two-way integration
Salesforce Zendesk Integration
Sync opportunity, case, task, account, product...
sync owner, status, number, priority...
sync contact details, internal comments...
Sync id, subject, description, type..
sync assignee, submitter, requester...
sync tags, type, priority, status, due date...
sync custom fields, comments, attachments...
Over a Decade of Experience
Convert Salesforce cases to Zendesk tickets automatically
Obtain real-time status updates on critical incidents and sales progress
Get a 360-degree view of your customer interactions
Generate accurate reports for the right stakeholders
Improve resolution times and other performance metrics
Eliminate manual syncs with triggers and AI-powered integration
One-way & Two-way Sync
Set up the Zendesk integration to Salesforce from either system. Get the information to flow in one direction or back and forth between platforms, depending on the nature of the collaboration.
Automated Integration
Eliminate the necessity for manual syncs by adding more granular controls. Automate your syncs with custom triggers powered by a native query language.
Bulk Operations
Improve the productivity of collaborations by using the Bulk Exalate feature to automate multiple related sync conditions. Sync historical data using Bulk Connect.
Fully Customizable Syncs
Use the Groovy-based scripting engine to explore any custom Salesforce integration with Zendesk. With the AI-powered engine, you can convert user prompts into working scripts.
Decentralized Integration
Maintain independent control over every sync, especially for cross-company integrations. No need to share admin rights, and no risk of exposing confidential information.
Limitless Scalability
Get started with pre-configured connections for basic synchronization scenarios. Continue your growth and scale up syncs with the help of scripted connections.
Advanced Security
Keep sensitive data protected by deciding which object or entity field to share. Stay ahead of any data breach or suspicious activity using advanced endpoint detection and response (EDR).
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The advantage of Exalate’s decentralized architecture is that it’s not like a new learning curve for the customers to get into a new platform and figure out how they need to operate. They can just operate as they normally do, and that makes a huge impact on the overall outcome of security incidents.
Alexander Sinno |
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install
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connect
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customize
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synchronize
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We can now handle around 500 customer incidents per week, thanks to Exalate, which is a very good result regarding the number of products we’re dealing with. It synchronizes 45x faster than our previous solution.
Christof Cuyper |
Salesforce and Zendesk integration with Exalate allows you to sync custom fields, issues, comments, attachments, descriptions, and every other Zendesk and Salesforce entity. You can also sync fields from Salesforce objects such as accounts, cases, opportunities, products, and tasks. You can also sync Zendesk entities such as reporter, problem ID, creator, assignee, etc.
Yes, you can use Exalate to connect multiple Salesforce and Zendesk instances. This will help you become part of the growing Zendesk Salesforce integration network. Exalate also supports other ITSM tools like Azure DevOps, ServiceNow, Jira, and GitHub. Check out our integrations for more information.
To import Zendesk tickets into Salesforce, you need a third-party solution like Exalate. First, you need to install Exalate on both systems and establish a connection between them. Then, you must write scripts to map the connections. This will determine the fields in sync as well as the direction of information flow (one-way or two-way). Then, set a trigger. Once the conditions are fulfilled, the information in the ticket will be moved to the Salesforce object automatically. Watch the Zendesk Salesforce integration video for more information.
Exalate protects the data flowing through your Zendesk integration with Salesforce using JWT access tokens, role-based access controls, HTTP (HTTPs), TLS 1.2 and 1.3, and multi-factor authentication. It is also ISO 27001 certified. You can find out more about it from the security whitepaper.
Exalate provides several Zendesk Salesforce integration resources, including a built-in error recovery mechanism that allows you to fix problems and resume synchronization from the moment it fails. You can use the troubleshooter to examine the error stack trace to determine if the error occurred at the entity, connection, or application levels.
You can install Exalate for free to use the no-code Basic Mode for simple synchronization tasks. To get the advanced Script Mode, you need to buy the Premium Plan after a free trial. Contact the sales team to get a more detailed pricing quote.
