An automated workflow using zapier
Connects HubSpot + Zendesk
Update Zendesk tickets when HubSpot properties change
About this workflow template
This automation scenario allows you to connect HubSpot and Zendesk
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
HubSpot and Zendesk can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in HubSpot
New Contact Property Change Deprecated in HubSpot
Triggers when a specified property is provided or updated on a contact.
Then these actions happen in HubSpot and HubSpot
Update Ticket in Zendesk
Update an existing ticket status or add comments.
New Contact Property Change in HubSpot
Triggers when a specified property is provided or updated on a contact.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Update Zendesk tickets when HubSpot properties change.
Part I
Configure Applications
First, we need to connect HubSpot and Zendesk to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect HubSpot to Zapier.
Give Zapier access to your HubSpot account, using HubSpot credentials.
Connect Zendesk to Zapier.
Give Zapier access to your Zendesk account, using Zendesk credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for HubSpot
Choose the following trigger: New Contact Property Change Deprecated (Triggers when a specified property is provided or updated on a contact.).
Then set up an Action for Zendesk
Choose this action: Update Ticket (Update an existing ticket status or add comments.).
Then set up another Action for HubSpot
Choose this action: New Contact Property Change (Triggers when a specified property is provided or updated on a contact.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between HubSpot and Zendesk.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Update Zendesk tickets when HubSpot properties change!
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Create ticket
Create a new ticket.
actionbyzapierintegratelypabbly-connectCreate user
Create a new user.
actionbyzapierintegratelypabbly-connectUpdate user
Update an existing user.
actionbyzapierintegratelypabbly-connectUpdate ticket
Update an existing ticket status or add comments.
actionbyzapierintegratelypabbly-connectCreate a ticket
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actionbyintegromatAdd tag(s) to ticket
Add one or more tags to an existing ticket.
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Apps you need
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
