Sync Tickets to CRM Owners

# Sync Tickets to CRM Owners ## What It Does This AI automation agent syncs Zendesk tickets to the corresponding contact owners in Pipedrive, ensuring seamless sales follow-up and saving customer support teams valuable time. With this automation, support teams can focus on resolving customer issues while sales teams receive timely notifications to follow up on new leads. The agent automatically updates the CRM with the latest ticket information, eliminating manual data entry. As a result, sales teams can respond promptly to new opportunities, improving conversion rates. ## Who Needs This Customer Support Managers who manually forward Zendesk tickets to sales teams or update CRM records are ideal candidates for this automation. They currently spend hours each week copying and pasting ticket information into their CRM, taking away from more critical tasks. By automating this process, they can free up time to focus on higher-value activities. ## How It Works — Step by Step 1. You provide the necessary credentials for your Zendesk and Pipedrive accounts, allowing the agent to access your ticket data and CRM records. 2. The agent retrieves a list of open Zendesk tickets and identifies the corresponding contact records in Pipedrive. 3. For each ticket, the agent checks if the contact owner in Pipedrive matches the ticket's current assignee. 4. If a match is found, the agent updates the contact record in Pipedrive with the latest ticket information, including the ticket status and latest comments. 5. If no match is found, the agent creates a new contact record in Pipedrive or assigns the ticket to the correct owner based on predefined rules. 6. The agent sends a notification to the contact owner in Pipedrive, alerting them to the new or updated ticket information. 7. You can customize the automation to fit your specific workflow, including setting up custom fields and filtering rules. 8. The agent runs automatically on a schedule you define, ensuring your CRM is always up-to-date with the latest ticket information. ## What You Get * Zendesk tickets automatically synced to Pipedrive contact owners * Contact records in Pipedrive updated with the latest ticket information * Notifications sent to contact owners in Pipedrive for new or updated tickets * Time savings of 3 hours per week for customer support teams * Seamless sales follow-up and improved conversion rates ## Setup Requirements * Zendesk API credentials * Pipedrive API credentials * Access to your Pipedrive and Zendesk accounts * Custom fields and filtering rules (optional) ## Pricing $39 one-time *No subscription. Yours to keep and run as many times as you want.*