Sync Zendesk Tickets to HubSpot with User Data
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Automate ticket creation and updates between Zendesk and HubSpot, enriching tickets with requester information.
About This Workflow
This workflow synchronizes Zendesk tickets with HubSpot. It retrieves updated Zendesk tickets, enriches them with requester details from Zendesk, and then either updates an existing HubSpot ticket or creates a new one. It also handles contact creation/update in HubSpot and ensures external IDs are synchronized between both platforms. The workflow is triggered periodically to capture recent changes.
Key Features
- Scheduled Synchronization: Triggers automatically every 5 minutes.
- Ticket Data Sync: Pulls updated tickets from Zendesk.
- User Data Enrichment: Fetches and includes requester details (name, email) from Zendesk.
- HubSpot Ticket Management: Creates new tickets or updates existing ones in HubSpot with Zendesk data.
- Contact Management: Creates or updates contacts in HubSpot based on Zendesk requester information.
- External ID Synchronization: Updates Zendesk and HubSpot with cross-platform external IDs for better linking.
- Conditional Logic: Uses an IF node to check for existing ticket external IDs.
How To Use
- Configure Cron Trigger: Set the
Every 5 minutesnode to your desired sync frequency. - Zendesk Credentials: Ensure your Zendesk API credentials are set up in the
Zendesk accountcredential. - HubSpot Credentials: Ensure your HubSpot OAuth2 credentials are set up in the
HubSpot accountcredential. - Initial Execution: The first run will establish the
lastExecutiontimestamp. - Ticket Processing: Updated Zendesk tickets are fetched. The workflow then identifies the requester, retrieves their Zendesk user data, and prepares it for HubSpot.
- HubSpot Action:
- If the Zendesk ticket has an
external_id, it attempts toUpdate existing ticketin HubSpot. - If no
external_idis present, it proceeds toCreate or update contactin HubSpot and thenCreate new Ticketin HubSpot.
- If the Zendesk ticket has an
- ID Synchronization:
Update External Id in Zendesk for contactandUpdate Zendesk ticket with External Idnodes ensure that HubSpot'sobjectId(or equivalent) is stored as anexternal_idin Zendesk for better cross-platform reference.
Apps Used
Workflow JSON
{
"id": "46265364-1d6a-4243-a22b-3e4687435aa8",
"name": "Sync Zendesk Tickets to HubSpot with User Data",
"nodes": 5,
"category": "CRM",
"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: 46265364-1d6a...
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