Aim for seamless customer management with HubSpot and Zendesk integration!

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

Benefits and Automation Examples of Integrating HubSpot and Zendesk

Everyone, 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 streamline customer management operations by integrating Zendesk, which specializes in customer support and 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 be automatically updated as well, allowing for seamless customer interactions.
Manual corrections between apps, which were previously done manually, can be automated, eliminating duplication and omissions, and always providing 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 inquiries the customer made in the past and what support they received.
There's no need to switch between the two apps.
Not only does this improve work efficiency, but it also allows for quick and accurate responses as the necessary information is readily available.
This can lead to improved quality of support work and significantly contribute to gaining customer trust!

Benefit 3: Enhanced Collaboration between Marketing and Support
Integrating 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, allowing for more effective customer approaches than before.
For example, the support department can conduct marketing campaigns based on customer history obtained from Zendesk.
It becomes possible to develop business operations that couldn't be done with information from just one department, and it is expected to enhance each department.

How to Create a HubSpot and Zendesk Integration Flow

Use Yoom, which allows for no-code app integration, to perform the integration.
Yoom provides a service that allows apps to be integrated 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 Yoom operations, 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, saving the effort of manual input and eliminating gaps or omissions in information management.
By centrally managing customer inquiries and response statuses in Zendesk, quick and appropriate responses become possible.

*Zendesk is an app available only 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 of the flow bot you have set up 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.
Refer to this for HubSpot app integration.
How to Register HubSpot My App | Yoom Help Center (intercom.help)
Refer to this for Zendesk app integration.
How to Register Zendesk My App | Yoom Help Center (intercom.help)

3. Once registered, an icon will appear in My Apps.
Check to see if the icons for HubSpot and Zendesk are displayed.

Let's get started with the steps to create 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.
You can also change the details. 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 previously integrated, 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 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. Since the flow includes confirmation with the person in charge, the approval process is also streamlined!

You can also create a flow such as [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 gaps or omissions in information management and improving operational efficiency.

You can freely customize the content to be notified to Talknote.
Having it in the flow up to the notification reduces the chance of missing confirmations, making it very convenient.
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!
Everyone, please try integrating various apps using Yoom.
I also want to continue exploring the combination of various apps using Yoom to challenge the efficiency of different operations!