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4 ways your customers benefit from support and service automation

By Ana Gotter · April 11, 2023
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Whether you're a small business with a single customer service specialist or a large corporation with dozens (or even hundreds) of support team members, we're almost positive those specialists are busy

Customer service is more important than ever before, and using automation helps you better deliver top-tier service. Some businesses resist automation in customer service because they worry that it means relying on chatbots instead of the human-to-human experience. But automation actually frees up your team to provide high-quality service that benefits your customers at every touchpoint.

Here are four ways support and service automation can benefit and delight your clients.

You can use automation to improve work for support team members, too, by making it easier for them to create tickets from social media mentions, be notified about new tickets, develop a knowledge base, and more.

Table of contents

  1. Address customer service issues quickly

  2. Resolve complex customer service concerns

  3. Streamline customer follow-up

  4. Offer personalized service at scale

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1. Customer service issues are addressed quickly across all platforms

Today's customers have high expectations across the board, which can directly impact how they perceive their experience with your business. One of those expectations is speed.

One study found that 90% of consumers want to see "immediate" responses (defined as a response within 10 minutes), and another found that 48% of consumers expect a response on social media within 24 hours. 

When you take advantage of automation, you can  deliver on these expectations more easily. 

Create new Zendesk tickets from parsed emails by Zapier

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    The copy-and-paste routine feels easy at first, but it can be a serious time suck. Use this Zapier integration to automatically pull out information buried in the auto-generated notification emails you receive and create new tickets in Zendesk.

    Create Trello cards from new Facebook Page messages

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      It is tough to be constantly monitoring your business's Facebook Page. Save yourself the headache with this integration. New Facebook Page messages generate cards in Trello. From there, you can add notes, assign team members to the card, and stay on track with customer requests. All your Facebook Page's messages in one accessible place, without the need to check every day.

      2. Complex customer service concerns can be resolved completely 

      Some customer questions or concerns are relatively easy to address. If someone needs an update on a shipped package or information about a return policy, for example, those are simple exchanges.

      Sometimes, however, customers have complex concerns or issues. Maybe a client using your SaaS software has continually had complex technical issues that need attention, or someone insists their products have repeatedly arrived damaged.

      You may need to tag in other team members or escalate the issue to a different team for more complex concerns—while keeping your clients calm. Automation can help you send tickets to the appropriate teams and summarize the current status for a smoother handoff.

      The more thoroughly and efficiently you're able to handle customer concerns, the better, and automation can ensure nothing gets missed. 

      Create GitHub issues for updated tickets on Freshdesk

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        If you're looking for a way to ensure your engineering reacts swiftly to your support issues, try this Freshdesk-GitHub integration. Once it's active, any updates to your Freshdesk tickets will create a new issue in a GitHub repo.

        3. Customer follow-up is streamlined

        Seamless omnichannel support is the ideal, so you need to know how and when to follow up with your customers.

        When you reach out to customers to follow up after a support issue, a few things happen:

        • They know that your business cares if the issue has been resolved

        • They get a chance to tell you if there are still problems, which they may not have done without the extra outreach

        • You get another opportunity to make a connection with the customer

        Following up can be difficult, however—your support team likely doesn't have the time or resources to call or email every person they've helped. 

        Consolidating multiple communication channels automatically to a single tool can help. 

        Update or create Intercom contacts with new HubSpot contact property changes

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          You need the latest context available for your customer conversations. Set up this automation and we'll see to it that you have it. From then on, whenever a contact is updated on HubSpot, we'll also update them on Intercom, or even create a new match if none is found.

          Add contacts to HubSpot workflows from Zendesk tickets

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            Log every customer interaction with this Zendesk to HubSpot automation. After it's set up, each time a new ticket is created in Zendesk, Zapier will add a new contact to your workflow in HubSpot. It'll help you keep tabs on who's getting in touch with your support team.

            Get new Zendesk ticket alerts via ClickSend SMS

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              Decrease your time to assist customers, and increase customer satisfaction! This integration makes sure you are alerted whenever a customer sends in a ticket, allowing you ample time to solve his issues and could be what spells the difference between making a sale or not.

              4. You can offer personalized service at scale 

              You want to provide a stellar customer experience, but personalized service on a massive scale sounds almost impossible. You pride yourself on knowing your customers' needs, after all. However, you can use automation to consolidate customer info in one place, freeing you up to provide that personal touch. 

              For example, you can update contacts in your Customer Relationship Management (CRM) tool with interactions from support tickets, or enroll a new customer in a nurture to address frequently asked questions.

              Add new Zendesk users to ActiveCampaign lists

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                Want a simple way to ensure your customers who need support are getting followed up on? This Zendesk ActiveCampaign integration will help. Every time a new user is created in Zendesk, they will be automatically subscribed to an ActiveCampaign list. That way, you can send an email campaign to everyone who's emailed support, giving you an easy way to share extra info or survey them about their experiences.

                Add notes in ActiveCampaign for new Help Scout customers

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                  Need a way to automate VIP service for your customers? This Zap connects your support desk with your CRM so your sales team has the most recent triumphs and struggles of your customers at their fingertips. After you set it up, every time a new customer is created in Help Scout, Zapier searches for that contact in ActiveCampaign and adds a note.

                  Update HubSpot contacts from new Zendesk tickets

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                  Zendesk + HubSpot
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                    Constantly keep your contact list accurate with this Zendesk to HubSpot automation. Set it up, and each time a ticket is received in Zendesk, Zapier will create or update the contact in HubSpot. You can use it to log every interaction you have with a customer, for a quick look at the issues you've already helped them solve.

                    Give the benefits of automation

                    Automation allows your customers to receive faster, stronger, and more well-rounded support across multiple platforms—and helps your team stay on top of everything, too. 

                    Consider taking some time to explore how automation can help take some of the burden off your support team while simultaneously increasing the quality of customer service across the board.

                    This article was originally published in January 2021. It was most recently updated in April 2023 by Krystina Martinez.

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