Integrate Zendesk and Microsoft Dynamics 365 Sales using a combination of bulk and scheduled processes to keep your Microsoft Dynamics 365 Sales and Zendesk data in sync. The Templates are a two-way integration solution, allowing data to flow in both directions between the two systems. Decide which components of each system should be synced with the other using the provided integration processes. The integration will sync up the following record types:

Zendesk Organizations and Microsoft Dynamics 365 Sales Accounts
Zendesk Users and Microsoft Dynamics 365 Sales Contacts
Zendesk Tickets and Microsoft Dynamics 365 Sales Cases

The integration processes make use of several key Zendesk and Microsoft Dynamics 365 Sales features such as:

Run integrations that utilize paging to pull more than 100 records at a time from Zendesk
Run incremental integrations, which allow only processing records after a specific time
Run integrations that utilize custom entities in Microsoft Dynamics 365 Sales

For every integration, a Bulk version and a Change version of the map exists. The set of bulk maps are intended for an initial sync of data from Zendesk to Microsoft Dynamics 365 Sales. Once that is complete, the change maps are designed to be scheduled as an ongoing process to keep the two systems synced up.

Any of the mappings can be changed or configured once the integrations are imported into SmartConnect.com, so additional fields can be included or even new maps can be added to fit specific needs.

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