When a ticket is created in Zendesk, register the lead in Hot Profile.

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■Overview

This is a flow to register leads in Hot Profile when a ticket is created in Zendesk.

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

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‍■Recommended for

Companies that handle customer support with Zendesk and manage sales activities with Hot Profile
Those who want to utilize Zendesk inquiry data for sales activities
Those who want to streamline information sharing between customer support and sales teams
Sales managers who want to prevent registration errors or omissions of lead information and avoid loss of sales opportunities

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■Benefits of using this template

With this flow, you can automatically register leads in Hot Profile based on Zendesk inquiry information.

Lead information is quickly shared between customer support and sales teams, allowing sales representatives to make timely sales approaches.
Approaching customers at a time when their interest and attention are high can lead to improved deal closing rates.

Additionally, by eliminating the need for manual transcription, you can reduce human errors such as input mistakes or registration omissions, helping to prevent the loss of sales opportunities.

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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.

Related apps

Zendesk

Templates using

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Hot Profile

Yoom integrates with Hot Profile's API without code, automating operations within Hot Profile. For example, it allows you to register lead information from Google Forms or Google Sheets into Hot Profile, and automatically notify chat tools like Slack or Chatwork about deal information and report management information registered in Hot Profile.

Related apps