Sales & CRM

Sync Zendesk Tickets to Pipedrive Deals on Schedule

21 nodes 126 81 Scheduled trigger
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Workflow Description

Scheduled automation that extracts customer tickets from Zendesk and converts them into deals in Pipedrive with batch processing. Executes on a defined cron schedule to ensure continuous data synchronization between both platforms without manual intervention.

How it works

  1. 1.Trigger automation according to the cron schedule
  2. 2.Fetch tickets from Zendesk based on filter criteria
  3. 3.Process tickets in batches and apply conditional logic
  4. 4.Map Zendesk ticket data to Pipedrive deal format
  5. 5.Create or update deals in Pipedrive
  6. 6.Merge results and validate transfer status

Use cases

  • Convert customer inquiries into organized sales opportunities in your CRM
  • Close the data gap between support and sales teams
  • Automate lead tracking without manual data entry between systems

Requirements

  • Active Zendesk account with API access enabled
  • Pipedrive account with valid API key
  • Understanding of cron expressions for scheduling
  • Clear field mapping between Zendesk and Pipedrive schemas

Service Value

Ready-made workflow template for automation delivery and service execution.

Apps Used

Zendesk Pipedrive Split In Batches Schedule

Details

Trigger Scheduled trigger
Nodes 21
Apps 4
Views 126
Downloads 81

How to Use

  1. 1.Click "Download Template"
  2. 2.Open your n8n dashboard
  3. 3.Go to Workflows > Import from File
  4. 4.Select downloaded file and configure credentials

Nodes Used (21)

/

NoOp

No Op

#1

Get last execution timestamp

Function Item

#2

Set new last execution timestamp

Function Item

#3

Pipedrive person Id found

If

#4

NoOp1

No Op

#5

Get Zendesk comments for tickets

HTTP Request

#6

Add comments to tickets

Merge

#7

Add Pipedrive person Id to Zendesk tickets

Merge

#8

Get tickets updated after last execution

Zendesk

#9

Channel is email

If

#10

Rename fields and keep only needed fields

Set

#11

Search persons by email

Pipedrive

#12

Remove duplicates to make search efficient

Item Lists

#13

Set search email

Set

#14

Process commenst per ticket

Split In Batches

#15

New comment

If

#16

Split comments to seperate items

Item Lists

#17

Add comment as a note in Pipedrive

Pipedrive

#18

NoOp2

No Op

#19

Every day at 09:00

Cron

#20

Done processing

If

#21