1.Monitor updated referral ticket
Integrate Zendesk and ticketing tools to detect updated referral signals and start the referral capture workflow.
Create referral contact and notify account team immediately
Automatically monitor updated support tickets for referral signals across Zendesk. Create or update referral contacts in HubSpot and alert the account team via Slackβso you can follow up quickly without manual contact chasing.
How this automation speeds up referral follow-up
When a support ticket is updated with a referral flag, handoffs get delayed and referral leads stall. This automation finds an owner mapping, creates or updates CRM contacts, and notifies the account teamβso your team can follow up immediately.
Zendeskor swap with your favorite app
2.Find mapped owner for ticket
Integrate Zapier Tables and customer mapping tools to look up the ticket organization and determine the assigned owner.
Zapier Tablesor swap with your favorite app
3.Create or update referral contact
Integrate HubSpot and contact enrichment tools to create or update a contact and assign source to Referrals.
HubSpotor swap with your favorite app
4.Create engagement note on contact
Integrate HubSpot and notes tracking tools to attach an engagement note that links the ticket to the contact.
5.Post referral summary to team
Integrate Slack and team communication tools to post the referral summary and notify the owner for review.
Slackor swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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