Introduction to Synchronize Zendesk Tickets with Salesforce Cases recipe
Introduction to Synchronize Zendesk Tickets with Salesforce Cases recipe
The Synchronize Zendesk Tickets with Salesforce Cases recipe is based on REST and SOAP
APIs. Use the recipe to synchronize a Zendesk ticket with a Salesforce case based on
a webhook request from Zendesk without manual intervention.
When a ticket is created or updated in Zendesk, Zendesk sends a webhook and
triggers the process. The process uses the ticket ID from the request and
calls Zendesk to retrieve data from the Ticket entity. The process uses the
Zendesk ID and Organization ID to search for an account in Salesforce. If
the account exists, the process updates the data for the Salesforce account.
Otherwise, the process creates a new account in Salesforce. The process
skips the step if the organization is not specified in the ticket.
The process for contact entities uses the same steps as the account entities. The
process uses the Zendesk ID and ticket ID to search for a case in
Salesforce. If the case exists, the process updates the data for the
Salesforce case. Otherwise, the process creates a new case in
Salesforce.
The process requires webhook configuration in Zendesk.