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Send Zendesk tickets to Pipedrive contacts and assign tasks

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Send Zendesk tickets to Pipedrive contacts and assign tasks preview
Open on n8n.io

Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

This workflow automatically sends Zendesk tickets to Pipedrive contacts and makes them task assignees. The automation is triggered every 5 minutes, with Zendesk checking and collecting new tickets ...

Best for

  • CRM automation workflows
  • advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.functionitem, n8n-nodes-base.zendesk, n8n-nodes-base.set, n8n-nodes-base.cron, n8n-nodes-base.merge, n8n-nodes-base.pipedrive, n8n-nodes-base.httprequest, n8n-nodes-base.if

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by n8n Team.

Original n8n.io source

1.1 Workflow description

Title
Send Zendesk tickets to Pipedrive contacts and assign tasks
Workflow name
Send Zendesk tickets to Pipedrive contacts and assign tasks

This workflow automatically sends Zendesk tickets to Pipedrive contacts and makes them task assignees. The automation is triggered every 5 minutes, with Zendesk checking and collecting new tickets which are then individually assigned to a Pipedrive contact.

Prerequisites

Note: The Pipedrive and the Zendesk accounts need to be created by the same person / with the same email.

How it works

  1. Cron node triggers the workflow every 5 minutes.
  2. Zendesk node collects all the tickets received after the last execution timestamp.
  3. Set node passes only the requester`s email and ID further to the Merge node.
  4. Merge by key node merges both inputs together, the tickets and their contact emails.
  5. Pipedrive node then searches for the requester.
  6. HTTP Request node gets owner information of Pipedrive contact.
  7. Set nodes keep only the requester owner's email and the agent`s email and id.
  8. Merge by key node merges the information and adds the contact owner to ticket data.
  9. Zendesk node changes the assignee to the Pipedrive contact owner or adds a note if the requester is not found.
  10. The Function Item node sets the new last execution timestamp.

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Get last execution timestamp

Type / Role
n8n-nodes-base.functionItem - functionItem
Config choices
Version 1

Block 2 - Set new last execution timestamp

Type / Role
n8n-nodes-base.functionItem - functionItem
Config choices
Version 1

Block 3 - Get tickets created after last execution

Type / Role
n8n-nodes-base.zendesk - zendesk
Config choices
Version 1

Block 4 - Get requester information

Type / Role
n8n-nodes-base.zendesk - zendesk
Config choices
Version 1

Block 5 - Keep only needed requester information

Type / Role
n8n-nodes-base.set - set
Config choices
Version 1

Block 6 - Keep only requester owner email

Type / Role
n8n-nodes-base.set - set
Config choices
Version 1

Block 7 - Every 5 minutes

Type / Role
n8n-nodes-base.cron - cron
Config choices
Version 1

Block 8 - Add requester information to ticket data

Type / Role
n8n-nodes-base.merge - merge
Config choices
Version 1

Block 9 - Search requester in pipedrive

Type / Role
n8n-nodes-base.pipedrive - pipedrive
Config choices
Version 1

Block 10 - Get owner information of Pipedrive contact

Type / Role
n8n-nodes-base.httpRequest - httpRequest
Config choices
Version 2

Block 11 - Get agents and admins

Type / Role
n8n-nodes-base.zendesk - zendesk
Config choices
Version 1

Block 12 - Keep only email and Id

Type / Role
n8n-nodes-base.set - set
Config choices
Version 1

Block 13 - Add Pipedrive agent data to pipedrive contact information

Type / Role
n8n-nodes-base.merge - merge
Config choices
Version 1

Block 14 - Add contact owner to ticket data

Type / Role
n8n-nodes-base.merge - merge
Config choices
Version 1

Block 15 - Contact exists in Pipedrive

Type / Role
n8n-nodes-base.if - if
Config choices
Version 1

Block 16 - Change assignee to Pipedrive contact owner

Type / Role
n8n-nodes-base.zendesk - zendesk
Config choices
Version 1

Block 17 - Add a note requester not found

Type / Role
n8n-nodes-base.zendesk - zendesk
Config choices
Version 1

3. Summary Table

Workflow Send Zendesk tickets to Pipedrive contacts and assign tasks
Complexity advanced
Nodes 17
Categories CRM
Author n8n Team
Published 07 Oct 2022

4. Reproducing the Workflow from Scratch

  1. 1. Download the workflow JSON

    Use the JSON export at /data/workflows/1806/1806.json as the source template for this automation.

  2. 2. Import the template into n8n

    Open n8n, import the downloaded JSON, and review each node before activating the workflow.

  3. 3. Configure credentials and variables

    Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.

  4. 4. Test with sample data

    Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.

  5. 5. Activate and monitor

    Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Frequently asked questions

What does Send Zendesk tickets to Pipedrive contacts and assign tasks do?

This workflow automatically sends Zendesk tickets to Pipedrive contacts and makes them task assignees. The automation is triggered every 5 minutes, with Zendesk checking and collecting new tickets ...

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your CRM use case.