Sync Zendesk Tickets to HubSpot with User Data

Name: Sync Zendesk Tickets to HubSpot with User Data
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Author: Free N8N

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CRMAutomationCRM IntegrationHubSpotSupport TicketsSyncZendesk

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 minutes node to your desired sync frequency.
Zendesk Credentials: Ensure your Zendesk API credentials are set up in the Zendesk account credential.
HubSpot Credentials: Ensure your HubSpot OAuth2 credentials are set up in the HubSpot account credential.
Initial Execution: The first run will establish the lastExecution timestamp.
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 to Update existing ticket in HubSpot.
- If no external_id is present, it proceeds to Create or update contact in HubSpot and then Create new Ticket in HubSpot.
ID Synchronization: Update External Id in Zendesk for contact and Update Zendesk ticket with External Id nodes ensure that HubSpot's objectId (or equivalent) is stored as an external_id in Zendesk for better cross-platform reference.

Apps Used

Automation

CRM Integration

HubSpot

Support Tickets

Sync

Zendesk

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.