When a new contact is created in HubSpot, create a ticket in Zendesk.

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■Overview

This is a flow that creates a ticket in Zendesk when a new contact is created in HubSpot.

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■Recommended for

1. Those who want to streamline customer information management

・Customer support representatives

・Sales managers

・CRM administrators

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2. Those who want to reduce manual customer information integration tasks and automate them

・Small business owners aiming for business automation

・Support team leaders who want to speed up customer response

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3. Those who use HubSpot and Zendesk regularly

・Users managing customer information with HubSpot

・Personnel managing support tickets with Zendesk

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■Benefits of using this template

・Reduces manual tasks and streamlines business processes.

・Customer information is automatically integrated, enabling efficient information sharing within the support team.

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■Notes

・Please integrate both HubSpot and Zendesk with Yoom.

・Zendesk is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operation and data connect of the configured flow bot will result in an error, so please be careful.

・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. You can use restricted apps during the free trial period.

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About the Apps You Use

HubSpot

Yoom allows you to integrate with HubSpot's API without any code, enabling the automation of various tasks. You can automatically register contact and company information in HubSpot, and trigger the transfer of information to various SaaS platforms like kintone, spreadsheets, and CloudSign when information is registered or updated in HubSpot. Additionally, you can automatically sync HubSpot's contact and company information to Yoom's database for various uses.

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Zendesk

Yoom allows you to utilize Zendesk's API without any code. You can notify the chat when a new ticket is created in Zendesk or create a ticket in Zendesk triggered by events from other SaaS. Additionally, you can synchronize Zendesk ticket information with Yoom's database, consolidating information into a single database.

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