Your Guide to the Zendesk for Salesforce Integration

Published September 11, 2014
Last modified September 11, 2014

Your sales and support teams are interacting with the same people, your customers. But are they communicating the same message? The Zendesk for Salesforce integration bridges this conversation gap.

Imagine how useful it might be for a sales rep to know that a customer has open or unresolved issues when attempting to upsell or renew a contract. Or perhaps an agent can help save an account when they can see, right from the Zendesk ticket, that a customer's account is about to expire. When sales and support are in sync, you can create a great customer experience.

We think the Zendesk for Salesforce integration is awesome—especially when you set up the integration in a way that makes sense for you. That’s why we’ve revised our “Guide to Integrating Zendesk and Salesforce” with ease-of-implementation in mind.

Begin by asking: What do you hope to accomplish by integrating a CRM with Zendesk? What business needs can this integration help fulfill? The answers to these questions will determine which features to implement and which you can skip. (That’s right, we said skip.) They might also help identify where and why you might want to go a custom route.

The Zendesk for Salesforce integration was designed to be flexible, and it's up to you to choose the functionality that makes the most sense for your business. The guide covers the most common use cases available right out of the box, with links to click through to the detailed documentation you’ll need to complete the process.

Read our new Guide to Integrating Zendesk and Salesforce and start building a better customer experience