Customer support is a tough job. There's a fine line between keeping your customers happy and burning out your customer support team. Whether it's turning forms your customers submit into tickets, to routing tickets to the right platforms, these manual tasks can quickly pile up or slip through the cracks.
The best way to keep your customers (and your support team) happy, is to throw automation into the mix. From using AI tools to provide solutions to notifying your team about new tickets, these Zaps—our term for automated workflows—will streamline your whole customer support operation.
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To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.
Create tickets from forms
Questions can come from anywhere, and—because you're the Steven Tyler of support—you don't want to miss a thing.
With these Zaps, you can turn new form submissions into tickets so your team can assist customers right away.
To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.
Create Trello cards from new Typeform responses
Typeform + Trello
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If you're collecting data via form software like Typeform, often you want to create follow-up items. This Typeform-Trello integration automatically creates new Trello cards when someone completes your Typeform form.
Create Trello cards from new Google Forms responses
Google Forms + Trello
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When someone fills out a form in Google Forms, you likely have a list of things to do with that new information. With this integration, you won't have to create those tasks manually in your to-do app every single time, or worry about forgetting to do them! Let Zapier automation handle that for you by automatically saving new Google Forms responses as Trello cards.
Create Zendesk tickets from new Typeform entries
Typeform + Zendesk
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A common use of form software is to allow customers or prospects to ask you questions. If they do that often enough, you'll need a way to manage and respond to those individuals.The Typeform-Zendesk integration makes that easy. You can have new Typeform entries automatically create new tickets for follow up in Zendesk.
Create Zendesk tickets from new HubSpot form submissions
HubSpot + Zendesk
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If you use HubSpot for capturing leads and Zendesk for customer service, this Zapier integration can help seamlessly automate your workflow. Every time a new form is submitted through HubSpot, Zapier will automatically create a ticket in Zendesk.
Create Freshdesk tickets for new Jotform submissions
Jotform + Freshdesk
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Need to ensure your helpdesk has all your customer queries in it? Save time and effort by activating this Jotform Freshdesk integration. Any new submissions you receive to a form on JotFrom will automatically create a new ticket in Freshdesk.
Does your business use a custom website form for customer support? You can connect your ticketing platform to your web form with Webhooks by Zapier. It's a built-in tool, available on paid Zapier plans, that lets you use webhooks within Zaps.
Get started with these workflows:
Create Freshdesk tickets for new Webhook data
Webhooks by Zapier + Freshdesk
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Need a way to have your help desk create tickets from data in another service? This native Zapier Webhook-Freshdesk integration will create a new ticket every time new data is posted to the Webhook URL of your choice, creating the potential for powerful and effortless automatic workflows for your support team.
Turn Webhooks into new conversations in Help Scout
Webhooks by Zapier + Help Scout
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Automatically start new Help Scout conversations to customers from webhooks. Set it up and Zapier can save you time by automatically generating new conversations in Help Scout when a hook is activated. You can create great customer service by contacting customers quickly with this automation that'll work with your in-house apps.
Create Jira Service Management requests from new Webhook POSTs
Webhooks by Zapier + Jira Service Management
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Do you use webhooks to capture important info about customer requests? Save time by automatically creating a corresponding Jira Service Management request whenever you catch a webhook POST.
Create tickets from chatbot interactions
Do you use AI-powered chatbots to handle customer interactions and issues in real time? While chatbots are an effective way to provide quick and accurate answers to common questions (some chatbots can even access your business's resources), sometimes you'll need to pass issues over to your support team.
With these Zaps, you can automatically route tickets straight to your support platform for human assistance.
Create Freshdesk tickets from new ChatBot messages
ChatBot + Freshdesk
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Use this workflow to create tickets directly from your chat! Implement this integration inside your story and use collected information to create a ticket. Simply save the default e-mail and message attributes and use them in the Freshdesk fields to run it.
Automatically create a Zendesk ticket when you get a new ChatBot message
ChatBot + Zendesk
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Automatically create a ticket in Zendesk whenever a new message is received in ChatBot, ensuring timely and efficient customer support.
Create Zendesk tickets when new Zapier Chatbots buttons are clicked
Zapier Chatbots + Zendesk
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Effortlessly manage customer issues from your chatbot interactions in real time. With this workflow, whenever a button is clicked in your Chatbots app, a new support ticket is immediately opened in Zendesk. This seamless integration promotes efficient customer service and ensures no user queries are overlooked, enhancing overall user experience.
Enhance your tickets with AI
The last thing you want when your customers hit a roadblock is to keep them waiting for a solution. When it comes to handling bucket loads of tickets, timing is everything.
And using AI tools can help lighten the load. With these Zap templates, AI can summarize a ticket, add extra context, and even provide suggested solutions or responses to save technicians time—helping them give customers a speedier and more personalized experience.
Add acceptance criteria as comments to new issues in Jira using OpenAI
Jira Software Cloud + OpenAI (GPT-4, DALL-E, Whisper)
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Whenever there's a new issue in Jira, create acceptance criteria with OpenAI and save it to the ticket as comments, so you and your team get product-focused context.
Notify your team about new tickets
Support doesn't always happen in just one app—your team might be putting out fires in multiple places, or building documentation to help answer even more questions in the future. To make sure a ticket never gets lost, use the Zaps below to notify your team about new tickets in your company's team chat app or via email, which they most likely always have open.
Post new Zendesk tickets to Slack messages
Zendesk + Slack
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Zendesk makes it simple for your teams to track and respond to help desk tickets. If you want to respond ASAP, try this Zap, which automatically posts all new Zendesk tickets to Slack via a custom message.
Post new Zendesk tickets to Microsoft Teams
Zendesk + Microsoft Teams
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You don't need to stay glued to Zendesk to be on top of your tickets. This integration will automatically send a message in a Microsoft Teams channel whenever there's a new ticket in Zendesk.
Send new Jira Service Management requests to Microsoft Teams
Jira Service Management + Microsoft Teams
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Stay on top of your tickets with this integration. This Zap will automatically send a new message in a Microsoft Teams channel whenever there's a new request in Jira Service Management.
Send Gmail emails for new Zendesk tickets
Zendesk + Gmail
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Get notified of new Zendesk tickets so you can take immediate action. With the help of this Zapier integration, each new Zendesk ticket can be sent to internal team members via a Gmail message. Have complete control over the email experience for new tickets by combining Gmail and Zendesk
Maintain ticket hygiene
Things can get disorganized fast if you're managing a high volume of support requests. Automating best practices for processes like tagging certain tickets or moving tickets to the right place can relieve the burden for your team—especially if there's a sudden influx of tickets.
These workflows can create recurring tickets or move requests so you can easily stay on top of everything.
Update Trello cards from other Trello cards
Trello
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Keep Trello cards in near real-time sync! With this Zapier integration, you can automatically update another card's title, description, and/or due date when a master/parent card gets updated.
Create a new Zendesk ticket automatically every week
Schedule by Zapier + Zendesk
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This automation is a perfect way to schedule in the tasks you need to complete every week. Once you set up the schedule, Zapier will create a new ticket in Zendesk every week. Scheduling in tasks such as debugging, maintenance, or checking reviews, provides a way to deliver great customer service.
Create weekly requests in Jira Service Management
Schedule by Zapier + Jira Service Management
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Keeping track of the Jira Service Management requests you create every week is time-consuming. This integration solves this by creating a request on a specified day and time every week.
Keep an eye on the numbers
While putting a number score on how much"help" your team is providing can sound harsh, it can be a tool for transparency, and let each member of the team know how they're doing in a more tangible way than just "good."
Most customer service apps have built-in metric trackers, but sometimes you need more customization for your metric tracking. These Zaps will send tickets to a spreadsheet so you can do your own calculations.
Create rows in Google Sheets spreadsheets with new Trello cards
Trello + Google Sheets
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Need an easy way to share new Trello cards with teammates that don't have access to Trello? This Trello-Google Sheets integration will automatically add a row to a Google Sheets spreadsheet to store details from a new Trello card as soon as it's created.
Add new Zendesk tickets to Google Sheets
Google Sheets
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Wish you had an easily accessible record of your Zendesk account activity? Use this integration to add new Zendesk tickets to rows in a specified Google Spreadsheet. It's an easy way to list every support ticket that comes in, graph your support activity, and more.
Add rows to Google Sheets for updated Freshdesk tickets
Freshdesk + Google Sheets
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If you're searching for a way to ensure your Google Sheets match your activity on Freshdesk, try this Freshdesk Google Sheets integration. After you set it up, a new row will be added to Google Sheets for any tickets that get updated on Freshdesk.
Streamline your customer support with automation
Your customer support team keeps your customers happy, so by introducing automation, it can take care of them too. Automation with Zapier helps ease the demands on your support crew, so they can focus on providing excellent customer service.
This article was originally published in January 2021, written by Tyler Robertson, with previous updates by Krystina Martinez. It was most recently updated in February 2024 by Elena Alston.
