Use Cases
- Automatically log Zendesk comments as notes in Pipedrive.
- Ensure that all customer interactions are documented for sales follow-up.
- Streamline communication between customer support and sales teams.
- Reduce manual data entry errors by automating comment transfers.
How It Works
Triggers daily at 09:00 to check for updated Zendesk tickets. Retrieves comments from Zendesk tickets updated since the last execution. Filters comments based on whether they are new and associated with email channels. Adds relevant Pipedrive person IDs to Zendesk tickets for accurate tracking. Logs comments as notes in Pipedrive for better customer relationship management.
Setup Steps
- 1Import the workflow template into n8n.
- 2Configure Zendesk and Pipedrive credentials.
- 3Set up the cron trigger to run daily at 09:00.
- 4Test the workflow to ensure comments are processed correctly.
Apps Used
Zendesk
Pipedrive
Categories
Target Roles
Tags
#process automation
#workflow management
#email automation