Create a deal in Pipedrive when a ticket is opened in Zendesk

What each client fills in

Nothing. It needs only the accounts it connects to.

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

• 

  In the client’s Zendesk: Admin Center → Apps and integrations → APIs → Zendesk API → enable Token access → Add API token. The triggers make webhooks, which needs an admin’s email and token.

• 

  In the client’s Pipedrive: your avatar → Personal preferences → API → copy the token.

After you install it

It lands switched off. The client’s checklist holds exactly this:

1. Connect the client’s Zendesk, for “A ticket is opened”
2. Connect the client’s Pipedrive, for “Create a deal”