Create a ticket in Zendesk when a contact is created in Apollo

■Overview

Are you spending time manually transferring contact information acquired in Apollo to Zendesk, your customer support tool, and dealing with extra effort or data entry errors? With this workflow, creating a contact in Apollo automatically creates a ticket in Zendesk. Automate data sharing between Apollo and Zendesk to respond to leads faster and streamline your operations.

■Who Should Use This Template

• Sales professionals who manage leads found in Apollo in Zendesk and want to reduce the effort required for manual data entry
• Anyone who manually transfers information between Apollo and Zendesk and wants to eliminate human error
• Managers who want to streamline information sharing from sales to support and respond to customers faster

■Benefits of Using This Template

• When a contact is created in Apollo, a ticket is automatically created in Zendesk, reducing the time spent manually transferring information.
• By eliminating manual data transfer, you can reduce the risk of human errors such as incorrect or missing information between Apollo and Zendesk.

■Workflow Steps

1. First, connect Apollo and Zendesk to Yoom.
2. Next, select Apollo as the trigger and set the action to “When a contact is created.”
3. Finally, select Zendesk as the operation, set the action to “Create a ticket,” and link the information retrieved from Apollo to the ticket details.

※“Trigger”: The action that initiates the flow. “Operation”: The action that processes data within the flow after the trigger runs.

■Customization Options

• For the Apollo trigger, you can set the polling interval for detecting newly created contacts.
• When creating a ticket in Zendesk, you can reference contact information retrieved by the Apollo trigger, such as the company name, contact name, and email address, and freely map it to fields including the ticket subject and description.

■Notes

• Connect both Apollo and Zendesk to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Note that the shortest available trigger interval varies by plan.