Live webinar
Beyond tickets: running your operation on Zendesk custom objects.
In 45 minutes, see how bringing your orders, contracts, assets or subscriptions into Zendesk turns agents from data hunters into problem solvers. With a live demo, start to finish.
- Wed 18 November, 12:00pm AEDT
- 45 minutes, with Q&A
- Free, on Google Meet
- Recording sent to everyone registered
Presented by Gravity CX, an authorized Zendesk implementation partner.
What you’ll see
Your business data, inside Zendesk.
HubSpotSubscriptions
ShopifyOrders
Microsoft ExcelAssets
Ticket #48213 · Billing question
Related records
- Enterprise · Annual
Renews 14 Nov 2026 · 120 seats
- #10482 · Fulfilled
3 items · Shipped 9 Oct
- X200 Scanner
Warranty to Mar 2027
Synced 4 minutes ago
The problem
Zendesk knows tickets, users and organisations. Everything else is in a spreadsheet or another tab.
Getting the data in
Loading thousands of records, and keeping them current and linked.
The agent’s workflow
The order, contract or asset on the ticket, so agents act without leaving Zendesk.
Reporting
Tickets by product, contract tier or site, in Explore.
Business rules
Route by contract tier, flag a warranty expiry, set SLAs by subscription.
Use cases
What teams sync into Zendesk.
Whatever your agents look up in another system today can live in Zendesk, linked to the ticket. Six of the most common:
- Shopify → Orders
Ecommerce orders
Order status, items and fulfilment next to every “where’s my order” ticket. Route returns and refunds by order value.
- HubSpot → Subscriptions
Plans and renewals
Plan tier, seats and renewal dates on the organisation. Prioritise by tier and flag renewals at risk.
- Microsoft Excel → Assets
Assets and warranties
Serial numbers, models and warranty dates linked to each customer. Agents confirm cover at a glance.
Google Sheets → LocationsStores and sites
Opening hours, managers and regions for every location. Route to the right site team and report by store.
REST API → Contracts
Contracts and entitlements
What each customer is entitled to, from your billing or ERP system. Apply the right SLA automatically.
Any source → Users and orgs
Customer profiles
Account owner, segment and lifetime value on users and organisations, matched to the right person or company.
Shown live
Connect, map, sync. Shown live.
In the demo we connect real systems and keep them in sync inside Zendesk custom objects. Then we show what agents, reports and rules can do with the data.
- Connect a source, the system the data lives in
- Map it to Zendesk, a new object or one you already have
- Link and keep it current, to tickets, users and organisations
Sources
- HubSpot
- Shopify
- Google Sheets
- Microsoft Excel
- Any REST API
Power BISoon
Into Zendesk custom objects, users and organisations
Who it’s for
For the people who run Zendesk.
CX and support leaders
Who want agents solving problems, not hunting for data.
Zendesk admins
Who will build the objects, the fields and the rules.
Operations managers
Who own the orders, assets or contracts your agents look up.
Presenters and agenda
45 minutes, no slides about us.
Hugo Richard
Head of Growth, ex Zendesk
Tells the story and the business case.
Chad Susa
Founder, Head of Service, ex Zendesk
Runs the live demo.
Authorized Zendesk implementation partner, 150+ implementations
- Welcome
Who we are, and a quick poll
- The problem, and what custom objects are
Objects, records, lookup fields, and the plan limits
- Live demo
Connecting real systems to Zendesk, and what it unlocks
- Where the data comes from
CSV, ERP, CRM, ecommerce, any system with an API
- Your questions
Hugo and Chad answer them live
Register
Save your seat.
Pick the session and add your details. You’ll get the calendar invite with the Google Meet link straight away.
- Wednesday 18 November, 12:00pm AEDT, 45 minutes.
- The invite and the Google Meet link arrive by email.
- Can’t make it live? Register anyway: the recording goes to everyone.
“In just two weeks they had us fully operational. Despite our unusual use of Zendesk they adapted seamlessly and helped us develop solutions that worked, delivering outstanding value in a short period.”
Stacey YoungOperations Manager · NGS Structural Engineering
Questions
Before you register
- Is it recorded?
Yes. The recording goes to everyone who registers, whether or not they make it live.
- Which Zendesk plans support custom objects?
Zendesk Suite on any plan, or Support Enterprise, with the Agent Workspace on. Suite Team allows 3 objects, Growth 5, Professional 30 and Enterprise 50, with up to 100 fields on each.
- Do I need a developer?
Not to watch, and not to create the objects: an admin builds them in Admin Center. Loading thousands of records and keeping them current is the harder part, and the webinar shows how it’s done.
- Is it free?
Yes. It’s 45 minutes on Google Meet, and there’s nothing to buy.
- Will it be a sales pitch?
No. It’s 30 minutes of content and a live demo, then your questions. At the end we mention a free scoping call, for anyone who wants help with their own data.
