Zendesk to Pipedrive Ticket Automation

This n8n workflow automates the process of creating and updating contacts and tasks in Pipedrive based on new and updated tickets in Zendesk. It ensures that customer support interactions in Zendesk are reflected in your sales pipeline, helping to maintain a unified view of customer relationships.

What it does

This workflow runs on a schedule and performs the following actions:

1. Triggers on a schedule: The workflow is initiated periodically by a Cron node.
2. Fetches Zendesk Tickets: It retrieves a list of recent Zendesk tickets.
3. Processes each ticket: For each Zendesk ticket, it performs the following:
   • Extracts Contact Information: It uses a Function Item node to extract relevant contact details (like name and email) from the Zendesk ticket data.
   • Searches for existing Pipedrive Person: It checks if a Pipedrive Person (contact) with the extracted email already exists.
   • Conditional Logic (If Node):
     • If Person Exists: It updates the existing Pipedrive Person with any new information from the Zendesk ticket.
     • If Person Does Not Exist: It creates a new Pipedrive Person using the extracted contact details.
   • Creates a Pipedrive Task: Regardless of whether the person was created or updated, it then creates a new task in Pipedrive, linking it to the relevant Pipedrive Person, to follow up on the Zendesk ticket.
4. Merges Data: The workflow uses a Merge node to combine the data paths after the conditional creation/update of Pipedrive Persons, ensuring subsequent nodes receive all necessary information.
5. Sets Ticket Status: It updates the Zendesk ticket status (e.g., to "pending") after processing it in Pipedrive.

Prerequisites/Requirements

• n8n Instance: A running instance of n8n.
• Zendesk Account: With API access and credentials configured in n8n.
• Pipedrive Account: With API access and credentials configured in n8n.

Setup/Usage

1. Import the workflow: Import the provided JSON into your n8n instance.
2. Configure Credentials:
   • Set up your Zendesk API credentials.
   • Set up your Pipedrive API credentials.
3. Adjust Cron Schedule: Modify the "Cron" node (ID: 7) to your desired polling interval for Zendesk tickets.
4. Customize Data Mapping:
   • Review the "Function Item" node (ID: 15) to ensure it correctly extracts the desired contact information from your Zendesk ticket structure.
   • Check the "Pipedrive" nodes (IDs: 28, 38) and "Edit Fields" node (ID: 38) to verify that the fields being created or updated in Pipedrive match your Pipedrive setup and the data extracted from Zendesk.
5. Activate the workflow: Once configured, activate the workflow to start automating your Zendesk to Pipedrive integration.