■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.


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
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
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
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
When a new ticket is created
When a ticket is updated
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