Why It Matters
Disconnected tools mean disjointed service. Sales doesn’t know what’s happening in support. Support lacks insight into pipeline, customer value, or deal history. Integration fixes that.
Service Context Where It Belongs
With Zendesk and Salesforce integrated, agents can view CRM data inside Zendesk and vice versa. Sales reps can see open support tickets next to Opportunities, Accounts, or custom objects.
Faster Resolutions, Smarter Handoffs
Trigger workflows across systems—create a Case in Salesforce when a Zendesk ticket hits a certain tag, or update Zendesk based on contract data in CRM. All actions, fully automated.
Existing Solutions and APIs
Zendesk provides a modern REST API with endpoints for tickets, users, SLAs, macros, and triggers. Salesforce can interact via Apex callouts, Named Credentials, Platform Events, and Flow.
There are official Zendesk-Salesforce AppExchange packages, but they often fall short in custom use cases or when performance matters.
Prebuilt or Tailored? We Do Both
At Success Craft, we create Zendesk + Salesforce integrations that fit your actual workflows—not just default templates.
Want to embed a ticket view into Salesforce Account records? Done.
Need real-time sync of ticket status changes to update CRM fields? Easy.
Using complex routing logic or tiered SLAs that span both systems? We’ve built it.
From basic data visibility to advanced cross-platform automation—we deliver clean, tested solutions.
Proven Results with Zendesk and Salesforce
Case Study 1: E-commerce Support Visibility
An online retail company needed to give sales reps access to open Zendesk tickets. We created a two-way sync between Zendesk and Salesforce Accounts and Cases.
Outcome: Shorter handoff times, improved upsell opportunities, and better customer satisfaction.
Case Study 2: B2B SaaS Escalation Workflow
A SaaS firm wanted to trigger Salesforce Case creation when high-priority tickets appeared in Zendesk. We built custom logic tied to ticket tags, SLAs, and account value.
Outcome: Escalations handled 2x faster, and exec teams got real-time visibility into enterprise clients.
Case Study 3: Fintech SLA Automation
A fintech company had complex SLA tracking in Zendesk. We integrated it with Salesforce Contracts and Service Plans, syncing entitlement data and surfacing priority flags in Zendesk.
Outcome: SLA breaches cut in half, improved compliance, and a shared source of truth for service teams.
Let’s Connect Service and Sales
Success Craft builds Zendesk + Salesforce integrations that eliminate silos and boost both speed and service quality. One interface, one dataset, one workflow. Let’s build it your way.
Get in touch to
grow your business
Success Craft is a team of more than 140+ Salesforce developers,
Technical Architects and QA Engineers who delivered 300+ successful
Salesforce projects.
Location
Wałowa 40/89Gdansk, 80-858
Poland