How To Integrate Zendesk With Pipedrive

How To Integrate Zendesk With Pipedrive

1. Create Accounts: Ensure you have active accounts on both Zendesk and Pipedrive.
2. Access Settings: Log in to your Zendesk account and go to the Admin settings.
3. Find Integrations: Look for the "Apps" or "Integrations" section in Zendesk.
4. Search for Pipedrive: Use the search bar to find the Pipedrive integration.
5. Install the Integration: Click on the Pipedrive integration and follow the prompts to install it.
6. Authorize Connection: Log in to your Pipedrive account to authorize the connection with Zendesk.
7. Configure Settings: Adjust the integration settings according to your preferences.
8. Test the Integration: Create a test ticket in Zendesk and check if it appears in Pipedrive.
9. Train Your Team: Inform your team about the new integration and how to use it.
10. Monitor Performance: Regularly check the integration to ensure it’s working smoothly.