Create a ticket in Zendesk based on form information submitted through HubSpot.
Create a ticket in Zendesk based on form information submitted through HubSpot.
Launch this workflow to connect
Zendesk &
HubSpot
!
■Overview
This is a flow to create a ticket in Zendesk based on the form information sent from HubSpot.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who are using HubSpot for lead management
・Those who want to promptly respond to inquiries from forms without missing them
2. Companies using Zendesk for customer support
・Those who aim to manage customer inquiries without omission and resolve issues quickly
■Benefits of using this template
By linking HubSpot and Zendesk, you can instantly convert customer inquiries and feedback into tickets.
This allows for smooth handling of inquiries, improving customer satisfaction.
Additionally, since form information is automatically imported into Zendesk, it prevents manual data entry errors and improves operational efficiency.
As a result, you have more time to focus on other tasks, contributing to increased productivity.
■Notes
・Please connect Yoom with both HubSpot and Zendesk.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・Zendesk is an app available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the flow bot you set will result in errors, so please be careful.
・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 subject to restrictions.
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About the Apps
Templates using
Zendesk
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HubSpot
Templates using
HubSpot
Add a contact to HubSpot based on the form information and register an event in Google Calendar.
The workflow automatically adds contacts from form inputs to HubSpot and registers events in Google Calendar. This streamlines lead management and scheduling, saving work time.
When a HubSpot form is submitted, a GitHub Issue is created. This flow allows you to create a GitHub Issue whenever a HubSpot form is submitted. It eliminates the need for manual input and significantly reduces working time.
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About the apps you use
Zendesk
Yoom allows you to utilize Zendesk's API without any code. You can notify the chat when a new ticket is created in Zendesk or create a ticket in Zendesk triggered by events from other SaaS. Additionally, you can synchronize Zendesk ticket information with Yoom's database, consolidating information into a single database.
see detailsTemplates
Every time a new ticket is created in Zendesk, this flow sends a notification to Outlook. By integrating Zendesk with Outlook, you can customize the created tickets and automatically post their content to Outlook, eliminating any gaps or omissions in information management. Feel free to modify the content sent to Outlook as needed.
Notify in Outlook when a ticket is created in Zendesk
This is a flow that updates the Zendesk ticket status when a task is completed in Asana. Once a task is marked as complete, it automatically reflects in Zendesk, eliminating the need for manual updates. This allows you to focus on core tasks, enhancing the overall productivity of the team.
When a task is completed in Asana, update the ticket status in Zendesk.
This is a business workflow that automatically registers Typeform responses as Zendesk tickets. It eliminates the need for manual entry, enabling quick and accurate customer service.
Create a ticket in Zendesk based on Typeform responses
HubSpot
Yoom allows you to integrate with HubSpot's API without any code, enabling the automation of various tasks. You can automatically register contact and company information in HubSpot, and trigger the transfer of information to various SaaS platforms like kintone, spreadsheets, and CloudSign when information is registered or updated in HubSpot. Additionally, you can automatically sync HubSpot's contact and company information to Yoom's database for various uses.
see detailsTemplates
Add a contact to HubSpot based on the form information and register an event in Google Calendar.
The workflow automatically adds contacts from form inputs to HubSpot and registers events in Google Calendar. This streamlines lead management and scheduling, saving work time.
Add a contact to HubSpot based on the form information and register an event in Google Calendar.
When a HubSpot form is submitted, a GitHub Issue is created. This flow allows you to create a GitHub Issue whenever a HubSpot form is submitted. It eliminates the need for manual input and significantly reduces working time.
Create a GitHub Issue when a HubSpot form is submitted.
When a new video is released on YouTube, a flow is created to generate a ticket in HubSpot. This allows for real-time sharing of task progress and response status, reducing miscommunication and enabling smooth business operations.
Create a HubSpot ticket when a video is published on YouTube.
No-Code API Actions
Executable API actions
Flowbot triggers
When a new ticket is created
When a ticket is updated
When a tag is added to a ticket
When a user is created
When an organization is created
When a comment is added to a ticket
When a new contact is created
When a new company is created
When a new deal is created
When a contact is created or updated
When a company is created or updated
When a deal is created or updated
When a form is submitted
When a product is created
When a product is created or updated
When a deal is updated to the specified stage
When a record is created in a custom object
When a record in a custom object is created or updated
Flowbot operations
List open ticket IDs
Create ticket
Get ticket information
Update ticket status
List agents
Create ticket (specify requester)
Upload file
Attach file to ticket comment
Get user information
Add comment to existing ticket
Search tickets (subject partial match)
Create user
Search pending tickets
Update and add user information
List tickets
Search tickets (status match)
List ticket comments
Add tags
Flowbot triggers
When a new ticket is createdWhen a ticket is updatedWhen a tag is added to a ticketWhen a user is createdWhen an organization is createdWhen a comment is added to a ticket
Flowbot operations
List open ticket IDsCreate ticketGet ticket informationUpdate ticket statusList agentsCreate ticket (specify requester)Upload fileAttach file to ticket commentGet user informationAdd comment to existing ticketSearch tickets (subject partial match)Create userSearch pending ticketsUpdate and add user informationList ticketsSearch tickets (status match)List ticket commentsAdd tagsSearch tickets (filter by created/updated date)
Flowbot triggers
When a new contact is createdWhen a new company is createdWhen a new deal is createdWhen a contact is created or updatedWhen a company is created or updatedWhen a deal is created or updatedWhen a form is submittedWhen a product is createdWhen a product is created or updatedWhen a deal is updated to the specified stageWhen a record is created in a custom objectWhen a record in a custom object is created or updatedWhen an order is created or updatedWhen an order is createdWhen a ticket is createdWhen a ticket is created or updatedWhen a service record is createdWhen a service record is created or updatedWhen a task is createdWhen a note is added to a dealWhen a message in the specified thread receives a reply
Flowbot operations
Create contactGet contactGet latest contact IDsUpdate contactSearch contacts (keyword search)Create companyGet company informationGet latest company IDsUpdate companySearch companies (keyword search)Create dealGet deal informationGet latest deal IDsUpdate dealSearch deals (keyword search)Get contact custom propertiesGet company custom propertiesGet deal custom propertiesGet list of contact IDsGet list of company IDsSearch deals (filtered search)Update contact custom propertyUpdate company custom propertyUpdate deal custom propertyCreate ticketSubmit data to formUpdate ticketAssociate recordsAdd note to contactGet public file URLGet custom object recordCreate custom object recordUpdate custom object recordSearch custom object records (keyword search)Get productCreate productUpdate productSearch products (keyword search)Update ticket custom propertyAdd note to companyAdd note to dealAdd note to ticketAdd meeting to companySearch contacts (filter conditions)Get ticket detailsAdd line item to dealSearch products (filter search)Get owner (assignee) informationGet owners (assignees) listSearch multiple companies (filter criteria)Add note to custom object recordGet company IDs associated with a specific contactGet custom object record IDs associated with a specific dealCreate userGet service custom propertiesCreate meeting logGet ticket custom propertiesGet quoteUpdate quoteCreate taskDelete quoteSearch quotesCreate formCreate call logGet tax ratesSearch line items (filter search)Search fees (filter search)Search discounts (filter search)Search quote templates (filter search)Add signers to quoteCreate quoteGet deal line itemsGet line item detailsGet tasks listGet taskGet object associationsGet user detailsSearch users (keyword search)Search users (filter search)Get subscription definitions listSearch multiple tickets (filter conditions)Get pipeline stages listGet pipeline stageGet notes associated with a contactSearch custom object records (filtered search)Get product item custom propertiesGet inbox thread listRun CRM data export taskGet export task status and file URLDownload export fileCreate custom object record (associate with deal record)More inspiration for you
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