Data Sync & ETL
Sync Pipedrive and Zendesk records on a scheduled basis
Runs on a schedule and transfers data between Pipedrive and Zendesk to keep sales and support records consistent.
The steps
- Get last execution timestamp
- Set new last execution timestamp
- Get tickets created after last execution
- Get requester information
- Keep only needed requester information
- Keep only requester owner email
- Every 5 minutes
- Add requester information to ticket data
- Search requester in pipedrive
- Get owner information of Pipedrive contact
- Get agents and admins
- Keep only email and Id
- Add Pipedrive agent data to pipedrive contact information
- Add contact owner to ticket data
17 steps in total.
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