Pipedrive integration: Zendesk FAQ
This article answers frequently asked questions about the Zendesk integration with Pipedrive, including how to connect the tools, what data is shared and where to view it in each platform.
What does the Zendesk integration with Pipedrive do?
The Zendesk integration connects your sales and support workflows, giving both teams better visibility into customer interactions.
In Pipedrive, you can see Zendesk tickets linked to a contact, organization or deal
In Zendesk, agents can see Pipedrive deals associated with the requester who submitted a ticket or sent an email
Who can use this integration?
Anyone with access to both a Pipedrive account and Zendesk account can use the integration.
How can I connect Zendesk to Pipedrive?
To set up the integration:
Go to the Pipedrive Marketplace and install the Zendesk app.
Log in using your Zendesk credentials and authorize access.
After connecting, Zendesk tickets will appear inside Pipedrive.
To view Pipedrive data in Zendesk, open Zendesk and sync the integration from there. Learn the full step-by-step process in this article.
What data is shared between Zendesk and Pipedrive?
The sync provides contextual visibility between platforms:
From Zendesk to Pipedrive | Ticket details such as subject, status, requester, priority and last update. |
From Pipedrive to Zendesk | Deal information including title, value, and status. |
Is the sync one-way or two-way?
The sync is two-way and contextual. There’s no data overwrite, just visibility across platforms:
In Pipedrive, Zendesk tickets appear in the detail view of contacts, organizations, and deals
In Zendesk, the Pipedrive sidebar app displays deals linked to the requester’s email
Where can I see Zendesk data in Pipedrive?
A Zendesk panel appears in the detail view of your contacts, organizations, and deals in Pipedrive.
Where can I see Pipedrive data in Zendesk?
In Zendesk, the Pipedrive sidebar app shows all deals associated with the requester’s email address.
You can click a deal to open it directly in Pipedrive.
Can I create or edit Zendesk tickets from Pipedrive?
Yes. You can create a new Zendesk ticket from the contact, organization, or deal view in Pipedrive.
To update an existing ticket, open it directly in Zendesk using the quick link.
Can I create or edit Pipedrive deals from Zendesk?
Yes. If a deal doesn’t already exist for the ticket requester, you can create one directly from Zendesk.
To edit the deal, click the link to open it in Pipedrive.
Why don’t I see tickets or deals appearing?
If Zendesk tickets or Pipedrive deals aren’t showing:
Make sure the requester’s email in Zendesk matches a contact in Pipedrive
If the requester isn’t listed as the deal contact person, you can add them as a deal participant in Pipedrive to associate the Zendesk ticket with the deal
What are common use cases for this integration?
Sales teams can review recent support tickets before reaching out to a lead or customer
Support agents can view active deals tied to the person they’re helping
Customer success teams get a full view of the customer journey: from deal to support
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