Keep client support and proposal history in sync with Zendesk
Zendesk is the leading customer support platform used by businesses of all sizes to manage client communication, tickets, and knowledge bases. For agencies, connecting Zendesk to Pitchsite provides a unified view of every client relationship — from initial proposal to ongoing support tickets.
A step-by-step look at how Zendesk and Pitchsite work together.
Authenticate Pitchsite with your Zendesk account using your subdomain and API token. Customer records, organisations, and ticket types sync immediately.
When a Pitchsite proposal is accepted, Pitchsite creates (or updates) a Zendesk organisation for the new client — with contact details, account value, and onboarding status.
Pitchsite adds proposal data to Zendesk user tags and custom fields — proposal value, service type, signed date. Support agents see client context before they even say hello.
Create a Zendesk ticket automatically on proposal acceptance — the first task for your support team: complete client onboarding within 48 hours.
Zendesk agents handling client tickets see the original signed proposal, scope, and value in the sidebar — full context for every support interaction.
Real ways agencies use Zendesk and Pitchsite together.
Support agents handling tickets from premium clients should know what they're worth and what's in scope. Zendesk with Pitchsite data surfaced in the sidebar means every agent is informed.
Every signed proposal creates a Zendesk onboarding ticket. The support team knows a new client is starting; the client has a ticket to track their setup progress. Professional from day one.
When clients request work outside scope, support agents can reference the original Pitchsite proposal linked in the Zendesk ticket — clear, objective, dispute-ending documentation.
Tag high-value Zendesk customers based on proposal value from Pitchsite. Premium clients get priority ticket queues — support tiers that match the investment they've made.
Why agencies connect Zendesk to Pitchsite.
Keep client support and proposal history in sync with Zendesk
Try Pitchsite free →No credit card required. Free to start.
Start for free. Your first proposal is live in 5 minutes. Integrations set up in seconds.
Get started free →Currently the flow is primarily Pitchsite → Zendesk. Support ticket patterns can inform future proposal scope (e.g., common support requests suggest a service add-on to pitch).
Yes. When a proposal is accepted, Zendesk Guide access can be granted to the new client via API — giving them access to your knowledge base as part of onboarding.
Yes. Pitchsite integrates with Zendesk Sell for CRM deal management alongside the Support integration — connecting the full sales and support lifecycle in one Zendesk environment.
Yes. Configure Pitchsite to create different Zendesk ticket types (e.g., Web Design Onboarding vs. SEO Onboarding) based on the proposal service category.
Other tools that work well alongside Zendesk + Pitchsite.