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

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

Yoom's HubSpot &  Zendesk  are ready to use! Automate tasks instantly—just copy the template!

■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 You Use
HubSpot
HubSpot
Templates using

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.

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.
Zendesk
Zendesk
Templates using

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.‍

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.

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.
About the apps you use
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 details
Templates

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.

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.
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 details
Templates

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.‍

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.

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.
Templates
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API Actions That can be No-Code
Executable API actions
Flowbot triggers
    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
    Form 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 custom object record is created or updated
    When an order is created or updated
    When an order is created
    When a ticket is created
    When a ticket is created or updated
    When a Service is created
    When a Service is created or updated
    When a Task is created
    When a note is added to a deal
    When a new ticket is created
    When a ticket is updated
Flowbot operations
    Create Contact
    Retrieve Contact
    Get Latest Contact IDs
    Update Contact
    Search Contact (Keyword Search)
    Create Company
    Retrieve Company Information
    Retrieve Latest Company ID
    Update Company
    Search Company (Keyword Search)
    Create Deal
    Get Deal Details
    Retrieve Latest Deal ID
    Update Deal
    Search Deals (Keyword)
    Get Contact Custom Properties
    Retrieve Company Custom Properties
    Get Deal Custom Properties
    Get List of Contact IDs
    Get List of Company IDs
    Search Deals (Filter Search)
    Update Contact Custom Property
    Update Company Custom Properties
    Update Deal Custom Properties
    Create Ticket
    Submit Information to Form
    Update Ticket
    Associate Records
    Add Note to Contact
    Get Public URL of File
    Get Custom Object Records
    Create Custom Object Record
    Update Custom Object Record
    Search Custom Object Records
    Retrieve Product
    Create Product
    Update Product
    Search Products (Keyword Search)
    Update Ticket Custom Property
    Add Note to Company
    Add Note to Deal
    Add Note to Ticket
    Add Meeting to Company
    Search multiple contacts (filter criteria)
    Get Ticket Details
    Add Product Item to Deal
    Search Products (Filter Search)
    Get Owner (Representative) Information
    Get List of Owners (Assignees)
    Search Multiple Companies (Filter Conditions)
    Add a Note to a Custom Object Record
    Retrieve Company IDs Associated with a Specific Contact
    Retrieve the Custom Object Record ID Associated with a Specific Deal
    Create user
    Retrieve Service Custom Properties
    Get ticket custom properties
    Get quote
    Update quote
    Create task
    Delete quote
    Search quotes
    Create form
    Create Call Log
    List tax rates
    Search deals (filter)
    Search fees (filter)
    Search discounts (filter)
    Search quote templates (filter)
    Add signer to quote
    Create Quote
    Get line items for a deal
    Get line item details
    List tasks
    Get task
    Check object associations
    Get user details
    Search users (keyword)
    Search users (filter)
    Get subscription definitions
    Retrieve List of Open Ticket IDs
    Create Ticket
    Retrieve Ticket Information
    Update Ticket Status
    Retrieve List of Agents
    Create Ticket (Specify Requester)
    Upload File
    Attach File to Ticket Comment
    Retrieve User Information
    Add Comment to Existing Ticket
    Search Tickets (Subject Partial Match)
    Create user
    Search Pending Tickets
    Update and Add User Information
Flowbot triggers
    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
    Form 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 custom object record is created or updated
    When an order is created or updated
    When an order is created
    When a ticket is created
    When a ticket is created or updated
    When a Service is created
    When a Service is created or updated
    When a Task is created
    When a note is added to a deal
Flowbot operations
    Create Contact
    Retrieve Contact
    Get Latest Contact IDs
    Update Contact
    Search Contact (Keyword Search)
    Create Company
    Retrieve Company Information
    Retrieve Latest Company ID
    Update Company
    Search Company (Keyword Search)
    Create Deal
    Get Deal Details
    Retrieve Latest Deal ID
    Update Deal
    Search Deals (Keyword)
    Get Contact Custom Properties
    Retrieve Company Custom Properties
    Get Deal Custom Properties
    Get List of Contact IDs
    Get List of Company IDs
    Search Deals (Filter Search)
    Update Contact Custom Property
    Update Company Custom Properties
    Update Deal Custom Properties
    Create Ticket
    Submit Information to Form
    Update Ticket
    Associate Records
    Add Note to Contact
    Get Public URL of File
    Get Custom Object Records
    Create Custom Object Record
    Update Custom Object Record
    Search Custom Object Records
    Retrieve Product
    Create Product
    Update Product
    Search Products (Keyword Search)
    Update Ticket Custom Property
    Add Note to Company
    Add Note to Deal
    Add Note to Ticket
    Add Meeting to Company
    Search multiple contacts (filter criteria)
    Get Ticket Details
    Add Product Item to Deal
    Search Products (Filter Search)
    Get Owner (Representative) Information
    Get List of Owners (Assignees)
    Search Multiple Companies (Filter Conditions)
    Add a Note to a Custom Object Record
    Retrieve Company IDs Associated with a Specific Contact
    Retrieve the Custom Object Record ID Associated with a Specific Deal
    Create user
    Retrieve Service Custom Properties
    Get ticket custom properties
    Get quote
    Update quote
    Create task
    Delete quote
    Search quotes
    Create form
    Create Call Log
    List tax rates
    Search deals (filter)
    Search fees (filter)
    Search discounts (filter)
    Search quote templates (filter)
    Add signer to quote
    Create Quote
    Get line items for a deal
    Get line item details
    List tasks
    Get task
    Check object associations
    Get user details
    Search users (keyword)
    Search users (filter)
    Get subscription definitions
Flowbot triggers
    When a new ticket is created
    When a ticket is updated
Flowbot operations
    Retrieve List of Open Ticket IDs
    Create Ticket
    Retrieve Ticket Information
    Update Ticket Status
    Retrieve List of Agents
    Create Ticket (Specify Requester)
    Upload File
    Attach File to Ticket Comment
    Retrieve User Information
    Add Comment to Existing Ticket
    Search Tickets (Subject Partial Match)
    Create user
    Search Pending Tickets
    Update and Add User Information
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