Zendesk integration

There are two ways to integrate Zendesk with ActiveCampaign:

  • Zapier integration - this integration allows you to create/update contacts in ActiveCampaign when a new user is created in Zendesk, or add a new user in Zendesk when a contact is added in ActiveCampaign. This integration option offers several different triggers and actions in both applications. You can view a full list of options here.
  • ActiveCampaign’s Zendesk app - this option will allow you to sync Zendesk end-users (your leads and customers) to ActiveCampaign as contacts. Once installed, the app will appear on every ticket page in Zendesk.

Zapier

To get started with this integration, you’ll need

  • Paid Zapier account
  • Zendesk account
  • ActiveCampaign account

Please note that for this set up, you can go directly to Zapier’s Zendesk and ActiveCampaign Zapbook; you can also create this Zap from the Automatic Importer page in your account.

  1. Click here to view the different Zap options for adding contacts in ActiveCampaign.
  2. Select your Zap trigger and action by clicking them from the Zapbook page and click “Continue” to create your Zap. In this example, we are using the “New User” Zendesk Trigger.

    ZD_Trigger.png

  3. Enter your Zendesk details in the modal pop up to connect your Zendesk account with Zapier. Then click “Yes, Continue” and complete the rest of the steps for setting up your trigger.

    allow_zap_to_access_zd.png

  4. Follow the steps in Zapier for setting up your ActiveCampaign action. You will be asked to add your ActiveCampaign API URL and Key

    access_ac_account.png

  5. As a last step, you’ll need to name your Zap and click the toggle to turn it on. You will be asked to submit payment information to Zapier if you do not have a paid account.

For more details regarding this setup, please see Zapier’s Zendesk integration support document.

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ActiveCampaign Zendesk App

This app will install right into your Zendesk support account. Once installed, you will be able add/update Zendesk end-user details into ActiveCampaign with one click from any ticket page.

To get started with this integration, you’ll need:

  1. In your ActiveCampaign account, click “Lists” from the top navigation menu and click “Add New List.”
  2. Name the list “Zendesk” and complete the rest of the information in the modal pop up. Click “Create List.”

    create_new_list.png

  3. Then click your avatar on the top right of your screen and click "Apps."

    Avatar_apps.png

  4. Locate Zendesk and click on it to select it.

    ZD.png

  5. You will be redirected to the Zendesk apps page in your ActiveCampaign account. Under the section called, “Add the app in Zendesk,” map the Zendesk Field to the contact field and click “Save Field Mapping” when finished.

    ZD_save_field_mapping.png

  6. Open a new window or tab and log into your Zendesk account.
  7. Navigate to the Application Directory by clicking the Admin cog on the left side menu, then click “Marketplace.”

    Cog_then_marketplace.png

  8. Locate the ActiveCampaign app and install the application by clicking the “Install” button:

    search_for_ac.png

    Install_ac.png
  9. Select your account from the dropdown and click "Install."

    App_installation.png

  10. Fill in your API credentials in the “Installation” box:

    installation_box.png
  11. Once installed, you will see the ActiveCampaign app on the right sidebar for each ticket page.

    ac_installed.png

  12. Clicking the “Sync” button will send the Zendesk requestor information into ActiveCampaign.

    sync_ac.png

  13. You will see the new contact in ActiveCampaign.

    sub_to_list.png

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