Automatically create Zendesk tickets from information registered in HubSpot!

Benefits and Automation Examples of Integrating HubSpot and Zendesk

What apps do you use for customer management?
Each app has its own strengths, so many companies may have separate apps for their sales and support departments.
But actually, there are many parts of customer information that you want to share, right...
So this time, we aim to further improve the efficiency of customer management operations by integrating Zendesk, which specializes in customer support and customer service, with HubSpot, which excels in marketing and sales departments!

So what are the actual benefits of integrating these two apps?

Benefits of Integrating HubSpot and Zendesk

Benefit 1: Centralized Management of Customer Information
By integrating HubSpot and Zendesk, you can manage customer information collectively.

For example, using the same customer information, the sales department can manage lead information in HubSpot, while the support department can handle customer interactions in Zendesk.
When customer information is updated, the other integrated app can also be automatically updated, allowing for seamless customer interactions.
Manual information updates between apps, which were previously done manually, can be automated, eliminating duplicates and omissions, and ensuring that you always have accurate and up-to-date information.

Benefit 2: Smooth Access to Support History
The support department can instantly check past customer interaction history in HubSpot through Zendesk.
For example, you can quickly understand what kind of inquiries the customer made in the past and what kind of support they received.
There's no need to switch between the two apps.
Not only does this improve operational efficiency, but it also allows for quick and accurate responses since the necessary information is readily available.
This can lead to improved quality of support operations and significantly contribute to gaining customer trust!

Benefit 3: Enhanced Collaboration between Marketing and Support
The integration of HubSpot and Zendesk enables the integration of marketing activities and customer support.
It can bridge the gap in customer information between the sales and support departments, which tends to occur, allowing for more effective customer approaches than before.
For example, you can conduct marketing campaigns based on customer history obtained by the support department in Zendesk.
This allows for business development that was not possible with information from a single department, and you can expect improvements in each department.

How to Create a HubSpot and Zendesk Integration Flow

We will use Yoom, which allows for no-code app integration.
Yoom provides a service that allows you to integrate apps without specialized knowledge!
If you don't have a Yoom account, please obtain one from the Yoom account issuance page.
Getting an account is easy! You can start right away!
For basic operations of Yoom, please refer to Getting Started with Yoom.

This time, we will first create a flow of [Create a ticket in Zendesk when a new contact is created in HubSpot].
When a new contact is created in HubSpot, a ticket is automatically created in Zendesk as well, saving the trouble of manual input and eliminating omissions or leaks in information management.
By centrally managing customer inquiries and response statuses in Zendesk, you can provide prompt and appropriate responses.

* Zendesk is an app that is only available with the Team Plan and Success Plan.
Please note that if you are on the Free Plan or Mini Plan, the operations and data connections set up with Flowbot will result in errors.
* Paid plans such as the Team Plan and Success Plan offer a 2-week free trial.
During the free trial, you can use apps that are normally restricted.

First, copy the template and start setting up the integration!

‍Preparation

‍Once you can log in to your Yoom account, first register the app you will use.
1. Click "Register My App" and select "Create New".
2. Select the app you want to register (in this case, HubSpot and Zendesk) and log in with the account you will use.

Once HubSpot is registered, click "Create New" again to register Zendesk.
Please refer to this for HubSpot app integration.
How to Register HubSpot My App | Yoom Help Center (intercom.help)
Please refer to this for Zendesk app integration.
How to Register Zendesk My App | Yoom Help Center (intercom.help)

3. Once registered, icons will appear in My Apps.
Please check if the icons for HubSpot and Zendesk are displayed.

Let's get started with the step-by-step guide to creating a specific flow!

1. Open the copied template from My Projects.

2. Click "Edit" in the upper right corner.
The title is filled in to make the content of the flow easy to understand.
Details can also be changed. Please modify it to make it easier to use.

3. Click "App Trigger: When a new contact is created".

4. Select the trigger action "When a new contact is created" and click "Next".

5. Select the trigger interval and click "Test". If the test is successful, click "Save".

6. Return to the flow and click the "Integrate with App: Create Ticket" icon.

7. Select the action "Create Ticket" and click "Next".

8. Enter the required fields. For "Subdomain", obtain and enter the value from the ●●●● part of the Zendesk URL "https://●●●●.zendesk.com/".
For "Subject" and "Details", you can use the kintone output information that was linked earlier, so select from the options while entering.
Once entered, click "Test", and if the test is successful, click "Save".

‍

This completes the flow of [When a new contact is created in HubSpot, create a ticket in Zendesk].

9. Finally, switch the trigger to "ON" to activate it.

Advanced Application of HubSpot and Zendesk Integration Flow

In addition to the flows introduced so far, by using Yoom, you can create various flows tailored to your business needs!
‍For example, you can create a flow that [creates an event in Google Calendar at a specified schedule and then creates a note in HubSpot].
Once the specified schedule is reached, a request is made to the person in charge, an event is created in Google Calendar, and a note is created in HubSpot. The flow also includes a confirmation step for the person in charge, which streamlines the approval process!

You can also create a flow like [When a ticket is created in Zendesk, add it to a kintone record and notify Talknote].
By integrating Zendesk with kintone, you can automatically add created tickets to kintone records, eliminating any gaps or omissions in information management and improving operational efficiency.

You can freely customize the content to be notified to Talknote.
It's very convenient because having it in the flow up to the notification reduces the chance of missing anything.
Please refer to the templates and try integrating with various apps.

Summary

The integration of HubSpot and Zendesk enables centralized management of customer information and smooth reference to support history, strengthening the collaboration between the sales and support departments.
Other departments can also share the same customer information in real-time, which not only improves operational efficiency but also significantly enhances customer service operations.
The integration of these two apps should lead to overall business efficiency and growth!
Please try integrating various apps using Yoom as well.
I also want to challenge myself to improve the efficiency of various operations by combining more apps using Yoom!‍‍