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Connect Salesforce to Zendesk

Build an AI agent that works across Salesforce and Zendesk, on a schedule or when you click Run.

24 source actions
24 target actions
Reverse direction supported

Why Connect Salesforce & Zendesk?

Read what you need from Salesforce

Your agent uses Salesforce's documented actions to pull the records it needs, each time it runs.

Run a Zendesk action

Then it uses one of 24 documented actions, such as Add Ticket Tags, Create Ticket, Delete Ticket.

Test it, then put it on a schedule

Run it once on your own data and check the result. Then set it to run daily, on weekdays or weekly.

Available Triggers & Actions

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Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook
Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook
Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook
New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook
New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook
New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook
New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook
New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook
New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook
New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation

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Zendesk

Triggers (10)

Locale Updated

Emit new event when a locale has been updated

polling
New Side Conversation

Emit new event when a side conversation is created on a ticket. See the documentation

polling
New Side Conversation Reply

Emit new event when a reply is added to an existing side conversation on a ticket. See the documentation

polling
New Ticket (Instant)

Emit new event when a ticket is created

webhook
New Ticket Added to View (Instant)

Emit new event when a ticket is added to the specified view

webhook
New Ticket Comment Added (Instant)

Emit new event when a ticket comment has been added

webhook
Ticket Closed (Instant)

Emit new event when a ticket has changed to closed status

webhook
Ticket Pending (Instant)

Emit new event when a ticket has changed to pending status

webhook
Ticket Solved (Instant)

Emit new event when a ticket has changed to solved status

webhook
Ticket Updated (Instant)

Emit new event when a ticket has been updated

webhook

Actions (24)

Add Ticket Tags

Add tags to a ticket (appends to existing tags). See the documentation.

Create Ticket

Creates a ticket. See the documentation.

Delete Ticket

Deletes a ticket. See the documentation.

Get Article

Retrieves an article by its ID. See the documentation.

Get Macro

Retrieves a macro by its ID. See the documentation.

Get Side Conversation

Retrieve a single Zendesk side conversation by ID (UUID, e.g. 8566255a-ece5-11e8-857d-493066fa7b17). Use **List Side Conversations** to discover IDs for a given ticket. Set includeEvents to true to sideload the conversation's events (creation, replies, state changes). See the documentation.

Get Ticket Info

Retrieves information about a specific ticket. See the documentation.

Get User Info

Retrieves information about a specific user. See the documentation.

List Active Macros

Lists all active shared and personal macros available to the current user. See the documentation.

List Articles

Retrieves a list of articles. See the documentation.

List Fields Options

Retrieves available options for the Fields field.

List Locales

Retrieves all locales. See the documentation.

List Macro Category Options

Retrieves available options for the Macro Category field.

List Macros

Retrieves all macros. See the documentation.

List Side Conversations

Retrieve all side conversations on a Zendesk ticket. Side conversations are collaboration threads attached to a ticket (email, Slack, Microsoft Teams, or linked child tickets). Use **Get Side Conversation** to fetch a single side conversation by ID. Set includeEvents to true to sideload each conversation's events (creation, replies, state changes). See the documentation.

List Ticket Comments

Retrieves all comments for a specific ticket. See the documentation.

List Tickets

Retrieves a list of tickets. See the documentation.

Remove Ticket Tags

Remove specific tags from a ticket. See the documentation.

Search Articles

Searches Help Center articles. See the documentation.

Search Community Posts

Searches Help Center community posts. See the documentation.

Search Help Center

Searches across knowledge base articles, community posts, and external records using the Zendesk unified Guide search. See the documentation.

Search Macros

Search for macros by name. See the documentation.

Search Tickets

Searches for tickets using Zendesk's search API. See the documentation.

Set Custom Ticket Fields

Sets one or more custom field values on a ticket. See the documentation.

Integration Features

24 documented Salesforce actions
24 documented Zendesk actions
Plain-English agent instructions
Daily, weekday or weekly schedule, or run on demand
Execution monitoring
A supported Zendesk to Salesforce direction

Capability Examples

Salesforce trigger → Zendesk action

Catalog example
SalesforceSalesforce

Case Updated (Instant, of Selectable Type)

ZendeskZendesk

Add Ticket Tags

Zendesk trigger → Salesforce action

Reverse direction
ZendeskZendesk

Locale Updated

SalesforceSalesforce

Add Contact to Campaign

How It Works

1

Connect Apps

Authenticate your Salesforce and Zendesk accounts

2

Describe the Job

Say what to read from Salesforce and what to do in Zendesk

3

Choose an Action

Select the documented Zendesk operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Scheduled or On-demand Runs

Runs daily, on weekdays or weekly at a set time, or when you click Run. It does not fire on live Salesforce events yet.

Automated Actions

Use 24 documented Zendesk actions each time the agent runs.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Describe the job in plain English. The agent picks theSalesforce and Zendesk actions it needs.

Your Own Accounts

You connect your own Salesforce and Zendesk accounts. App connections need a paid plan.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect Zendesk to Salesforce for bidirectional automation

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All Salesforce Integrations

Explore all available Salesforce connections

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All Zendesk Integrations

Explore all available Zendesk connections

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Ready to Connect Salesforce & Zendesk?

Build this agent in Mazaal AI and test it on your ownSalesforce and Zendesk data.

Start building

Rather not build it yourself? We set up one Salesforce to Zendesk agent on your accounts for A$490: a 30-minute call, a test on your real data, and 14 days of fixes. Plan billed separately. Email Enod