Use case · Customer success

Health scores are only as good as the data behind them

CS teams juggle support tickets, CRM records and account data spread across tools that don't sync. ZigiOps connects them so account health reflects reality, not a stale weekly export.

The problem

Support tickets sit in one tool, renewal and account data in another. CS teams build health scores from spreadsheets or weekly exports that are outdated the moment they're built — so a spike in complaints doesn't show up until it's already hurt the renewal conversation.

The solution

ZigiOps keeps support and CRM data in sync in real time, so customer success has one current view of every account — ticket volume, priority and status included — without a manual data pull.

Where this shows up

Specific moments this breaks today, and what changes.

A QBR opens blind to open critical tickets

A CS manager walks into a quarterly business review unaware the account has three open critical tickets in Zendesk, because that data only reaches Salesforce in a weekly export.

Zendesk SupportSalesforce
Open ticket volume and severity show up on the Salesforce account record in real time, not a week later.
Health scores run on stale ticket data

The health-score model pulls ticket volume once a week by hand, so a spike in complaints doesn't register until it's already cost the renewal conversation.

FreshdeskSalesforce
Ticket volume and priority feed the health-score model continuously instead of on a weekly cadence.
Support resolves an issue and CS never hears about it

A support engineer closes a hard technical issue in ServiceNow, but nothing tells the CS owner it happened — or that the customer had a rough month getting there.

ServiceNowSalesforce
Resolution history and case notes sync into the account record so CS has the full picture, not just the renewal date.

How it works

Connect support and CRM tools

Zendesk, Freshdesk, ServiceNow and Salesforce — the ticketing and CRM tools your teams already run.

Map account and ticket fields

Bring case volume, priority and status into your CRM account record, visually, without a script.

Keep health data current

Real-time sync means account views never lag behind what’s happening in support.

Relevant integrations

65–90%
Less manual account reporting
Real-time
Account health visibility
99.8%+
Sustained sync success
Our CS team stopped asking support for ticket exports — the data is just there, current, every time.
VP Customer Success, B2B SaaS company

Frequently asked questions

Can we combine ticket and account data automatically?

Yes — ZigiOps can sync ticket volume, priority and status alongside CRM account data in real time, without a manual export.

Do we need engineering involved?

No. Field mapping is visual and no-code, so CS ops can configure and maintain it directly.

Does this work with our existing health-score model?

Yes. ZigiOps feeds current data into whatever scoring model or dashboard you already use — it doesn't replace your model.

How fresh is the data CS sees?

Real time by default. Changes in the support tool reach the CRM account record within seconds.

Give CS a real-time account view

See support and CRM data sync live into one account picture.

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