This workflow automatically syncs your Zendesk tickets to your HubSpot contacts. Every 5 minutes, your Zendesk account collects all the new or updated tickets and syncs them accordingly, with your HubSpot contacts database. Prerequisites Zendesk account and Zendesk credentials HubSpot account and HubSpot credentials How it works Cron node triggers the workflow every 5 minutes. Function Item node checks all the tickets received after the last execution timestamp. Zendesk node collects all tickets updated after last execution. Zendesk node collects the user data of ticket requester. Set node collects the contact`s email, name and externalID. Merge by key node combines two inputs, ticket data and ticket requester data. If node splits the workflow conditionally, based on data received. If the data corresponds to a ticket that already exists, HubSpot node will update the ticket. If the data does not correspond to a ticket, HubSpot node creates/updates the contact. Zendesk node updates the external Id in Zendesk for the said contact. HubSpot node creates a new ticket. Zendesk node updates the ticket with the external Id. The Function Item node sets the new last execution timestamp.
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HubSpot
ZendeskRelated workflows
See all HubSpot→Sync Zendesk tickets to your HubSpot contacts
This workflow automatically syncs your Zendesk tickets to your HubSpot contacts. Every 5 minutes, your HubSpot account collects all the newly modified data and updates it into your Zendesk account, updating the current tickets or creating new ones. Prerequisites Zendesk account and Zendesk credentials HubSpot account and HubSpot credentials How it works Cron node triggers the workflow every 5 minutes. Function Item node collects all the tickets received after the last execution timestamp. HubSpot node collects all the recently modified companies. Zendesk node checks all the Zendesk tickets associated with those companies. Merge by key node merges the Zendesk and Hubspot data related to those companies. If node splits the workflow conditionally, based on data received. If the company already exists in, Zendesk node updates organization’sdata. If the company does not exist yet, Zendesk node will create an organization. The Function Item node sets the new last execution timestamp.
Sync Stripe charges to HubSpot contacts
This workflow pushes Stripe charges to HubSpot contacts. It uses the Stripe API to get all charges and the HubSpot API to update the contacts. The workflow will create a new HubSpot property to store the total amount charged. If the property already exists, it will update the property. Prerequisites Stripe credentials. HubSpot credentials. How it works On a schedule, check if the property exists in HubSpot. If it doesn't exist, create it. The default schedule is once a day at midnight. Once property is acertained, the first Stripe node gets all charges. Once the charges are returned, the second Stripe node gets extra customer information. Once the customer information is returned, Merge data node will merge the customer information with the charges so that the next node Aggregate totals can calculate the total amount charged per contact. Once we have the total amount charged per contact, the Create or update customer node will create a new HubSpot contact if it doesn't exist or update the contact if it does exist with the total amount charged.
Auto-assign deals in Hubspot to fitting sales reps based on geo and company size
Use case To guarantee an effective sales process deals must be distributed between sales reps in the best way. Normally, this involves manually assigning new deals that have come in. This workflow automates it for you! What this workflow does This workflow runs once a day and checks for unassigned deals in your Hubspot CRM. Once it finds one, it enriches the deal with information about the assigned contact and their company. It then checks the region of the assigned company before looking at the company's employee size. Based on this, it assigns the deal to the right sales rep within your company. Requirements New deals in Hubspot need to be unassigned in the beginning New deals have to have an attached contact that has an attached company in Hubspot The company needs to have values for region and employee count in Hubspot Setup The setup is quite straight forward and will probably take a few minutes only. Add your Hubspot credentials Customize your criterias for assigning deals in the Assign by Region and the following Assign nodes Make sure deals are assigned to the right salesrep in the Hubspot nodes at the end Activate the workflow Customizing this to your needs Adjust the trig