1.Captures new ticket requester details
Integrate Zendesk and ticket workflow data to capture requester email, subject, and ticket text, and to centralize ticket context.
Update contact record and log ticket note with interest
Automatically capture new support ticket details across Zendesk and HubSpot. Update contact records and log interest notes when new tickets include product selections, so you can create contacts, standardize interest, and keep context without manual follow-up.
How this automation updates your contact record with interest
When new Zendesk tickets arrive with product selections, delays can break handoff context between support and marketing. This automation captures ticket signals, enriches and finds or creates contacts, and updates records with note engagementsβso your team can act on intent fast.
Zendeskor swap with your favorite app
2.Normalizes product interest values
Integrate Formatter by Zapier and lookup tables to translate product-selection values, and to standardize product interest.
Formatter by Zapieror swap with your favorite app
3.Finds or creates the contact
Integrate HubSpot and CRM contact data to match by email and to create the contact if no match is found.
HubSpotor swap with your favorite app
4.Updates contact and creates engagement note
Integrate HubSpot and note engagements to update interest fields, set help type, and to log a ticket reference note.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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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