Use case · CRM integration

One customer record, not five

Support, sales and operations all need the same view of the customer. ZigiOps syncs Salesforce, Dynamics 365 and Zendesk cases with your service desk and DevOps tools so nobody works from stale data.

The problem

Cases live in the CRM, incidents live in the service desk, and nobody keeps both updated — so customers repeat themselves, reps chase status across tools that don't talk to each other, and escalations lose their paper trail on the way back to the account.

The solution

ZigiOps links CRM cases and accounts to your service desk and ops tools bidirectionally, so status, priority and comments update everywhere the moment they change — including the trail back from an engineering escalation to the original account.

Where this shows up

Specific moments this breaks today, and what changes.

An escalation loses its way back to the account

A Zendesk ticket gets escalated into Jira for an engineering fix, but the CRM case in Salesforce never reflects it — the account manager finds out from the customer, not the system.

Zendesk SupportJiraSalesforce
Escalation status and root-cause notes flow back into the linked Salesforce case automatically.
Support and sales open duplicate cases

Support opens a case in Zendesk; sales, unaware, opens a duplicate case in Salesforce for the same issue — now two records need reconciling by hand.

Zendesk SupportSalesforce
One linked case record instead of two disconnected tickets that drift apart.
A renewal call happens blind to an open incident

An account is heading into a renewal conversation while a ServiceNow incident sits open — sales has no visibility into it from inside Salesforce.

ServiceNowSalesforce
Open incidents and their status surface directly on the Salesforce account record.

How it works

Connect your CRM and service tools

Salesforce, Dynamics 365 or Zendesk alongside ServiceNow, Jira or your ITSM tool.

Map cases, accounts and priorities

Visual field mapping between CRM objects and service/ops records — no code.

Sync bidirectionally in real time

Status, comments and priority changes flow both ways automatically, including escalation trails.

Relevant integrations

45–75%
Faster case resolution
99.8%+
Sustained sync success
1
Shared customer record
Sales and support finally read from the same case record — customers stop repeating themselves.
Revenue Operations Lead, mid-market software company

Frequently asked questions

Which CRMs does ZigiOps support?

Salesforce, Microsoft Dynamics 365, Zendesk Sell and Zendesk Support, with more connectors available on request.

Can we sync accounts as well as cases?

Yes — accounts, contacts, cases and opportunities can all be mapped and kept in sync.

Does an engineering escalation update the original CRM case?

Yes — when a support ticket is escalated into Jira or an ITSM tool, resolution status and notes sync back to the linked CRM record automatically.

Does this replace our CRM?

No. ZigiOps connects your existing CRM to your service and ops tools — it doesn't replace either system.

Give every team the same customer record

See a live sync between your CRM and service desk.

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