Connect Zendesk with Cron andPipedrive
Workflow Description
Scheduled automation that extracts ticket data from Zendesk according to a defined cron schedule, merges the data, and synchronizes it with Pipedrive to automatically update customer records and sales opportunities.
How it works
- 1.Execute the workflow based on the configured Cron schedule trigger
- 2.Retrieve tickets and customer data from Zendesk using its API
- 3.Transform and normalize the extracted data into the required format
- 4.Merge datasets from multiple sources to eliminate duplicates
- 5.Create or update records in Pipedrive for customers and deals
- 6.Log synchronization results and handle errors appropriately
Use cases
- Daily automated synchronization of Zendesk support tickets into Pipedrive sales opportunities
- Real-time CRM customer roster updates based on new Zendesk interactions
- Automatic creation of new customer records in Pipedrive from incoming Zendesk inquiries
Requirements
- Valid API credentials for both Zendesk and Pipedrive
- Properly configured Cron expression matching your desired schedule
- Field mapping documentation between Zendesk and Pipedrive data structures
Service Value
Ready-made workflow template for automation delivery and service execution.
Apps Used
Details
How to Use
- 1.Click "Download Template"
- 2.Open your n8n dashboard
- 3.Go to Workflows > Import from File
- 4.Select downloaded file and configure credentials
Nodes Used (17)
Get last execution timestamp
Function Item
Set new last execution timestamp
Function Item
Get tickets created after last execution
Zendesk
Get requester information
Zendesk
Keep only needed requester information
Set
Keep only requester owner email
Set
Every 5 minutes
Cron
Add requester information to ticket data
Merge
Search requester in pipedrive
Pipedrive
Get owner information of Pipedrive contact
HTTP Request
Get agents and admins
Zendesk
Keep only email and Id
Set
Add Pipedrive agent data to pipedrive contact information
Merge
Add contact owner to ticket data
Merge
Contact exists in Pipedrive
If
Change assignee to Pipedrive contact owner
Zendesk
Add a note requester not found
Zendesk