Zendesk Ticket Automation Workflow

This workflow is ideal for:

• Customer Support Teams: Those using Zendesk to manage customer tickets and needing to integrate with HubSpot for contact management.
• Marketing Teams: Users who want to automate ticket updates in HubSpot based on Zendesk ticket activity.
• Automation Enthusiasts: Individuals interested in automating repetitive tasks and improving efficiency in customer support processes.
• Data Managers: Professionals looking to streamline user data synchronization between Zendesk and HubSpot.

This workflow addresses the challenge of managing customer support tickets across multiple platforms. It ensures that:

• Ticket Information is Up-to-Date: Automatically updates existing tickets in HubSpot based on changes in Zendesk.
• User Data is Accurate: Syncs user data between Zendesk and HubSpot, ensuring that contact information is always current.
• Efficiency is Improved: Reduces manual data entry and the potential for errors by automating the integration processes.

1. Scheduled Trigger: The workflow runs every 5 minutes, checking for updates in Zendesk tickets.
2. Fetch Last Execution Timestamp: Retrieves the last execution timestamp to determine which tickets have been updated since.
3. Get Updated Tickets: Queries Zendesk for tickets that have been updated after the last execution.
4. Check Ticket Existence: Determines if the ticket exists in the system based on the external ID.
5. User Data Retrieval: If the ticket exists, it fetches user data for the ticket requester from Zendesk.
6. Data Filtering: Retains only the necessary user data to be used later in the workflow.
7. Merge User Data: Combines the ticket data with the user data to create a comprehensive view of the request.
8. Update Existing Ticket in HubSpot: If the ticket exists in HubSpot, it updates the ticket name and description with the latest information.
9. Create or Update Contact: If the requester does not exist in HubSpot, it creates a new contact; if they do, it updates their information.
10. Update External ID in Zendesk: Ensures that the external ID in Zendesk is updated to match the contact in HubSpot.
11. Set New Execution Timestamp: Updates the execution timestamp for the next workflow run.