Merge Automate

This workflow is ideal for:

• Marketing Teams: Automate the integration of Hubspot and Zendesk data for streamlined customer management.
• Sales Teams: Keep track of newly modified companies in Hubspot and ensure they are accurately represented in Zendesk.
• Customer Support Teams: Ensure that all organizations are up-to-date in Zendesk, improving response times and customer satisfaction.
• Data Analysts: Automate data synchronization between systems, reducing manual errors and saving time.

This workflow addresses the challenge of maintaining synchronized data between Hubspot and Zendesk. It automates the process of:

• Retrieving recently modified companies from Hubspot every 5 minutes.
• Updating or creating organizations in Zendesk based on the latest data from Hubspot, ensuring that customer information is always current and accurate.

1. Triggered Every 5 Minutes: The workflow begins with a scheduled trigger that activates every 5 minutes.
2. Get Last Execution Timestamp: The workflow retrieves the last execution timestamp to identify changes since the last run.
3. Get Modified Companies: It fetches recently modified companies from Hubspot using the last execution timestamp as a filter.
4. Get All Zendesk Organizations: Simultaneously, it retrieves all organizations from Zendesk to compare and update.
5. Merge Data: The workflow merges the data from Hubspot and Zendesk, matching companies by their names.
6. Check Company Existence in Zendesk: It checks if each company exists in Zendesk.
7. Update or Create Organization: If a company exists, it updates the organization in Zendesk. If it doesn't exist, it creates a new organization.
8. Set New Last Execution Timestamp: Finally, it updates the last execution timestamp for the next run.