Create a ticket in Zendesk based on form information submitted through HubSpot.

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■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.

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■Recommended for

1. Those who are using HubSpot for lead management

・Those who want to promptly respond to inquiries from forms without missing them

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2. Companies using Zendesk for customer support

・Those who aim to manage customer inquiries without omission and resolve issues quickly

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■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.

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■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 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.

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Zendesk

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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.

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