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Library / Data Sync & ETL

Data Sync & ETL

Sync Pipedrive and Zendesk records on a recurring schedule

Runs on a schedule and moves data between Pipedrive and Zendesk to keep customer and support records in step.

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The steps

  1. NoOp
  2. Get last execution timestamp
  3. Set new last execution timestamp
  4. Pipedrive person Id found
  5. NoOp1
  6. Get Zendesk comments for tickets
  7. Add comments to tickets
  8. Add Pipedrive person Id to Zendesk tickets
  9. Get tickets updated after last execution
  10. Channel is email
  11. Rename fields and keep only needed fields
  12. Search persons by email
  13. Remove duplicates to make search efficient
  14. Set search email

21 steps in total.

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