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

■Overview

Do you manually register user information in the customer support tool “Zendesk” every time a new contact is added to the marketing automation tool “Brevo”? This task is not only time-consuming but can also lead to human errors such as data entry mistakes. Use this workflow to seamlessly connect Brevo and Zendesk, automate everything from adding contacts to creating users, and eliminate these challenges.

■Who should use this template

• Anyone who manually registers contact information collected in Brevo in Zendesk
• Anyone who wants to automate data synchronization between Brevo and Zendesk to improve operational efficiency
• Anyone who wants to eliminate manual data entry errors and improve the accuracy of customer information management

■Benefits of using this template

• Users are automatically created in Zendesk whenever a contact is added to Brevo, reducing the time spent on manual registration
• By eliminating the need to transfer data between Brevo and Zendesk, this workflow reduces the risk of human errors such as data entry mistakes and missed registrations

■How the workflow works

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

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

■Customize this workflow

• In the Brevo trigger settings, you can set the interval at which Yoom checks for new contacts
• When creating a user in Zendesk, you can reference contact information retrieved from Brevo, such as names and email addresses, and map it to any field

■Notes

• Connect both Brevo and Zendesk with Yoom.
• 【Zendesk】 is available only on the Team and Success plans. Please note that operations and Data Connect settings in configured workflows will result in errors on the Free and Mini plans.
• Paid plans, including the Team and Success plans, come with a 2-week free trial. During the free trial, you can use apps that are restricted by plan.
• 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.