Can I enrich customer information in Zendesk with Clay?

Josh Champion · 2024-02-14 18:31:34.473417+00

We use Zendesk for our Customer Support and would love to use Clay to enrich the information. As in someone submits a help ticket on Zendesk and we put their details in Clay to enrich the number of employees which helps sales prioritize the engagement. Is this possible with Zendesk?

Can I enrich customer information in Zendesk with Clay? | Clay

14 comments

· Sorted by Oldest

Matthew Quan (Clay)
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Hey Josh - love this idea! This should be possible. Do you have Zendesk integrated with salesforce or your crm?
Josh Champion
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We use Pipedrive as the CRM. I could also use Zapier, I guess. But wanted to know about a direct integration or any other way as Zapier is more last resort.
Josh Champion
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We get nearly 500 weekly Zendesk tickets and I need to pull the top 10% of opportunities to my sales team
Josh Champion
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Matthew Quan (Clay) you rock for such a fast response!
❤️1
Matthew Quan (Clay)
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Nice! A few ways to do this. Zap would be one and it’s pretty easy. You’d use a webhook as the source in Clay -> use a Zap to push from Zendesk to the webhook
Matthew Quan (Clay)
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Then you can push back out to Zap or use HTTP API to push directly to zendesk
Matthew Quan (Clay)
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It’s not an integration we have native right now - but 100% possible
Josh Champion
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And a good distinction for you to know is that CS used Zendesk and Sales uses Pipedrive. So I just need the information from Zendesk to be send to Clay for enrichment - win #1. If we can then pipe that information to Pipedrive, then that's win #2. In Zendesk we just get name, email and company. But I need to know how many employees, industry, revenue, etc. So that sales can grab the larger leads./
Josh Champion
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So you think Zap from Zendesk to Clay would be the best.
Matthew Quan (Clay)
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Awesome - for #1 ya i’d use a zap here for the initial test. Then if you’re liking it we can probably figure something else out that is more clean
Josh Champion
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Dope. Thanks man!
Josh Champion
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I'm going to set that up this week 🤙
Matthew Quan (Clay)
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Then for #2 we have a native pipedrive integration to push the data out
Matthew Quan (Clay)
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Awesome! Lmk how it goes:) Stoked to see this use case so let me know if you need help
:sparkles-clay:1

Matthew Quan (Clay)
·
·
Hey Josh - love this idea! This should be possible. Do you have Zendesk integrated with salesforce or your crm?
Josh Champion
·
·
We use Pipedrive as the CRM. I could also use Zapier, I guess. But wanted to know about a direct integration or any other way as Zapier is more last resort.
Josh Champion
·
·
We get nearly 500 weekly Zendesk tickets and I need to pull the top 10% of opportunities to my sales team
Josh Champion
·
·
Matthew Quan (Clay) you rock for such a fast response!
❤️1
Matthew Quan (Clay)
·
·
Nice! A few ways to do this. Zap would be one and it’s pretty easy. You’d use a webhook as the source in Clay -> use a Zap to push from Zendesk to the webhook
Matthew Quan (Clay)
·
·
Then you can push back out to Zap or use HTTP API to push directly to zendesk
Matthew Quan (Clay)
·
·
It’s not an integration we have native right now - but 100% possible
Josh Champion
·
·
And a good distinction for you to know is that CS used Zendesk and Sales uses Pipedrive. So I just need the information from Zendesk to be send to Clay for enrichment - win #1. If we can then pipe that information to Pipedrive, then that's win #2. In Zendesk we just get name, email and company. But I need to know how many employees, industry, revenue, etc. So that sales can grab the larger leads./
Josh Champion
·
·
So you think Zap from Zendesk to Clay would be the best.
Matthew Quan (Clay)
·
·
Awesome - for #1 ya i’d use a zap here for the initial test. Then if you’re liking it we can probably figure something else out that is more clean
Josh Champion
·
·
Dope. Thanks man!
Josh Champion
·
·
I'm going to set that up this week 🤙
Matthew Quan (Clay)
·
·
Then for #2 we have a native pipedrive integration to push the data out
Matthew Quan (Clay)
·
·
Awesome! Lmk how it goes:) Stoked to see this use case so let me know if you need help
:sparkles-clay:1