When a ticket is created in Zendesk, add it to the contact list in SendGrid.

■Overview

This is a flow to add to the SendGrid contact list when a ticket is created in Zendesk.

With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between applications.

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‍■Recommended for

1. Companies using Zendesk for business

・Those who want to centrally manage lead and customer data

・Those who want to quickly utilize the information of inquiry senders in other tools

2. Those using SendGrid for business

・Those who want to efficiently send follow-up emails to users with inquiry history

・Those who want to automatically distribute product updates and new feature announcements to users with support history

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■Benefits of using this template

By implementing this flow, customer information management is centralized, and the collaboration between customer support, sales activities, and marketing is strengthened.

Manual data entry is no longer necessary, allowing for quick sharing of customer information and preventing human errors.

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■Notes

・Please integrate Yoom with both Zendesk and SendGrid.

・Zendesk is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the configured flow bot 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.

・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest activation interval varies depending on the plan.

・This template is based on the premise of registering new leads.

・If a second or subsequent inquiry occurs, there is a possibility of duplicate contact registration.