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Zendesk + NetSuite Integration
Integrate Zendesk with NetSuite to connect customer support with your ERP. Sync customer data, link tickets to orders, and give support agents full account visibility without switching systems.
NetSuite certified · Proven integration methodology · Ongoing support
Connect Customer Support with Your ERP: Zendesk + NetSuite
Your support agents need order history, billing status, and account details to resolve tickets. Without integration, they're either logging into NetSuite separately or asking finance to look things up — slowing resolution times and frustrating customers.
At BrokenRubik, we integrate Zendesk with NetSuite so your support team has full customer context without leaving their helpdesk.
What We Build
Customer Data Sync: NetSuite customer records sync to Zendesk, giving agents access to account status, credit terms, outstanding balances, and contact history directly within the Zendesk sidebar.
Order and Invoice Lookup: Agents can search and view NetSuite sales orders, invoices, and return authorizations from within Zendesk tickets. No more switching between systems to check order status.
Ticket-to-Transaction Linking: Support tickets link directly to the relevant NetSuite transaction — a specific order, invoice, or RMA. This creates a complete audit trail connecting customer interactions to financial records.
Escalation to NetSuite Workflows: Zendesk ticket actions can trigger NetSuite workflows. A refund approval in Zendesk can create a credit memo in NetSuite. A warranty claim can generate an RMA automatically.
Reporting and Analytics: Combine Zendesk support metrics with NetSuite financial data. Track support cost per customer, correlate ticket volume with order issues, and identify product-related support trends.
FAQ
What NetSuite data is visible to Zendesk agents?
We configure exactly what agents see — typically customer profile, recent orders, open invoices, payment status, and return history. Sensitive financial data can be restricted by Zendesk role.
Can Zendesk tickets create records in NetSuite?
Yes. We can configure ticket actions to create NetSuite cases, RMAs, credit memos, or support items based on ticket type and resolution.
How does the customer matching work?
We match Zendesk users to NetSuite customers using email address as the primary key, with fallback to company name or custom identifiers for B2B scenarios.
Get Started
Give your support team the customer context they need with Zendesk + NetSuite.
Related Topics:
NetSuiteZendeskCustomer SupportCRMHelpdeskAutomation
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Ready to implement Zendesk + NetSuite Integration?
Let's discuss how this integration can streamline your business processes and unlock new efficiencies.
What happens next:
- 1We'll respond within 24 hours to schedule a discovery call
- 2On the call, we'll map your systems and integration requirements
- 3If there's a fit, we'll provide a scoped proposal with timeline
No pressure. No generic sales pitch. Just an honest conversation about your integration needs.
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