Create a ticket in Zendesk when a new contact is created in Brevo

■Overview

Do you manually create Zendesk tickets from the contact information managed in Brevo? This manual process can lead to human errors such as missed follow-ups and data entry mistakes, while also taking time away from your core business priorities. With this workflow, a Zendesk ticket is automatically created whenever a new contact is added to Brevo, helping you eliminate these issues and deliver smoother customer support.

■Who Should Use This Template

• Support teams that manage leads captured in Brevo through Zendesk
• Teams that manually transfer data between Brevo and Zendesk and want to reduce data entry work
• Teams that want to strengthen collaboration between marketing and customer support while improving operational efficiency

■Benefits of Using This Template

• Automatically create a Zendesk ticket when a contact is added to Brevo, reducing the time spent on manual work.
• Eliminate manual data transfer to reduce the risk of human errors such as data entry mistakes and missed follow-ups.

■How the Workflow Works

1. First, connect Brevo and Zendesk to Yoom.
2. Next, select Brevo as the trigger and set the action to “When a new contact is created.”
3. Finally, set the Zendesk “Create a ticket” action as the operation, and configure it to create a ticket using the information retrieved from Brevo.

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

■Customization Options

• When creating a Zendesk ticket, you can insert Brevo contact information retrieved by the trigger as variables in detailed fields such as the ticket subject and description. This allows you to automatically create specific tickets based on contact information.

■Notes

• Connect both Brevo and Zendesk to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• The shortest available trigger interval varies by plan.
• Zendesk is available only on the Team and Success plans. On the Free and Mini plans, workflow operations and Data Connects configured with Zendesk will result in errors.
• Paid plans, such as the Team and Success plans, include a two-week free trial. During the free trial, you can use apps that are restricted on your plan.