How to integrate Hubspot with Zendesk to add inquiries received from Hubspot as tickets in Zendesk

Would you like to add inquiries received via HubSpot to Zendesk to facilitate smoother customer support? By creating Zendesk tickets based on inquiries received from HubSpot, you might be able to prevent missed responses. Additionally, if inquiries are automatically added as tickets, it can save time by eliminating the need for manual entry.
<span class="mark-yellow">This app integration can be utilized in various operations such as sales, marketing, and customer service, so if you're considering automation, please take this opportunity to check it out.</span>

Recommended for

・Companies receiving inquiries via HubSpot
・Those who want to manage inquiries received via HubSpot thoroughly
・Leaders aiming to strengthen collaboration between various departments utilizing HubSpot
・Those who want to convert inquiries from HubSpot into tickets in Zendesk for easier management

Benefits and Examples of HubSpot and Zendesk Integration

Benefit 1: Prevention of Missed Responses

With this app integration, when inquiries are received via HubSpot, tickets are automatically created in Zendesk based on the content. This can potentially make it easier to prevent missed responses.
For example, have you ever checked an inquiry received via HubSpot but had to prioritize other tasks, causing delays or even forgetting to respond?
This integration allows inquiries to be added as tickets in Zendesk, improving visibility and potentially minimizing the risk of missed responses.

Benefit 2: Faster Response to Inquiries

By having inquiries received via HubSpot added as tickets in Zendesk, the speed of response to inquiries might be enhanced.
For instance, if the sales or marketing department uses HubSpot while customer inquiries are handled by customer service representatives on Zendesk, all inquiries will be received by the customer service department.
This centralization of inquiries to the department specializing in customer support can facilitate quicker responses without interference from other tasks.

Benefit 3: Understanding Priorities

It becomes possible to set priorities for inquiries received via HubSpot in Zendesk, potentially making it easier to respond efficiently.
For example, high-priority inquiries can be quickly checked by the responsible person, and inquiries that might lead to duplicate complaints can be handled more carefully, making it easier to respond according to priority.
As a result, it may become easier to provide appropriate responses to each inquiry, potentially leading to improved customer satisfaction.

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Now, let's introduce the flow of connecting apps using Yoom.
First, register with Yoom.
Yoom offers a two-week trial, allowing you to test its usability through actual operation.

[What is Yoom]

This time, we will automate the process of "creating a ticket in Zendesk based on form information sent from HubSpot" using the template below.

How to Create a HubSpot and Zendesk Integration Flow

The integration flow for this time is broadly divided into the following processes.

・Integrate HubSpot and Zendesk with My Apps
・Set up to launch HubSpot
・Set up to create a ticket in Zendesk
・Turn on the trigger button and verify the integration operation between HubSpot and Zendesk

Step 1: Integrate HubSpot and Zendesk with My Apps

After completing the registration with Yoom, please select "My Apps" from the menu on the left.

Next, click the new connection button at the top right.

Integration between HubSpot and Yoom

1. Search

Click the HubSpot icon.

2. Log in

3. Enter email address and password

Enter as displayed.

4. Connect to Yoom

Proceed to the above screen. Please select an account.

5. Integration Complete

If the above display appears, the integration is complete.

Integration between Zendesk and Yoom

1. Search

Click the Zendesk icon.

2. Enter Required Fields

Enter the required fields using Base64 encoding.

Log in to Zendesk with administrator privileges.
For more details, please check How to Register My Apps in Zendesk.
Also, please check About Base64 Encoding.

3. Add
‍Once the required fields are entered, click Add at the bottom right.

If the above display appears, the integration is complete.

Step 2: Copy the Template

Next, please copy the template to be used this time.

1. Click "View Details" on the top banner
2. Click "Try this template" at the bottom of the transitioned screen
3. If you haven't registered with Yoom yet, please register * If you have already completed registration, the login screen will be displayed, so please log in. When the Flowbot template is copied to "My Projects", the above display will appear. You will transition to a page like the image, so let's proceed with detailed settings. Step 3: Setting up to launch HubSpot 1. Open My Projects Open "My Projects" from the menu on the left side of the screen. 2. Open the copied template Click "Create a ticket in Zendesk based on form information sent from HubSpot". 3. App Trigger Select "When a form is submitted" from the HubSpot icon. Press Next. 4. Specify the launch interval You will transition to the page in the image. Set the launch interval. As shown in the image, you can set the launch interval from the dropdown. Triggers can be set to launch intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. Please note that the shortest launch interval varies depending on the plan. 5. Form ID Next is the input of the form ID. By clicking the box, a list will be displayed, so please select the form that accepts inquiries you want to add to Zendesk. 6. Execute the test Press the test button, and if "Test Successful" is displayed in blue, press save. *It is recommended to send an inquiry to HubSpot for testing purposes. Step 4: Setting to add to Zendesk tickets *Zendesk is only available on some paid plans. *A 2-week free trial of the paid plan is available. 1. Integrate with the app Select "Create Ticket" from the Zendesk icon. Press Next. 2. Enter the subdomain Please enter the subdomain according to the supplement at the bottom of the box. 3. Enter the subject and details Decide what subject to create the ticket with. Click the box and select the HubSpot icon. If you have sent a test inquiry from HubSpot, the inquiry data will be displayed in a list in the part of the image. By clicking on the item corresponding to the subject from the inquiry data, it can also be inserted as a subject. The method for setting the details that follow is the same. For details, please check the page "About Output". 4. Execute the test Once the settings are complete, press the test button. If "Test Successful" is displayed, it is complete. Click save. 5. Turn the trigger ON When the creation of the Flowbot is complete, the display above will appear. The trigger is initially set to OFF, so turn it ON. Flowbot template used this time Create a ticket in Zendesk based on form information sent from HubSpot

Other Automation Examples Using HubSpot and Zendesk

Yoom also has other flow bots that use HubSpot and Zendesk. Let's introduce a few!

1. Create a ticket in Zendesk when a new contact is created in HubSpot

You can also create a ticket when a contact is added. This may help prevent missing responses to potential customers.

2. Notify Slack when a form is submitted to Hubspot

You can also notify Slack when there is an inquiry. This is expected to facilitate a quicker response.

3. Store Contact Information Registered in Hubspot into Notion Database

When a contact is registered, you can add that data to Notion. This eliminates the need for manual transcription, which is expected to improve efficiency.

Summary

The integration of HubSpot and Zendesk may make it easier to respond to inquiries. Since they are added as tickets in Zendesk, visibility is improved, which can prevent oversights and make it easier to respond based on priorities.
Furthermore, this integration should facilitate smoother collaboration between departments using HubSpot and those using Zendesk.
With Yoom, app integration is possible without the need for programming. Please take this opportunity to try it out!