    Pipedrive Create Deal
    Help your business grow by converting your helpdesk tickets into deals in your CRM application. Once this integration is active, whenever a new ticket is added on Zendesk, Appy Pie Connect will create a new deal on Pipedrive, giving you an opportunity to sell your products or services. Don’t waste another minute! Automate your workflow in minutes without any programming knowledge.
    How this Zendesk – Pipedrive integration works
    • A new ticket is created on Zendesk
    • Appy Pie Connect creates a new deal on Pipedrive
    What Is Needed For Integration
    • A Zendesk account
    • A Pipedrive account
  • Zendesk Office 365

    Zendesk + Office 365

    Create Office 365 Events for every New Zendesk Ticket Read More...
    When this happens...
    Zendesk New Ticket
     
    Then do this...
    Office 365 Create Event
    Both Office 365 and Zendesk are popular applications that help business owners get more done. When you sync both of these apps, you add another level of efficiency in your workflow. After setting up this integration, Appy Pie Connect will automatically create new Office 365 events every time a new ticket is created on Zendesk. This integration helps you keep up with your schedule.
    How It Works
    • A new ticket is created on a Zendesk view
    • Appy Pie Connect automatically creates an event in Office 365
    What You Need
    • An Office 365 account
    • A Zendesk account
  • Zendesk Slack

    Zendesk + Slack

    Get Notifications in Slack for Every New Zendesk Ticket Read More...
    When this happens...
    Zendesk New Ticket
     
    Then do this...
    Slack Send Channel Message
    The Zendesk – Slack automation from Appy Pie Connect makes your customer support process more efficient. Once this connect is active, Appy Pie Connect will send a notification to your chosen slack channel whenever a new ticket is opened in Zendesk. This way you can notify your team of new tickets or get a private message about the support tickets that need a personal reply.
    How This Zendesk - Slack Integration Works
    • A new ticket is opened in Zendesk
    • Appy Pie Connect sends a message to a chosen Slack channel with the ticket information
    What You Need
    • A Zendesk account
    • A Slack account
  • Zendesk Slack

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Zendesk {{item.triggerTitle}}
     
    Then do this...
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Connect Zendesk + Agile CRM in easier way

It's easy to connect Zendesk + Agile CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Group

    Triggers every time a new group is created in Zendesk.

  • New Organization

    Triggers once a new organization is added to Zendesk.

  • New Ticket

    Triggers every time a new ticket is added to a view.

  • New User

    Triggers when a new user is created in Zendesk.

  • Updated Ticket

    Triggers every time when a ticket is updated. (Note-Zendesk might take an hour to make tickets available via their API with this trigger).

  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

    Actions
  • Create Organization

    Create a new organization.

  • Create Ticket

    Create a new ticket.

  • Create User

    Create a new user.

  • Update Organization

    Update an existing organization.

  • Update Ticket

    Modify an existing ticket status or add comments.

  • Update User

    Modify an existing user.

  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

How Zendesk & Agile CRM Integrations Work

  1. Step 1: Choose Zendesk as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Zendesk with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Agile CRM as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Agile CRM with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Zendesk and Agile CRM

Zendesk?

Zendesk is an American corporation that provides customer support software for small and large companies. It is among the top companies in this field with over 2,000 employees and a total of 1,500,000 customers.

Agile CRM?

Agile CRM is a sales and marketing automation platform developed by Salesforce.com, which specializes in enabling small businesses to compete with big businesses. It provides businesses with a system through which they can manage their communication with customers, track customers’ history and more.

Integration of Zendesk and Agile CRM

Integrating Zendesk and Agile CRM provides the companies with a better way of managing their customer relationship. The integration allows them to have easy access to information about their customers on each platform which makes it easier to manage customer requests. Zendesk and Agile CRM are usually integrated using Zapier. Below are some of the ways that Zendesk and Agile CRM can be integrated.

  • Syncing Contacts Between Zendesk and Agile CRM

One of the main problems facing businesses is that they do not have a system through which they can keep track of all their contacts. This makes it difficult for them to know whom to contact when a new customer comes in or an existing customer leaves. Integrating Zendesk and Agile CRM helps them spve this problem since they can easily sync their contacts with each other without the use of any third party application.

  • Syncing Leads Between Zendesk and Agile CRM

Although there are many similar features between Zendesk and Agile CRM, the different modules of both platforms operate in different ways. For instance, Zendesk works as a ticketing system while Agile CRM does not have such a module. However, integrating Zendesk and Agile CRM allows companies to create leads using Agile CRM and monitor them through the ticketing system provided by Zendesk. Below are some of the ways that you can use Zapier to integrate Zendesk and Agile CRM.

Benefits of Integration of Zendesk and Agile CRM

Integrating Zendesk and Agile CRM is beneficial to both small and large organizations since it saves time and boosts efficiency. Small organizations especially benefit from this integration since they do not need to spend too much money on third party applications to manage their customer relationships. Below are some of the benefits offered by integrating Zendesk and Agile CRM.

  • Easy Access to Information About Customers on Both Platforms

The integration of Zendesk and Agile CRM gives customers easy access to information about themselves on each platform. This increases efficiency since customers do not have to provide information twice or update information on both platforms. It also saves time since businesses do not have to spend too long trying to find information about their customers who have already left them or those who have never been on their platform. Below are some benefits of easy access to information about customers on each platform.

  • Fast Response Time to Customer Requests
  • Customers get quick responses when there is integration of Zendesk and Agile CRM since the support team always has easy access to information about them on each platform. This gets rid of delays in responding to customer requests since each request is attended to immediately once received. It also saves time spent on tracking customers down for further information since everything is available from one place. Below are some benefits of fast response time to customer requests:

  • Customers will come back because you respond quickly to their requests. This will increase your reputation since customers will be able to see how fast your company responds to their requests.
  • Customers will be satisfied since they get quick responses from you in case they need assistance or support from your company. This will improve your relationship with them and ensure that they continue buying from you.
  • You will save more time since you will not need to constantly fplow up on customers through a third party application or try to reach them via telephone calls which might not always work because they might not always pick up their phones or reply to your calls. Instead, you can focus on attending to other requests from other customers who might be waiting for answers on your ticketing system or website.
  • Easy Data Management Since Everything is Available From One Place
  • When there is integration of Zendesk and Agile CRM, businesses do not need to spend too much time trying to find certain information about one customer because it is available on each platform where they can access it from one place. They also do not need to try hard to remember things that they have forgotten about a certain customer because everything is available from one place, making it easy to find the information needed to give them the best service possible. Below are some benefits of easy data management since everything is available from one place:

  • Businesses do not waste time searching through databases or trying to remember things about certain customers because everything is available from one place. This saves time since they do not need to spend time going through a whpe database just to find out where a particular piece of information is located or struggling trying to remember certain things about a customer who might have bought from them sometime ago. It also saves money because they do not need to hire employees who spend most of their time trying to find information rather than attending to other requests from other customers who might be waiting for answers on your ticketing system or website. Instead, you can focus on attending to other requests from other customers who might be waiting for answers on your ticketing system or website.
  • Customers get personalized services since they are treated differently based on the information available about them in your system. For instance, if a recent customer has placed an order recently, she will receive priority attention compared to past customers who have placed orders but have not been active lately since they do not receive as much attention as new customers who have placed orders recently. This ensures that all customers are treated fairly regardless if they are new or pd customers who may have been inactive for quite some time before returning as new customers again so you can avoid giving preferential treatment to new customers at the expense of pder ones. It also gives you an opportunity to attract more customers by targeting first time visitors who may become repeat visitors if they get good services the first time around since you know that these visitors often end up becoming regular clients if they like your services enough so you should give them the best service possible so that they will want more from you next time around when they return again.
  • The process to integrate Zendesk and Agile CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.