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Zendesk-Salesforce
Connector
Unlocking the Power of Integration
Marketing for Digital Natives
Salesforce
A cloud-based platform that primarily focuses on customer
service and support, including ticketing systems, knowledge
base management, & customer feedback collection
ZENDESK
A cloud-based CRM platform that helps organizations manage
their sales customer service, marketing, and more
SALESFORCE
USING SALESFORCE & ZENDESK IN PARALLEL
Data synchronization between the two platforms is crucial to ensure
a unified view of customer data. Organizations maychoose to use
integration tools to connect these systems effectively
01
Generation of Duplicate Data in Salesforce
After Synchronization
02
Challenges in Retaining Salesforce Articles
Within Zendesk
03
Inconsistencies in Language Across Knowledge
Base Articles
04
Ongoing Data Synchronization Maintenance
From Zendesk to Salesforce
05
Issues Locating Articles in Salesforce After
Data Synchronization
It is a tailor-made solution designed to streamline the transfer of knowledge-base articles, tickets, and external &
internal user data from Zendesk to Salesforce. It establishes a unidirectional flow from Zendesk to Salesforce, ensuring
robust data security without the need for third-party intermediaries.
Zendesk Salesforce
01
Sync Data Without Manual Effort
Automated Data
Synchronization
Transfer Data Flexibly on a Daily,
Weekly, or Monthly Basis
02
Ensure Data Security
Throughout the Synchronization
Process, Without Third-Party
Interference
Secured Data Flow
Choose What to Sync Among Zendesk
Tickets, Articles, Organizations, &
Users Into Salesforce
Versatile Object Synchronization
Key Features
Scheduled Data Sync
Account Mapping and Syncing
Use Cases
1
3
2
Map and Sync the Zendesk Organization Field to
the Salesforce Account Field
Contact Mapping and Syncing
Map and Sync the Zendesk Customer Field to the
Salesforce Contact Field
Case Mapping and Syncing
Map and Sync the Zendesk Ticket Field to the
Salesforce Case Field
4
User Mapping and Syncing
Map and Sync the Zendesk Customer Field to
the Salesforce User Field
5
Knowledge Mapping and Syncing
Map Zendesk Knowledge Category to Sales-
force Data Categories & Sync Zendesk Articles
Into Salesforce
Benefits
Enhanced Customer Insights
Gain Unified View of Customer Data by Mapping
Zendesk End-User Fields to Salesforce
Contact Fields
Streamlined Workflows
Eliminate Manual Data Entry, Reduce Errors,
and Achieve Efficient Data Synchronization
Customizable Syncing
Tailor Data Updates to Your Needs With Weekly
or Monthly Sync Options and Preferred
Scheduling
Data Mapping Capabilities
Ensure Precise Data Transfer by Mapping
Zendesk Organization Fields to Salesforce
Account Fields and Zendesk End-User Fields to
Salesforce Contact Fields
Have a unique use case in mind or specific questions?
Transform Your Integration Process Today!
Take a 14-Day
Share your details with us, and we'll assist you in optimizing
your integration.
FREE TRIAL
https://www.grazitti.com/zendesk-and-salesforce-connector info@grazitti.com
© 2008 - 2023 Grazitti Interactive. All rights reserved.

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Revolutionize Your Customer Experience With Zendesk & Salesforce Integration

  • 1. Zendesk-Salesforce Connector Unlocking the Power of Integration Marketing for Digital Natives Salesforce
  • 2. A cloud-based platform that primarily focuses on customer service and support, including ticketing systems, knowledge base management, & customer feedback collection ZENDESK A cloud-based CRM platform that helps organizations manage their sales customer service, marketing, and more SALESFORCE USING SALESFORCE & ZENDESK IN PARALLEL Data synchronization between the two platforms is crucial to ensure a unified view of customer data. Organizations maychoose to use integration tools to connect these systems effectively
  • 3. 01 Generation of Duplicate Data in Salesforce After Synchronization 02 Challenges in Retaining Salesforce Articles Within Zendesk 03 Inconsistencies in Language Across Knowledge Base Articles 04 Ongoing Data Synchronization Maintenance From Zendesk to Salesforce 05 Issues Locating Articles in Salesforce After Data Synchronization
  • 4. It is a tailor-made solution designed to streamline the transfer of knowledge-base articles, tickets, and external & internal user data from Zendesk to Salesforce. It establishes a unidirectional flow from Zendesk to Salesforce, ensuring robust data security without the need for third-party intermediaries. Zendesk Salesforce
  • 5. 01 Sync Data Without Manual Effort Automated Data Synchronization Transfer Data Flexibly on a Daily, Weekly, or Monthly Basis 02 Ensure Data Security Throughout the Synchronization Process, Without Third-Party Interference Secured Data Flow Choose What to Sync Among Zendesk Tickets, Articles, Organizations, & Users Into Salesforce Versatile Object Synchronization Key Features Scheduled Data Sync
  • 6. Account Mapping and Syncing Use Cases 1 3 2 Map and Sync the Zendesk Organization Field to the Salesforce Account Field Contact Mapping and Syncing Map and Sync the Zendesk Customer Field to the Salesforce Contact Field Case Mapping and Syncing Map and Sync the Zendesk Ticket Field to the Salesforce Case Field 4 User Mapping and Syncing Map and Sync the Zendesk Customer Field to the Salesforce User Field 5 Knowledge Mapping and Syncing Map Zendesk Knowledge Category to Sales- force Data Categories & Sync Zendesk Articles Into Salesforce
  • 7. Benefits Enhanced Customer Insights Gain Unified View of Customer Data by Mapping Zendesk End-User Fields to Salesforce Contact Fields Streamlined Workflows Eliminate Manual Data Entry, Reduce Errors, and Achieve Efficient Data Synchronization Customizable Syncing Tailor Data Updates to Your Needs With Weekly or Monthly Sync Options and Preferred Scheduling Data Mapping Capabilities Ensure Precise Data Transfer by Mapping Zendesk Organization Fields to Salesforce Account Fields and Zendesk End-User Fields to Salesforce Contact Fields
  • 8. Have a unique use case in mind or specific questions? Transform Your Integration Process Today! Take a 14-Day Share your details with us, and we'll assist you in optimizing your integration. FREE TRIAL https://www.grazitti.com/zendesk-and-salesforce-connector info@grazitti.com © 2008 - 2023 Grazitti Interactive. All rights reserved.