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Automate Zendesk & Zoho CRM
Stop paying for mismatched spreadsheets. Sync data between Zendesk and Zoho CRM in real-time, so you can manage your operations without the busywork.
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 ["Zoho CRM"]
A1(["Add Attachment"])
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
Top Ways to Automate Zendesk & Zoho CRM
- Automated Ticket Creation: Instantly create support tickets in Zendesk from Zoho CRM when a customer raises an issue, ensuring no request goes unanswered and enhancing response times.
- Real-Time Customer Insights: Automatically sync customer data between Zoho CRM and Zendesk, providing support agents with up-to-date information on customer history and preferences, enabling personalized service.
- Streamlined Reporting: Generate comprehensive reports that combine data from both platforms, allowing for better analysis of customer interactions and support performance, leading to informed strategic decisions.
How to Build the Zendesk → Zoho CRM Sync
- In Zendesk, navigate to Admin > Extensions > Webhooks and create a new webhook. Set the URL to your Zoho CRM endpoint for creating a new record (e.g.,
https://www.zohoapis.com/crm/v2/Leads). - Configure the webhook to trigger on the 'Ticket Solved' event. Ensure the payload includes necessary fields such as 'ticket_id', 'customer_email', and 'resolution_time'.
- In your Zoho CRM, set up a REST API endpoint to accept POST requests. This endpoint should parse the incoming JSON payload to extract 'ticket_id', 'customer_email', and 'resolution_time'.
- Use the Zoho CRM API to insert a new lead by sending a POST request to the endpoint with the extracted data structured in the required format.
- Test the integration by solving a ticket in Zendesk and verifying that a new lead is created in Zoho CRM with the correct data.
Developer Warnings & API Gotchas
- Ensure that the 'customer_email' field in Zendesk matches the format expected by Zoho CRM; discrepancies can lead to failed API calls.
- Be cautious about the data types for 'resolution_time'—Zoho CRM may require a specific format (e.g., ISO 8601) that differs from Zendesk's output.
- Monitor the payload size; if it exceeds Zoho's limits, the API call will fail, and you may miss critical ticket data.
Supported API Operations
We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.
-
When this happens in Zendesk... Fetch Custom ActionsDo this in Zoho CRM Add Attachment
-
When this happens in Zendesk... List GroupsDo this in Zoho CRM Add Tag
-
When this happens in Zendesk... New Action on TicketDo this in Zoho CRM Convert Lead
-
When this happens in Zendesk... New AdminDo this in Zoho CRM Create Contact
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When this happens in Zendesk... New AgentDo this in Zoho CRM Create Entry in Module
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