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Inspiration pour l'automatisation

3 min de lecture

6 moyens d'automatiser your customer support

Par Krystina Martinez · 14, 2024 février
A hero image of orange headphones with a mic on a light blue background.

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.

Nouveau sur Zapier ? Il s’agit d’un logiciel d’automatisation des flux de travail qui vous permet de vous concentrer sur ce qui compte. Combinez des interfaces utilisateur, des tables de données et une logique avec des milliers d’applis pour créer et automatiser tout ce que vous pouvez imaginer. Inscrivez-vous gratuitement pour utiliser cette appli, et des milliers d’autres, avec Zapier.

Table des matières

  • Create tickets from forms

  • Create tickets from chatbot interactions

  • Enhance your tickets with AI

  • Notify your team about new tickets

  • Maintain ticket hygiene

  • Keep an eye on the numbers

Pour commencer avec un modèle Zap (c'est ainsi que nous appelons nos flux de travail prédéfinis), il suffit de cliquer sur le bouton correspondant. La configuration prend seulement quelques minutes. Pour en savoir plus sur la configuration des Zaps, cliquez ici.

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.

Pour commencer avec un modèle Zap (c'est ainsi que nous appelons nos flux de travail prédéfinis), il suffit de cliquer sur le bouton correspondant. La configuration prend seulement quelques minutes. Pour en savoir plus sur la configuration des Zaps, cliquez ici.

Crée des cartes Trello à partir des nouvelles réponses Typeform

Crée des cartes Trello à partir des nouvelles réponses Typeform
  • Logo Typeform
  • Logo Trello
Typeform + Trello

Créer des cartes Trello à partir de nouvelles réponses Google Formulaires

Créer des cartes Trello à partir de nouvelles réponses Google Formulaires
  • Logo Google Forms
  • Logo Trello
Google Forms + Trello

Créer des tickets Zendesk à partir de nouvelles entrées Typeform

Créer des tickets Zendesk à partir de nouvelles entrées Typeform
  • Logo Typeform
  • Logo Zendesk
Typeform + Zendesk

Créer des tickets Zendesk à partir de nouvelles soumissions de formulaires HubSpot

Créer des tickets Zendesk à partir de nouvelles soumissions de formulaires HubSpot
  • Logo HubSpot
  • Logo Zendesk
HubSpot + Zendesk

Créer des tickets Freshdesk pour les nouvelles soumissions Jotform

Créer des tickets Freshdesk pour les nouvelles soumissions Jotform
  • Logo Jotform
  • Logo Freshdesk
Jotform + 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

Create Freshdesk tickets for new Webhook data
  • Logo Webhooks by Zapier
  • Logo Freshdesk
Webhooks by Zapier + Freshdesk

Turn Webhooks into new conversations in Help Scout

Turn Webhooks into new conversations in Help Scout
  • Logo Webhooks by Zapier
  • Logo Help Scout
Webhooks by Zapier + Help Scout

Créer des demandes Jira Service Management à partir de nouveaux POST webhook

Créer des demandes Jira Service Management à partir de nouveaux POST webhook
  • Logo Webhooks by Zapier
  • Logo Jira Service Management
Webhooks by Zapier + Jira Service Management

Need to connect other tools that don't have a Zapier integration? Here's how you can use webhooks to automate anything

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

Create Freshdesk tickets from new ChatBot messages
  • Logo ChatBot
  • Logo Freshdesk
ChatBot + Freshdesk

Automatically create a Zendesk ticket when you get a new ChatBot message

Automatically create a Zendesk ticket when you get a new ChatBot message
  • Logo ChatBot
  • Logo Zendesk
ChatBot + Zendesk

Create Zendesk tickets when new Zapier Chatbots buttons are clicked

Create Zendesk tickets when new Zapier Chatbots buttons are clicked
  • Logo des chatbots Zapier
  • Logo Zendesk
Zapier Chatbots + Zendesk

Want to build an end-to-end customer support portal for your customers? Follow our step-by-step guide to design a resource hub with Zapier Interfaces. Alternatively, you can get started right away with our Request Portal Template.

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

Add acceptance criteria as comments to new issues in Jira using OpenAI
  • Logo Jira Software Cloud
  • Logo OpenAI (GPT-4, DALL-E, Whisper)
  • Logo Jira Software Cloud
Jira Software Cloud + OpenAI (GPT-4, DALL-E, Whisper)

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

Post new Zendesk tickets to Slack messages
  • Logo Zendesk
  • Logo Slack
Zendesk + Slack

Post new Zendesk tickets to Microsoft Teams

Post new Zendesk tickets to Microsoft Teams
  • Logo Zendesk
  • Logo Microsoft Teams
Zendesk + Microsoft Teams

Envoi de nouvelles demandes Jira Service Management à Microsoft Teams

Envoi de nouvelles demandes Jira Service Management à Microsoft Teams
  • Logo Jira Service Management
  • Logo Microsoft Teams
Jira Service Management + Microsoft Teams

Envoyer des e-mails Gmail pour les nouveaux tickets Zendesk

Envoyer des e-mails Gmail pour les nouveaux tickets Zendesk
  • Logo Zendesk
  • Logo Gmail
Zendesk + Gmail

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

Update Trello cards from other Trello cards
  • Logo Trello
  • Logo Trello
Trello

Créer un nouveau ticket Zendesk automatiquement chaque semaine

Créer un nouveau ticket Zendesk automatiquement chaque semaine
  • Logo Schedule by Zapier
  • Logo Zendesk
Schedule by Zapier + Zendesk

Créer des demandes hebdomadaires dans Jira Service Management

Créer des demandes hebdomadaires dans Jira Service Management
  • Logo Schedule by Zapier
  • Logo Jira Service Management
Schedule by Zapier + Jira Service Management

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. 

Créer des lignes dans des feuilles de calcul Google Sheets avec de nouvelles cartes Trello

Créer des lignes dans des feuilles de calcul Google Sheets avec de nouvelles cartes Trello
  • Logo Trello
  • Logo Google Sheets
Trello + Google Sheets

Add new Zendesk tickets to Google Sheets

Add new Zendesk tickets to Google Sheets
  • Logo Google Sheets
Google Sheets

Add rows to Google Sheets for updated Freshdesk tickets

Add rows to Google Sheets for updated Freshdesk tickets
  • Logo Freshdesk
  • Logo Google Sheets
Freshdesk + Google Sheets

Does your team need more individualized motivation? Here’s how to create a personal best challenge bot to push them forward,

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.

Lectures connexes :

  • 5 façons de prospérer dans votre rôle de service client

  • 5 tips for effective customer support during a crisis

  • L’IA dans le service client : 11 façons d’automatiser l’assistance

  • How to automate Help Scout

  • How to automate Freshdesk

  • Qu'est-ce qu'un portail client ?

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.

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