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Zendesk + Microsoft Dynamics CRM Integrations

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

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

Microsoft Dynamics CRM Integrations
Microsoft Dynamics CRM Alternatives

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

  • Zoho CRM Zoho CRM
  • Salesforce Salesforce
  • Pipedrive Pipedrive

Best Zendesk and Microsoft Dynamics 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

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

It's easy to connect Zendesk + Microsoft Dynamics 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).

  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

    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.

  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

How Zendesk & Microsoft Dynamics 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 Microsoft Dynamics CRM as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Microsoft Dynamics 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 Microsoft Dynamics CRM

Microsoft Dynamics CRM is a business management software, which helps businesses to manage customer relationships. The Zendesk is an online customer support software, which helps to manage customers and deliver personalized support. Both are designed to be connected and can manage customer communications with the help of a single system. When both are integrated with each other, it provides several benefits including faster customer interactions, increased customer satisfaction rate, and reduced costs.

Integration of Zendesk and Microsoft Dynamics CRM

A number of integration methods have been developed by the Zendesk team for Microsoft Dynamics CRM. It allows users to access data from one system to another without leaving their work area. To achieve this, there are three different methods available.

  • Data Transfer. Data transfer is one of the easiest methods of integration between Zendesk Cloud and Microsoft Dynamics CRM Online. You can easily copy information from one system to another using a CSV file or a web API.
  • Data Display. In addition to data transfer, you can also use data display to view or edit certain information from the CRM system in the Zendesk dashboard. The displayed data will be based on the user permission level.
  • Integration via Webhooks. The webhooks are used to communicate between two systems in real time. It is used to update Zendesk dashboard with information from CRM instantly.

Benefits of Integration of Zendesk and Microsoft Dynamics CRM

When both systems are integrated with each other, the fplowing benefits can be achieved such as:

  • Faster Customer Interactions. When you integrate Zendesk with Microsoft Dynamics CRM, your customer service agents can access all information related to the customer. This allows your agents to communicate with the customers fast and provide better service.
  • Increased Customer Satisfaction Rate. When both systems are integrated with each other, you can build a customized experience for your customers by removing any extra steps they perform while contacting you for support or sales. Therefore, it helps you to increase your customer satisfaction rate by providing best service delivery.
  • Reduced Cost. An integrated system reduces the cost associated with managing multiple systems separately. As most of the customer-related tasks can be completed using a single system, you can avoid paying multiple licensing fees for multiple applications that will become redundant once you integrate Zendesk with Microsoft Dynamics CRM.

The process to integrate Zendesk and Microsoft Dynamics 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.