Capture Zendesk sales inquiries as Salesforce leads
When a support conversation includes a clear buying inquiry, have Notis create a Salesforce lead with the details already in the ticket.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Potential buyers who contact support can be overlooked when sales intent is buried in a busy ticket queue.
- Bring clear buying inquiries into Salesforce.
- Keep the original ticket context with the lead details.
- Avoid creating leads when required information is absent.
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a Salesforce lead only for tickets that clearly indicate sales interest and include the required last name and company.
- 4Pick the New Zendesk Ticket trigger and choose where run reports should go.
- 5Test with one real sales inquiry ticket and review the Salesforce lead.
Questions about this workflow
What information is required to create a Salesforce lead?
The Salesforce action requires a last name and company. If those details are not available in the ticket, instruct Notis to skip creating the lead.
Does this classify every ticket as a sales inquiry?
No. Describe the sales intent you want Notis to recognize, and have it skip unrelated support requests.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Salesforce. A trigger fires from one place; an action lands in another.
Zendesk triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New User Created
Triggered when a new user is created in Zendesk.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Zendesk and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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