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

■Overview

Are you manually transferring lead information acquired in Apollo to Zendesk, your customer support tool? This process is not only time-consuming but can also lead to data entry errors and delayed responses. With this workflow, a Zendesk ticket is automatically created whenever a contact is created in Apollo, enabling seamless integration between Apollo and Zendesk while improving operational efficiency.

■Recommended for

• Teams using both Apollo and Zendesk that are experiencing challenges with manually sharing information
• Teams looking to streamline information sharing between sales and customer support
• Teams looking to speed up initial customer responses after lead acquisition and improve customer satisfaction

■Benefits of using this template

• A Zendesk ticket is automatically created when a contact is created in Apollo, reducing the time previously spent on manual work.
• By eliminating manual data entry, this workflow helps prevent human errors such as incorrect inputs and missed follow-ups, ensuring accurate information sharing.

■Flowbot steps

1. First, connect Apollo and Zendesk to Yoom.
2. Select Apollo as the trigger and set the action to “When a contact is created.”
3. Next, configure the branching feature in the operations so that subsequent actions run only when specific conditions are met.
4. Finally, select Zendesk in the operations and set the action to “Create a ticket.” A ticket will be created based on the information retrieved from Apollo.

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

■Customization options

• In the Apollo trigger settings, you can set the interval at which the Flowbot checks for updates.
• With the branching feature, you can freely customize conditions based on the information retrieved from Apollo, such as creating tickets only for contacts that meet specific criteria.
• When creating a ticket in Zendesk, you can reference values retrieved from Apollo and configure fields such as the subject, body, and assignee.

■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.
• Branching is an operation available on the Mini plan and above. On the Free plan, operations configured in the Flowbot will result in an error.
• Paid plans, including the Mini plan, offer a two-week free trial. During the free trial, you can use apps and features (operations) that are subject to plan restrictions.