Zendesk Salesforce

Zendesk + Salesforce Integrations

Put Zendesk + Salesforce to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Zendesk and Salesforce below — describe the exact one you want above and the Agent builds it on demand.

Zendesk – Salesforce Support and CRM Sync Sync Zendesk support tickets and Salesforce customer data automatically — full context visible to both teams, with custom field mapping the native connector can't… See details
Open onboarding support tickets for newly closed deals When a deal is won in Salesforce, automatically create a ticket in Zendesk so support engineers can initiate customer onboarding. See details
Log activity in CRM when customer tickets are created When a new ticket is created in Zendesk, automatically log activity in Salesforce so account managers stay informed of open customer issues. See details
Update deal stages when critical support SLAs are breached If an SLA is breached in Zendesk, automatically update the deal stage in Salesforce to alert sales leaders of potential account risks. See details

Browse the full workflow library →

Looking to achieve something else with Zendesk and Salesforce?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Zendesk and Salesforce

Everything Zendesk and Salesforce can do inside a workflow — the triggers that start one and the actions that run when it fires.

Zendesk Explore Zendesk →

Zendesk is a customer service platform that provides ticketing, customer support messaging, and help desk tools for managing customer inquiries.

Triggers
New Group

Triggers when a new group is created.

New Tag Added to Ticket

Triggers when a new tag is added to a ticket.

New Ticket in View

Triggers when a new ticket is added to a view.

New Ticket

Triggers when a new ticket is created. Optionally select an organization.

Tag Added to User

Triggers when a one or more tags are added to a user.

New Organization

Triggers when a new organization is created.

Actions
Delete User

Deletes the user and associated records from the account.

Create Organization

Create a new organization.

Remove Tag(s) from Ticket

Remove one or more tags from an existing ticket.

Create Ticket

Create a new ticket.

Attach File to Ticket

Attach a file to an existing ticket.

Add Comment to Ticket

Add a Comment to an existing Ticket.

Salesforce Explore Salesforce →

Salesforce is a cloud-based customer relationship management software designed to streamline sales, service, and marketing processes across organizations.

Triggers
New Case Attachment

Triggers when a new Attachment is added to a case.

New Contact

Triggers when a new Contact is created.

New Field History Tracking Event

Triggers when a field is updated on the object specified. It will output the old and new field values.

New or Updated File on Record

Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.

New Lead

Triggers when a new Lead is created.

New Outbound Message

Triggers when a new outbound message is received in Salesforce.

Actions
Add Contact to Campaign

Adds an existing contact to an existing campaign.

Add File to Record

Adds an existing file to an existing Record.

Add Lead to Campaign

Adds an existing lead to an existing campaign.

Call Apex REST

Direct pass-through to custom Apex REST endpoints at /services/apexrest/... with minimal processing. Send exactly what your Apex class expects.

Convert Lead to Contact

Adds an existing contact to an existing campaign.

Create Attachment

Creates a new attachment (max 25MB).

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Customer Stories

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A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

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4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Zendesk + Salesforce

Is there a pre-built Zendesk + Salesforce automation?

Yes — see the real automations above, already live on Knit. The Agent can also build a custom one if what you need isn't listed.

Does this require a pre-built Zendesk or Salesforce connector?

No. The Agent works whether or not Zendesk or Salesforce already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

What business advantages come from linking Salesforce and Zendesk?

It breaks down silos between sales and support, giving account managers visibility into tickets and allowing closed sales to trigger onboarding workflows.

Can closing a deal automatically generate a ticket for customer success?

Yes, marking a deal as won in Salesforce can automatically generate a ticket in Zendesk for implementation support.

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