Automate HubSpot and Zendesk Company Data Synchronization
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Seamlessly synchronize your HubSpot company data with Zendesk organizations. This workflow ensures your support and sales teams always have the most up-to-date company information, improving efficiency and customer interactions.
About This Workflow
This n8n workflow automates the synchronization of company data between HubSpot and Zendesk. It retrieves recently modified companies from HubSpot and matches them with existing Zendesk organizations. If a company exists in HubSpot but not Zendesk, a new organization is created. If it exists in both, the Zendesk organization is updated with the latest HubSpot details. This process runs every 5 minutes, ensuring your data remains consistent across both platforms. The workflow leverages timestamps to efficiently track changes and minimize redundant operations, leading to a more streamlined and accurate data management system.
Key Features
- Bi-directional Data Sync: Keeps company information consistent between HubSpot and Zendesk.
- Automated Creation & Updates: Automatically creates new Zendesk organizations and updates existing ones based on HubSpot changes.
- Intelligent Change Detection: Utilizes timestamps to efficiently identify and process only modified company records.
- Configurable Schedule: Runs automatically every 5 minutes, ensuring near real-time data synchronization.
- Robust Error Handling: Built to manage data discrepancies and ensure data integrity.
How To Use
- Set up Cron Trigger: Configure the 'Every 5 minutes' node to define how often the workflow should run.
- Retrieve Last Execution Timestamp: The 'Get last execution timestamp' node captures the time of the last successful run.
- Fetch Modified HubSpot Companies: Use the 'Get modified companies' node to query HubSpot for companies updated since the last execution.
- Get All Zendesk Organizations: The 'Get all Zendesk organisations' node retrieves all existing organizations from Zendesk.
- Merge Data: The 'Add Zendesk company data to Hubspot data' node combines HubSpot company details with matching Zendesk organization data based on company name.
- Check for Existence: The 'Company exists in Zendesk' node determines if a corresponding Zendesk organization already exists.
- Update or Create Zendesk Records: Based on the existence check, either the 'Update organisation' node (if exists) or the 'Create organisation' node (if not exists) is triggered to ensure data consistency.
- Set New Timestamp: The 'Set new last execution timestamp' node updates the global timestamp for the next workflow run.
Apps Used
Workflow JSON
{
"id": "342e99db-c6a4-4319-8431-09e10c06609f",
"name": "Automate HubSpot and Zendesk Company Data Synchronization",
"nodes": 10,
"category": "Operations",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 342e99db-c6a4...
About the Author
Crypto_Watcher
Web3 Developer
Automated trading bots and blockchain monitoring workflows.
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