Connect Zendesk to Salesforce in seconds

Access your Salesforce data directly from your Zendesk tickets without switching tabs or searching for information.

Salesforce Integration

What you'll achieve with the Salesforce integration

Handle tickets faster

Jump directly to relevant Salesforce accounts, contacts and opportunities from your tickets without manual searches

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Create custom links

Build dynamic links that automatically include ticket data in your Salesforce URLs

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Reduce context switching

Keep your focus by accessing Salesforce data without leaving Zendesk

Salesforce Use Cases

Connect to Customer Accounts

Instantly jump to customer account pages in Salesforce using the email address from your Zendesk ticket.

https://yourinstance.my.salesforce.com/search/SearchResults?searchType=2&str={{ticket.requester.email}}

View Opportunities

Open opportunity records directly by mapping Zendesk custom fields to Salesforce opportunity IDs.

https://yourinstance.my.salesforce.com/{{ticket.custom_fields.opportunity_id}}

Create Support Case

Generate pre-filled Salesforce Case creation forms with information from your Zendesk ticket.

https://yourinstance.my.salesforce.com/500/e?cas4={{ticket.subject}}&cas15={{ticket.requester.email}}

How to set up the Salesforce integration

1

Install URL Builder Pro

Add URL Builder Pro from the Zendesk Marketplace to your Zendesk instance

2

Create Salesforce templates

Set up URL templates for your common Salesforce pages using ticket variables

3

Start using your links

Access your Salesforce links directly from ticket sidebars and navigation

What support teams are saying

"URL Builder Pro has saved our support team countless hours by providing direct access to our Salesforce data. We've cut average handling time by 20%."

Testimonial Author

Sarah Johnson

Customer Support Manager, TechCorp

"Setting up our Salesforce links was incredibly simple. Now our agents can focus on helping customers instead of navigating between systems."

Testimonial Author

David Chen

IT Director, GlobalRetail Inc.

Ready to streamline your Salesforce workflow?

Join hundreds of support teams using URL Builder Pro to connect their Zendesk instance with Salesforce