Connect Totango and
Zendesk with AI

Sync support ticket data into customer health scores and success workflows automatically. Stop manually exporting Zendesk metrics into spreadsheets or toggling between platforms to understand the full customer picture. Redbird AI keeps your CS and support teams working from the same customer intelligence.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

Update Totango health scores when Zendesk ticket volume or CSAT changes

Automatically adjust customer health scores in Totango based on support metrics like ticket frequency, resolution time, and satisfaction ratings. Keep CS teams informed of deteriorating customer health driven by support issues without manual data pulls or weekly syncs.

Create Zendesk tickets when Totango health scores drop below threshold

Trigger proactive support outreach when customer health deteriorates in Totango. Automatically create tickets assigned to CSM-aligned support agents with full context on usage patterns, engagement trends, and at-risk signals to enable coordinated rescue plays.

Enrich Totango account profiles with Zendesk support history and sentiment

Pull complete support interaction history, ticket categories, and CSAT trends from Zendesk into Totango account timelines. Give CS teams full visibility into support patterns during QBRs, renewal planning, and expansion conversations without switching tools.

Trigger Totango success plays when Zendesk identifies feature confusion patterns

Detect when multiple tickets reference the same feature or workflow, then automatically launch targeted success plays in Totango with educational content, training invites, or CSM check-ins. Turn support friction into proactive adoption opportunities.

Sync Totango lifecycle stage changes to Zendesk for context-aware support

Update Zendesk customer records when accounts move between onboarding, expansion, renewal, or at-risk stages in Totango. Enable support agents to adjust tone, prioritization, and escalation paths based on current customer journey phase and business context.

Generate weekly CS reports combining Totango engagement and Zendesk support metrics

Automatically compile account-level reports showing product adoption trends from Totango alongside support ticket volume, category distribution, and satisfaction scores from Zendesk. Replace manual report building with scheduled intelligence that connects CS and support performance.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize Totango and Zendesk with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird AI understands both Totango's customer health models and Zendesk's ticket taxonomy, so you can connect CS and support intelligence without mapping fields or building custom integrations.

AI that speaks both customer success and support

Redbird reads Totango's health score components, touchpoint history, lifecycle stages, and success play triggers alongside Zendesk's ticket properties, CSAT ratings, resolution metrics, and agent assignment logic. Our AI automatically maps support interaction patterns to health score factors, translates ticket sentiment into engagement signals, and syncs customer context bidirectionally. You get unified customer intelligence without writing transformation scripts or maintaining brittle API connections.

Health score components
Ticket metadata & CSAT
Success play triggers
Support interaction history
10×

faster than exporting Zendesk CSVs and manually updating Totango health scores

No data exports, spreadsheet pivots, or weekly manual syncs between CS and support tools

Auto-generated reports

Redbird can pull from Totango and Zendesk simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Totango or Zendesk.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from Totango into Zendesk, or from Zendesk back into Totango. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start automations from any customer health event in Totango or support interaction in Zendesk, then take action across both platforms.

Totango
Triggers & Actions
Trigger

Health score drops below threshold

When a customer's overall or segment-specific health score falls into at-risk territory.

Trigger

Success play completes or fails

When an automated touchpoint sequence finishes or a customer fails to engage with outreach.

Trigger

Lifecycle stage changes

When an account moves between onboarding, active, renewal, expansion, or at-risk stages.

Action

Update health score component

Adjust specific health score factors like support satisfaction, product adoption, or engagement metrics.

Action

Launch targeted success play

Trigger automated email sequences, task assignments, or in-app campaigns for specific customer segments.

Action

Create task for CSM

Assign follow-up actions to account owners with context from support interactions or usage patterns.

Zendesk
Triggers & Actions
Trigger

New ticket created or updated

When a customer submits a support request or an existing ticket status changes.

Trigger

CSAT rating submitted

When a customer provides satisfaction feedback after ticket resolution.

Trigger

Ticket volume threshold exceeded

When an account surpasses a defined number of tickets within a specific timeframe.

Action

Create ticket with custom fields

Open new support cases with pre-populated context from customer health data, lifecycle stage, or usage patterns.

Action

Add internal note to ticket

Append CS context like renewal date, expansion opportunity, or at-risk status to support tickets for agent visibility.

Action

Update ticket priority or assignment

Adjust ticket urgency or route to specialized agents based on customer tier, health score, or lifecycle stage.

Totango
+
Zendesk

Ready to connect your stack?

Sync Totango with Zendesk and stop manually bridging the gap between customer success and support. Redbird AI gives your teams unified customer intelligence across both platforms.

Get started → Book a demo