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Salesforce Bidirectional Contact Sync... EVER OR NEVER?



Posted Aug 23, 2022

Back pre-Sell,  there was a roadmap item for Bi-Directional Contact/Lead sync with Salesforce using the Zendesk provided integration, there are many requests for this feature.  Can we get a real update on this needed functionality? I already have a great CRM, and the lack of bi-directional sync is a data hygiene nightmare that should be fixed ASAP if you really Support the Supporters. 

 


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Hello

It's my understanding this is on Zendesk's roadmap and development plans.

In the meantime, if you require a solution for bi-directional sync between Zendesk and Salesforce and want more flexibility and control over the integration process, you might consider exploring  Exalate. It offers advanced synchronization capabilities and can help address data hygiene challenges by keeping your CRM and support systems in sync.

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David Gillespie

Zendesk Product Manager

Hello everyone!

We appreciate your feedback on this topic and would love to hear more directly from you live. Please join us on September 12th at 5PM CDT for our PM Roundtable on our Salesforce integration.

It’ll be an open discussion on what is and isn’t working for you on with the Salesforce integration built by Zendesk. We're collecting feedback at the moment to help inform a new roadmap of improvements across the integration. So please bring those questions, concerns and use cases because we want to hear from you!

The link to register can be found here, we’d love to see you all there.

Cheers,

David

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David Gillespie

Zendesk Product Manager

Hi Everyone,

Following up on this thread after our PM Roundtable on the Salesforce Integration. Just wanted to stay another big thank you for providing feedback in this area.

In case you missed the PM Roundtable session, please find the deckrecording, and follow up article. Thank you again for your feedback!

Cheers,

David

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