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Salesforce and Zendesk integration

Q: Why is Albato the best alternative to Zapier for integrating Salesforce and Zendesk?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Salesforce and Zendesk. It’s super easy to use, and you can create powerful workflows without the hassle.What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Salesforce and Zendesk, Albato is the way to go!

Albato simplifies the Salesforce to Zendesk integration, enabling a seamless connection between these two powerful platforms. Albato is a platform designed to streamline the process of integrating and automating tasks across various applications. With its easy-to-use automation builder, Albato allows users to establish workflows without needing extensive technical knowledge. The platform operates on the principle of triggers and actions, where a trigger—an event in one application, initiates an action—a corresponding task in another application. For instance, a practical Salesforce to Zendesk integration through Albato could be: whenever a "New Contact" trigger is activated in Salesforce, it could automatically create a "New user" in Zendesk (action). This ensures that every time a new contact is added in Salesforce, a corresponding user profile is created in Zendesk, facilitating better customer support and ensuring that customer information is consistently synchronized across both platforms.

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With Albato, you can easily integrate Zendesk with Salesforce using an intuitive no-code builder. Whether you want to sync Zendesk with Salesforce or connect Zendesk to Salesforce, our platform makes it simple.

How to Connect Salesforce to Zendesk

Create powerful Salesforce integration with Zendesk in just a few simple steps.

STEP 1

Connect Salesforce to Zendesk

To connect Zendesk to Salesforce, log in to Albato, select both apps, and follow the easy setup prompts. Integrate Salesforce with Zendesk with just a few clicks!

Salesforce

Select a Trigger

STEP 2

Create workflow for Zendesk and Salesforce integration

Decide what happens when you sync Salesforce with Zendesk—set up triggers in one app to automatically initiate actions in the other.

Trigger

Action

STEP 3

Sync Salesforce with Zendesk data

Select which data to transfer when you integrate Zendesk with Salesforce—customize how your apps exchange information.

Synс data

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Triggers and actions for Zendesk and Salesforce integration

In Salesforce and Zendesk integration triggers start workflows when something happens, while actions make changes in response.

Triggers 7

Update record

Triggers

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Delete record

Triggers

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Actions 28

Create a record

Actions

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Update a record

Actions

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New user

Actions

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New ticket

Actions

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Make your integration smarter with AI

Enhance your Zendesk and Salesforce integration using AI. Extract, condense, and transform your data with top AI models such as OpenAI, Claude AI, Jasper AI and more.

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Connect Salesforce to Zendesk to link essential parts of your business

When you connect Salesforce to Zendesk, you can automate processes for any business size or industry. Here's how different companies integrate Salesforce with Zendesk using Albato.

New lead submits form

Create New Contact

Check сompany size

Send a welcome message

Never miss a lead or deal again!

Automate your entire lead journey from the first contact to the closed deal. While competitors lose prospects in routine tasks, your team will stay ahead by handling every lead—even during peak times.

Zendesk integration with Salesforce

Salesforce

Leverage Albato to integrate Salesforce with over 600 popular applications, unlocking a world of automation and connectivity. Salesforce, a leader in customer relationship management, seamlessly integrates with tools like ActiveCampaign, Acuity Scheduling, Xero, WooCommerce, Google Calendar, Zoom, Stripe, Typeform, Google Drive, QuickBooks Online, Google Sheets, Shopify, Zendesk, WordPress, Sendinblue, Webflow, Webhook, Slack, and Squarespace through Albato's robust API. This integration facilitates actions such as submitting records for approval, creating leads, accounts, opportunities, and contacts, as well as searching and updating records. With triggers for new leads, contacts, opportunities, accounts, and updates, Salesforce integration via Albato enhances your sales and marketing automation, ensuring your business stays connected and operates efficiently.

Zendesk

With Albato's integration capabilities, Zendesk can be effortlessly connected to over 600 popular applications, transforming your customer service and sales CRM processes. Utilizing Zendesk's API, integrate seamlessly with essential tools like Google Sheets, Google Calendar, Slack, Salesforce, Microsoft Teams, QuickBooks Online, Typeform, HubSpot, Shopify, and Squarespace. Automate actions such as updating tickets by ID, searching for tickets, creating new tickets, and adding new users directly from your preferred platforms. This integration not only streamlines workflow but also ensures your customer service and sales teams operate with enhanced productivity and visibility. Connect Zendesk with Albato to automate and elevate your customer service solution.

Learn how to connect Zendesk to Salesforce

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Frequently asked questions about Salesforce and Zendesk Integration

Why is Albato the best alternative to Zapier for integrating Salesforce and Zendesk?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Salesforce and Zendesk. It’s super easy to use, and you can create powerful workflows without the hassle.

What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Salesforce and Zendesk, Albato is the way to go!

Does Salesforce integrate with Zendesk on the free plan?

Yes, you can integrate Salesforce with Zendesk using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your Zendesk and Salesforce integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Salesforce Zendesk integration at no cost.

How to connect Zendesk to Salesforce for scheduled syncs?

To sync Zendesk with Salesforce on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes Salesforce integration with Zendesk seamless and tailored to your specific needs.

Does Salesforce integrate with Zendesk in real time?

Yes, Salesforce integrates with Zendesk in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
Webhook Triggers: These triggers activate your Salesforce integration with Zendesk instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time Salesforce and Zendesk integration.
You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your Zendesk integration with Salesforce, ensuring your workflows operate according to your requirements.

How to connect Salesforce to Zendesk?

Setting up an integration between Salesforce and Zendesk on Albato is simple and requires no technical skills. Just follow these steps:

Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
Go to the Integrations section and select Salesforce and Zendesk from the list of available apps.
Choose triggers and actions. You’ll need to define an event in Salesforce (the trigger) that will cause an action in Zendesk, such as sending data or creating an entry.
Map the fields. Use Albato’s data mapping tool to match specific fields between Salesforce and Zendesk, ensuring accurate data transfer.

Once the integration is live, data will flow seamlessly between Salesforce and Zendesk, automating your workflows and saving you time.

How to connect Salesforce to Zendesk to sync historical data?

To sync Salesforce with Zendesk and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your Zendesk integration with Salesforce, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.

How to connect Zendesk to Salesforce for two-way synchronization?

To integrate Zendesk with Salesforce for two-way synchronization, Albato uses a system of triggers and actions. You can link Salesforce to Zendesk by setting up two separate automations. The first automation sent data from Salesforce to Zendesk. For instance, when a record is created or updated in Salesforce, the automation ensures the changes are reflected in Zendesk. The second automation works in reverse, updating Salesforce when changes occur in Zendesk.
To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless Zendesk Salesforce integration and keeps your data consistent across both platforms.

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Salesforce and Zendesk integration

Trusted by over 110,000 users

How Albato works

How to Connect Salesforce to Zendesk

Connect Salesforce to Zendesk

Create workflow for Zendesk and Salesforce integration

Sync Salesforce with Zendesk data

Integrate Salesforce with Zendesk now!

Triggers and actions for Zendesk and Salesforce integration

Update record

Delete record

Create a record

Update a record

New user

New ticket

Make your integration smarter with AI

Start with Salesforce and Zendesk integration templates!

Integrate Zendesk with Salesforce to harness the power of automation!

Connect Salesforce to Zendesk to link essential parts of your business

Never miss a lead or deal again!

Zendesk integration with Salesforce

Salesforce

Zendesk

Learn how to connect Zendesk to Salesforce

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