Salesforce Automation
How to connect Salesforce to Zendesk
Stop dealing with scattered customer support context. This guide shows you how to automatically Assign Agent in Zendesk whenever Opportunity Updated happens inside Salesforce.
Why automate this workflow?
Manual processes introduce delays and errors. With this automation you automated VIP issue escalation. It runs 24/7 so your team never misses key context.
Step-by-step implementation
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1
Create a scenario in Make.com
Sign up or log in. Click "Create a new scenario" and choose Salesforce as the first module.
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2
Configure the trigger
Select Opportunity Updated inside Salesforce. Authorize your account and set any filters you need.
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3
Add the Zendesk action
Choose "Assign Agent" and map fields from the trigger. Test once and turn it on.
FAQ
Is this integration free?
Yes. The free tier of most automation platforms supports a few hundred operations per month—perfect for piloting.
Do I need to code?
No. Everything is handled via drag-and-drop builders. Advanced users can still inject custom logic if needed.