SyncMatrix.
Zendesk logo + Keap logo

Automate Zendesk & Keap

Stop paying for mismatched spreadsheets. Sync data between Zendesk and Keap in real-time, so you can manage your operations without the busywork.

Get This Workflow Built
Custom API Integration
Secure Data Transfer
Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Zendesk"]
        T1(["Fetch Custom Actions"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Keap"]
        A1(["Add a Product to an Invoice"])
    end

    T1 -->|JSON Payload| W
    Retry -->|Authenticated API POST| A1

    style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px
    style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff
    style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff
    style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff
When Zendesk and Keap operate in isolation, support tickets often remain untracked in the CRM, leading to lost customer insights. For instance, if a customer submits a ticket regarding billing issues, the support team manually enters this data into Keap, risking human error and delays. This manual entry consumes valuable time for support agents, who could otherwise focus on resolving customer issues instead of duplicating data across systems.

Top Ways to Automate Zendesk & Keap

  • Automated Ticket Creation: Instantly convert Keap leads into Zendesk support tickets, ensuring that no customer inquiry goes unanswered and reducing response times significantly.
  • Unified Customer Profiles: Synchronize customer data between Zendesk and Keap to create a comprehensive view of customer interactions, enabling support teams to provide personalized service and improve customer satisfaction.
  • Follow-Up Reminders: Automatically trigger follow-up tasks in Keap based on Zendesk ticket status, ensuring that your sales and support teams are aligned and that no potential sale is overlooked.

How to Build the Zendesk → Keap Sync

  1. In Zendesk, navigate to the Admin panel and select 'Webhooks' under 'Extensions'. Create a new webhook that listens for the 'Ticket Created' event.
  2. Configure the webhook to send a POST request to the Keap REST API endpoint: https://api.keap.com/crm/rest/v1/contacts.
  3. In the webhook payload, ensure you extract the following fields: ticket.id, ticket.subject, ticket.description, and ticket.requester.email.
  4. Map the extracted Zendesk data to the Keap API fields: ticket.id to custom_fields.ticket_id, ticket.subject to given_name, ticket.description to notes, and ticket.requester.email to email.
  5. Test the webhook to ensure that when a new ticket is created in Zendesk, a corresponding contact is created in Keap with the mapped data.

Developer Warnings & API Gotchas

  • Ensure that the custom field custom_fields.ticket_id is properly set up in Keap, or the ticket ID from Zendesk will not be stored.
  • Be cautious with the ticket.requester.email field; if the email already exists in Keap, the API will attempt to create a new contact, leading to duplication errors.
  • When mapping ticket.description to notes, be aware of character limits in Keap’s notes field, as lengthy descriptions may be truncated or cause API errors.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

  • When this happens in Zendesk... Fetch Custom Actions
    Do this in Keap Add a Product to an Invoice
  • When this happens in Zendesk... List Groups
    Do this in Keap Create Company
  • When this happens in Zendesk... New Action on Ticket
    Do this in Keap Create Invoice
  • When this happens in Zendesk... New Admin
    Do this in Keap Create Note
  • When this happens in Zendesk... New Agent
    Do this in Keap Create Product

SyncMatrix Experts

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I can see you're looking at mapping Zendesk to Keap. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?