Automate HubSpot and Zendesk Company Data Sync
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Effortlessly keep your HubSpot and Zendesk company data in sync. This workflow automatically updates or creates Zendesk organizations based on modified HubSpot companies, ensuring your customer information is always up-to-date across both platforms.
About This Workflow
Streamline your customer relationship management by automating the synchronization of company data between HubSpot and Zendesk. This n8n workflow intelligently identifies recently modified companies in HubSpot and cross-references them with your Zendesk organization list. If a HubSpot company exists in Zendesk, its organization details are updated. If not, a new organization is created in Zendesk, populated with relevant information like company name and domain names. This ensures a consistent and accurate view of your clients across your sales and support systems, reducing manual data entry and potential errors.
Key Features
- Bi-directional Data Sync: Automatically syncs company information from HubSpot to Zendesk.
- Smart Updates & Creation: Updates existing Zendesk organizations or creates new ones based on HubSpot data.
- Real-time Monitoring: Triggers updates every 5 minutes to capture the latest changes.
- Customizable Data Mapping: Merges company data based on name for accurate matching.
- Error Reduction: Minimizes manual data entry and ensures data consistency.
How To Use
- Set up Cron Trigger: Configure the 'Every 5 minutes' node to define the frequency of your sync.
- Get Last Execution Timestamp: This node captures the timestamp of the previous workflow run to efficiently fetch only modified HubSpot data.
- Fetch Modified HubSpot Companies: Connect your HubSpot account and use the 'Get modified companies' node to retrieve companies updated since the last execution.
- Retrieve Zendesk Organizations: Connect your Zendesk account and fetch all existing organizations.
- Merge Company Data: Use the 'Add Zendesk company data to Hubspot data' node to merge relevant Zendesk organization details with the HubSpot company data, using the company name as the key.
- Check for Existence: The 'Company exists in Zendesk' node determines if a matching organization is found in Zendesk.
- Update or Create in Zendesk: Based on the previous step, either 'Update organisation' or 'Create organisation' in Zendesk with the merged company information.
- Set New Timestamp: The 'Set new last execution timestamp' node records the current execution time for the next run.
Apps Used
Workflow JSON
{
"id": "234f48e6-07f9-4df0-8d81-3c76c63484d2",
"name": "Automate HubSpot and Zendesk Company Data Sync",
"nodes": 26,
"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.
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ID: 234f48e6-07f9...
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