How to Integrate Zendesk with Outlook

Quick summary

This tutorial shows how to integrate Zendesk with Outlook using a Zapier automation, so that Zendesk trigger events automatically drive actions in Outlook without manual effort. The setup takes only minutes and requires no coding — just selecting your apps, configuring a trigger and action, and authenticating both accounts.

Steps

1. Head over to the left-side panel and click 'Create' to start a new Zap.
2. Select 'Zaps' from the list of available options.
3. Click the 'Trigger' button on the main dashboard to begin the integration process.
4. Search for 'Zendesk' and select it as the Trigger app.
5. Choose your preferred 'Trigger Event' from the list of available options.
6. Tap 'Sign In' to authenticate your Zendesk account.
7. Provide the required credentials and click 'Yes, Continue to Zendesk' to proceed.
8. Set up the trigger by filling out the input fields with the necessary details.
9. Click 'Test' to run the trigger based on your inputs.
10. Tap 'Continue With Selected Record' to proceed to the Action setup.
11. Search for 'Outlook' and select it as the Action app.
12. Open the drop-down menu and select your preferred 'Action Event'.
13. Click 'Sign In' and provide your Outlook credentials to authenticate the account.
14. Fill out the input fields with the required action details.
15. Tap 'Test' to publish and activate the integration.
16. Your Zendesk account is now integrated with Outlook and running automatically.