6 Best Zendesk CRM Integrations

Zendesk is a multiproduct platform that includes sales, marketing, and support tools, but is mainly known for Zendesk Support, its customer support product that can be integrated with CRMs to better manage the whole customer experience. We looked at several support-specific Zendesk CRM integrations and identified the six best options for small business teams.

Top 6 CRMs That Integrate With Zendesk for 2019

How We Evaluated Support-centric Zendesk CRM Integrations

We considered general use and industry-specific options that integrated with Zendesk Support, a platform offering many customer support tools like ticketing, knowledge base, chat, call center software, and analytics. The best customer relationship management (CRM) tools that integrate with Zendesk Support include those with seamless communication, ease of use, affordability, and customer support. They also let you aggregate customer conversations, making it easy to keep track of customer issues.

Here are the criteria we used to identify the top six CRMs that integrate with Zendesk:

• Ease of use: We evaluated how easy it was to integrate the CRM with Zendesk Support and how easy it is to use once integrated.
• Affordability: We also looked at the pricing of the CRMs and chose solutions that were budget-friendly for small to medium-sized businesses.
• Communication tools: Because communication is important for customer support, sales, and marketing, we looked at the communication tools available in each solution.
• Reporting and analytics: We considered reporting and analytics features offered with the CRM, along with integration that provides metrics for a complete view of how you interact with customers and prospects.
• Customer support: We considered the levels of customer support each provider offered.
• Core CRM features: We evaluated the CRM features of each provider to ensure they included tools like contact and lead management, opportunity management, and marketing.

Based on this, we’ve determined that Zendesk Sell is the best overall CRM to integrate with Zendesk Support. Because it’s on the Zendesk platform, it takes a few simple steps to integrate and sync support tickets, making them visible on contact profiles. It also integrates with other Zendesk products like call center software and knowledge base, making it a good option for businesses looking for a single all-in-one contact management platform.

Best Overall Zendesk CRM Integration: Zendesk Sell

Zendesk Sell is the CRM that’s part of Zendesk’s platform, priced at $25 per user, per month. It also easily integrates with Zendesk Support and offers product bundles to make it even more robust and affordable. Features include the ability to create and manage tickets as well as pipelines, the ability to create prospect lists based on a variety of data points, making Zendesk Sell great for businesses wanting to exclusively use the Zendesk platform.

Zendesk Sell Pricing

Zendesk Sell’s pricing starts at $19 per user, per month and goes up to $49 per user, per month. They also offer a bundled package called Duet that includes Zendesk Sell and Zendesk Support Professional plans for $59 per user, per month. However, to get this bundle, you’ll need to agree to an annual contract.

Zendesk Sell Tiered Features

Team

The Team plan is a great starter plan for enhancing Zendesk Support with added core CRM functionality like custom pipelines, a full-featured mobile CRM, and basic reporting. It also has calling features that include click-to-call and call recording. Its integration allows you to connect with your customers from multiple channels including web, mobile, Facebook, and Twitter. You can also create and manage tickets for your customers.

This plan is right for businesses with a support team wanting to add a CRM and wanting to further enhance their customer relationships. It’s great if you don’t need advanced features like bulk emails, MailChimp integration, or advanced call analytics. This plan is affordably priced at $19 per user, per month. If you do need those advanced features, the Zendesk Support plan you’ll need is Professional and above, which starts at $49 per user, per month.

Professional

Features in the Professional plan are great for businesses ready to take their customer relationship management and support to the next level. It includes tools like personalized bulk email capabilities to market to and communicate with groups of customers and prospects. It also includes email templates to help you save time. You can also predict future revenue with sales forecasting tools.

Professional is right for small businesses with larger more established customer bases. The bulk email tools and email templates allow you to scale marketing and other communications. It’s priced at $49 per user, per month and integrates with Zendesk Support at the Professional level. Zendesk Duet, a special bundle consisting of Professional Support and Sell, costs $10 more than Sell by itself, making the plan’s features even more affordable.

Zendesk Sell pipeline dashboard

Zendesk Sell & Zendesk Support Integration

Zendesk Sell easily integrates with Zendesk Support with any Zendesk Sell tiered plan. It allows you to see sales information in Support and customer service information in Sell. There’s even a “Notify Sales” button inside of Support that agents can click on to notify sales of an issue or opportunity. You can also sync tickets so they are visible in Sell.

What Zendesk Sell Is Missing

Zendesk Sell is missing live communication tools like live chat and messaging. It’s also missing self-serve customer service tools like a knowledge base. If these tools are important, integrating with Zendesk Guide and Zendesk Chat along with Zendesk Support may be right for you.

What Users Think About Zendesk Sell

Users like Zendesk Sell overall. They like that it’s easy to use and offers robust tools to build both prospect and customer relationships. Dislikes revolve around price, occasional glitches, and having to add on and pay for additional features.

Where to Find Zendesk Sell

Zendesk Sell can be found in small businesses that like using the Zendesk platform and want to use both the CRM and the support tools together. It’s great for small businesses looking for a seamless integration of a full-featured CRM and Zendesk Support. Sign up for a free trial to see if it’s right for you.

Visit Zendesk Sell

Best Zendesk CRM With Marketing Lead Generation: HubSpot Sales Hub

HubSpot CRM’s integration with Zendesk offers marketing, lead generation, and customer support with its Sales Hub add-on starting at $50 per user, per month. Features include live chat, calling capabilities, team email, and email templates in addition to support tools like ticketing and creation of customer lists based on ticket tags. This makes it great for businesses wanting comprehensive marketing and support tools in one platform.

HubSpot Sales Hub Pricing

HubSpot offers a free plan CRM, but in order to integrate with other products like Zendesk, you will need to pay for either the HubSpot Sales Hub or HubSpot Marketing Hub add-ons, which start at $50 per user, per month. There’s also a Professional tier which is $400 per user, per month for teams of five.

HubSpot Sales Hub Tiered Features

Free

HubSpot’s free CRM offers live chat so that you can engage in real-time with your prospects or customers on your website. It also offers calling features that include eight hours of calls. Service features include ticket management and creation. This is a great value for money, especially compared to plans like Zendesk Sell that don’t offer a free version. However, this plan does not provide direct integration with Zendesk Support.

That said, for a free plan, HubSpot Sales offers a comprehensive feature set and even provides basic support tools like ticketing along with CRM functionality. This, therefore, makes it a great alternative option for a small business or sales team just starting out who want to already be using one of the best CRMs capable of integrating with Zendesk when ready to upgrade.

Sales Hub Starter

The Starter plan builds on the Free plan, offering additional features like conversation routing, the ability to remove HubSpot branding from the software, and email sequences. When you add Zendesk Support, you get even more features, such as the ability to see a contact’s detailed ticket information and customer satisfaction detail. Prices for this plan start at $50 per user, per month, which is similar to Zendesk Sell’s pricing at this tier.

This Plan is great for small businesses needing to add more advanced email and call features to their plan along with the ability to add Zendesk Support to get additional support features. It’s also great for those building their brand awareness internally and want to brand their Zendesk CRM dashboards.

HubSpot Zendesk dashboard

HubSpot Sales Hub & Zendesk Support Integration

HubSpot Sales Hub easily integrates with Zendesk Support. You can integrate Zendesk Support on HubSpot’s Starter plan and higher. The Zendesk Support features you get include syncing ticket information into HubSpot and the ability to see important customer data like customer satisfaction details.

What HubSpot Sales Hub Is Missing

HubSpot Sales Hub is missing knowledge base creation tools, giving customers the ability to find information on their own or solve their own support issues. This is important and could be a time saver if your customers have frequently asked questions (FAQs) that come up quite often and take up a lot of time. If this is important, Zendesk Support has a knowledge base product that may work as another add-on for you.

What Users Think About HubSpot Sales Hub

Users really like HubSpot because it’s easy to use and it offers robust features even in the free version. Negative reviews revolve around the significant jump in price as you get out of the small to medium-sized business (SMB) plans. Check out our HubSpot review article.

Where to Find HubSpot Sales Hub

HubSpot Sales Hub is great for small businesses with teams that may be just starting out or on a tight budget, needing a free plan. It’s also great for teams wanting to provide customer support, marketing, and lead generation tools all in one platform. If you’re interested in a CRM with these features, try HubSpot Sales Hub for free.

Visit HubSpot Sales Hub

Best Zendesk CRM With Multichannel Communication: amoCRM

amoCRM is a multichannel messenger-based CRM that integrates with Zendesk Support, allowing you to communicate with customers across different channels like Facebook Messenger, Instagram, and so forth. It integrates with Zendesk Support, allowing you to access support information associated with your contacts. Pricing starts at $15 per user, per month, making it great for sales teams with customers using a variety of communication channels.

amoCRM Pricing

amoCRM is priced starting at $15 per user, per month for the Base plan. Zendesk Support pricing starts at $19 per user, per month at the Team tier. This Zendesk Support-ready CRM has one of the most affordable paid plans on the market for small business.

amoCRM Tiered Features

Base

Base is the starter plan, offering tools like sales pipelines, activity reports, and multimessenger integrations with Facebook Messenger, Skype, Instagram, and so forth. For sales teams, it offers a business card scanner that saves time from manual entry of leads and contacts. Zendesk Support integration allows for ticket management, including viewing details in CRM contacts and the ability to address issues in multiple channels. It’s priced at $15 per user, per month.

The Base plan is the best option for sales managers and business owners needing the ability to customize pipelines and their corresponding stages. It’s also best for teams that network in person as well as communicate with their clients and prospects over a variety of social and online communication tools. Pricing is affordable and is comparable to Zoho’s paid plan at this level.

Advanced

The Advanced plan features more robust features like sales automation, sales forecasting, and integrated voice-over-internet-protocol (VoIP). It lets you trigger sales activities like Facebook ads shown to prospects when they’ve been moved to a certain pipeline stage and send resulting leads to appropriate team members for follow-up.

This plan is priced at $25 per user, per month, which is comparable to Zoho’s Professional plan. It’s a great option for sales managers and business owners wanting to take advantage of all the channels customers and prospects use to communicate and connect with them on their preferred channel.

amoCRM Kanban board

amoCRM & Zendesk Support Integration

AmoCRM easily integrates with Zendesk. There are only six simple steps for integration. However, the requirements include having a minimum of the Zendesk Support Team plan. Integration features include being able to respond to support issues in a variety of channels, from email, to phone, to Twitter, all within amoCRM.

What amoCRM Is Missing

amoCRM is missing lead scoring in the small business-focused plans. If lead scoring is important, you should consider upgrading to the Enterprise plan. It’s also missing a free version for small to medium-sized businesses (SMBs) without a CRM budget. If this is important, HubSpot, Zoho, or Capsule may be better options to consider

What Users Think About amoCRM

Because it’s affordable and relatively easy to use, people like amoCRM. There are issues users report disliking. There are a few reviews of service being an area that could use some improvement. For more information on reviews of this product, read our amoCRM review article.

Where to Find amoCRM

If you’re looking for a CRM that will allow you to use a variety of communication channels to talk to customers and want to incorporate details about sales activities into your conversation, check out amoCRM. Their productivity tools, like the business card scanner, will help your sales team save time. They offer a 14-day free trial to try it out for yourself.

Visit amoCRM

Best Zendesk CRM for Reporting & Analytics: Capsule

Capsule is a CRM that integrates with Zendesk Support and offers robust reporting and analytics features like sales data, pipeline stats, and performance metrics. Its integration lets support teams view both sales and support interactions and the ability to create tickets. Prices start at $18 per user, per month. There’s also a free plan. It’s best for sales and business managers wanting analytics and reporting along with customer support tools.

Capsule Pricing

This Zendesk CRM is priced starting at $18 per user, per month. It also offers a free plan that doesn’t include the advanced reporting and analytics. Capsule’s prices are in alignment with affordable CRMs in the small business space.

Capsule Tiered Features

Free

The free version offers a robust CRM that includes Kanban boards where you can create your pipelines or even projects. It also includes task management tools to manage tasks associated with your pipeline and email integration so that you can send emails from within Capsule. Zendesk integration features include accessing conversations and seeing and creating support tickets.

The Free plan is great for budget-conscious entrepreneurs wanting a CRM and support tools. It’s great for those not needing advanced reporting, like sales activity reporting, sales forecasting, or performance metrics, but need to view interactions and create and view tickets.

Professional

The Professional plan builds on the Free plan and adds advanced reporting like sales activity reporting, sales performance reporting, and sales forecasting. This plan also includes premium add-ons like G Suite, Xero, and FreshBooks.

Priced starting at $18 per user, per month, the Professional plan offers more advanced tools business owners can use to make decisions about their businesses and sales teams. It’s great for small business owners looking to house customer and prospect interactions in one place and use data and analytics to guide their next moves.

Teams

The Teams tier builds on the Professional tier and includes additional features like advanced sales reporting and team-based reporting, where you can create sales reports that reflect how your entire team is performing. You also have the ability to create custom activity types for tracking and reporting and custom reports with Google Data Studio, which is great for tracking data unique to your organization or industry.

Prices start at $36 per user, per month. The Teams plan is great for businesses with sales teams needing to track both individual salespeople and teams as a whole. It’s also great for businesses wanting to customize metrics and track within their CRM.

Capsule dashboard

What Capsule CRM Is Missing

Capsule CRM is missing built-in calling and email marketing features. If having calling features within your Zendesk CRM is important to you, you may want to check out one of their phone integrations or another CRM like HubSpot or Zendesk Sell.

What Users Think About Capsule CRM

Users love Capsule CRM because it’s easy to use, has a visual pipeline, and has robust features. There aren’t many negative reviews, but the ones we found revolve around aspirational features like wanting job costing or wishing the free version had more options.

Where to Find Capsule CRM

Capsule is great for reporting and analytics tools. You can find it being used by entrepreneurs wanting robust reporting capabilities, including the ability to customize reports and create team-based reports. It’s also used in businesses wanting to view customer interactions in one place via Zendesk Support integration. Sign up for a free trial to see if it’s right for you.

Visit Capsule CRM

Best Zendesk CRM With Workflow Automation: Nutshell

Nutshell is a Zendesk Support-ready CRM that allows sales and service to access all tickets in its platform as new and updated tickets are sent. Prices starting at $19 per user, per month. It has workflow automation tools that allow you to complete sales cycle tasks more efficiently, streamlining repetitive tasks. It’s great for businesses with repetitive tasks wanting to have better conversations with their customers.

Nutshell Pricing

Pricing for Nutshell starts at $19 per user, per month for the Starter plan. Pricing for the Zendesk integration starts at $5 per user, per month for the Support Essentials plan, which is one of the least expensive plans with Zendesk Support integration on the market.

Nutshell Tiered Features

Starter

The Starter plan offers a variety of features including contact, pipeline, task, and communication management. In addition to these core CRM features, it also has automation tools to help you streamline repetitive tasks such as emails that go out after support tickets are issued. Zendesk features include sales and services having access to tickets in the system and having tickets appear on customer profiles and timelines. It’s available on any Zendesk and Nutshell plan.

This plan is ideal for small business owners with a lot of repetitive tasks and who need automation tools. The price is affordable at $19 per user, per month. Both automation and Zendesk ticket availability help companies save time from having to do things like create and send emails or toggle between two systems to look at sales and service information.

Pro

The Pro tier offers more advanced automation and reporting than the Starter plan. The type of sales automation tools available in Pro include automated lead assignment, automated tasks, and automated lead advancement. The types of reports you get with this tier are funnel reports and activity reports. The Zendesk Support features vary based on the type of plan you have.

Priced at $35 per user, per month, the Pro tier is great for small business owners who need a higher level of task automation. They would also need more in-depth reporting around their sales funnel and activities.

Nutshell pipeline stages

What Nutshell Is Missing

Nutshell is missing communication tools like live chat. If this is important for engaging your customers, you may want to consider a live chat integration or a CRM like Zendesk Sell that’s part of a platform of products where this can be easily added.

What Users Think About Nutshell

Users are generally happy with Nutshell because of the automation and other robust CRM features. Most of the dislikes were due a desire for other integrations or price. Check out our Nutshell review article.

Where to Find Nutshell

You can find Nutshell being used by busy sales teams and business owners because of the automation features. The automation tools allow you to focus more on building relationships. If you’d like to check it out for yourself, sign up for a free trial.

Visit Nutshell

Best Zendesk CRM With Social Media Tools: Zoho CRM

Zoho is a CRM with Zendesk integration that allows you to connect with and monitor customers and prospects on social media, enabling you to spot customer support issues. For example, Zendesk Support syncs contact details with ticket data. Zoho has a free plan, and paid plans start at $12 per user, per month. It has lead capture tools that allow you to get leads from social media sites. It’s best for businesses interested in social media lead generation and monitoring.

Zoho CRM Pricing

Zoho has a free plan for up to three users. The paid version starts at $12 per user, per month and the Professional plan starts at $20 per user, per month. These tiers which are best suited for small businesses are affordably priced.

Zoho CRM Tiered Features

Free

The Free plan offers a basic, but highly rated, CRM with features such as lead, opportunity, and task management. It also includes social media tools to engage prospects and basic workflow automation tools to streamline repetitive sales activities. Integration with Zendesk also allows you to access contact, lead, and potential details from within support tickets, which allows support agents to have better customer conversations.

The Free plan is ideal for small businesses with three or fewer users wanting to manage their leads and engage them on social media. The social media tools in this plan allow you to share content, have conversations, and follow posts from your prospects. The social media tools and the Zendesk Support tools make it a great starter plan to engage prospects and customers on social media and address support issues with pertinent information.

Standard

The Standard plan builds on the Free plan, and also includes more advanced marketing tools like mass emails, marketing campaigns, and social media lead capture forms. You’re also able to integrate calling features with Zoho PhoneBridge. These features enable you to build relationships and support lead generation from social media.

This plan is fantastic for business owners looking to execute lead generation and email marketing campaigns along with providing enhanced support through the Zendesk Support integration. Pricing starts at $12 per user, per month and is comparable to amoCRM.

Professional

Priced at $20 per user, per month, Professional adds onto the Standard plan with even more advanced tools like Inventory Management and Zoho Finance Suite. These features add increased engagement by allowing your sales team access to information on products, inventory, and invoices while they are interacting with prospects or customers.

This plan is for small businesses wanting to incorporate product information while interacting with their prospects and customers. This saves time from having to log into another system to access information.

Zoho social media conversations and messages dashboard

What Zoho CRM Is Missing

Zoho is missing the ability to create self-serve customer service resources like a knowledge base, where customers can look up their own issues and solve them without having to contact customer support. If this is important, you may want to consider adding Zoho Desk, which offers the ability to create a knowledge base. Alternatively, consider using a platform like Zendesk and use their Guide product.

What Users Think About Zoho CRM

Zoho users like that the software is very comprehensive. There are a few disappointed users who don’t like having to buy add-on products to get the functionality they are looking for. For more information on reviews, see our Zoho user reviews article.

Where to Find Zoho CRM

You’ll find Zoho in the hands of entrepreneurs interested in exploring the use of social media to capture leads and nurture them. If you’d like to try integrating your social media initiatives with your lead management and CRM software, sign up for a free trial with Zoho today. You can also sign up for their free plan, which accommodates up to three users.

Visit Zoho

Bottom Line: Zendesk CRM Integrations

The best CRMs that Integrate with Zendesk do so seamlessly and allow you to view support ticket information in your CRM. They are affordable for small business owners and easy to use once they’re integrated. Of all the options presented here, whether an industry-specific, general use, or ecommerce CRM, there’s bound to be one that meets your business needs.

Zendesk Sell is a great CRM for integrating with Zendesk Support because it’s already on the Zendesk Platform and has the ability to scale as needed with other products, like the knowledge base and live chat tools. If you think Zendesk Sell may be right for you, sign up for a free trial.

Visit Zendesk Sell