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

■Overview

Do you spend too much time manually creating Zendesk tickets every time a new contact is added to Brevo?
This manual process can lead to missed responses and data entry errors.
With this workflow, you can connect Brevo and Zendesk to automatically create a ticket whenever a contact is created. This helps streamline your initial customer response and improve operational efficiency.

■Who Should Use This Template

• Customer support professionals who handle new contacts acquired through Brevo in Zendesk
• Those who want to automate data transfers between Brevo and Zendesk and eliminate human error
• Team leaders who want to streamline information sharing from marketing to support and improve the customer experience

■Benefits of This Template

• A Zendesk ticket is automatically created whenever a contact is added to Brevo, reducing the time previously spent on manual tasks.
• By eliminating manual data entry, you can reduce the risk of human errors such as incorrect inputs and missed responses.

■Workflow Steps

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. Then, set the “Branch” action under Operations.
4. Finally, select Zendesk under Operations and set the “Create a ticket” action.

※“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 ticket in Zendesk, you can configure details such as the subject and description. By inserting contact information retrieved by the Brevo trigger, such as the contact’s name and email address, as variables, you can create dynamic tickets.

■Notes

• Connect both Brevo and Zendesk to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Please note that the shortest available trigger interval varies by plan.
• Branching is available on the Mini plan and above, while Zendesk is available only on the Team and Success plans. On the Free and Mini plans, operations and Data Connects in configured workflows will result in errors, so please take note.
• 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 otherwise subject to plan restrictions.