An automated workflow using integromat
Connects HubSpot + Freshdesk
Add new HubSpot CRM deals to Freshdesk as new tickets
About this workflow template
This automation scenario allows you to connect HubSpot and Freshdesk
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts 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 Freshdesk can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in HubSpot
Watch Records in HubSpot
Triggers when a contact, a company, or a deal has been recently modified or created within last 30 days. The output is limited to 10K.
Then this action happens in Freshdesk
Create a Ticket in Freshdesk
Creates a new ticket.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add new HubSpot CRM deals to Freshdesk as new tickets.
Part I
Configure Applications
First, we need to connect HubSpot and Freshdesk to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect HubSpot to Make.com.
Give Make.com access to your HubSpot account, using HubSpot credentials.
Connect Freshdesk to Make.com.
Give Make.com access to your Freshdesk account, using Freshdesk credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for HubSpot
Choose the following trigger: Watch Records (Triggers when a contact, a company, or a deal has been recently modified or created within last 30 days. The output is limited to 10K.).
Then set up an Action for Freshdesk
Choose this action: Create a Ticket (Creates a new ticket.).
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 Freshdesk.
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 Add new HubSpot CRM deals to Freshdesk as new tickets!
Related Automation Templates
Supported triggers and actions
New form submission
Triggers when a form is submitted.
triggerbyzapierpipedreamNew contact
Triggers when new contact is available.
triggerbyzapierautomateioNew contact in list
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
triggerbyzapierautomateiopipedreamNew deal
Triggers when new deal is available.
triggerbyzapierNew contact property change
Triggers when a specified property is provided or updated on a contact.
triggerbyzapierpipedreamUpdated deal stage
Triggers when a deal enters a specified stage.
triggerbyzapier
Create ticket
Create a ticket in Freshdesk for your domain.
actionbyzapierintegratelypabbly-connectCreate a ticket
Creates a new ticket.
actionbyintegromatpipedreamCreate a contact
Creates a new contact.
actionbyintegromatpipedreamCreate a company
Creates a new company.
actionbyintegromatpipedreamGet ticket details
Get ticket details
actionbypipedreamList all tickets
List all tickets
actionbypipedream
Apps you need
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
Freshdesk is an award-winning, cloud-based helpdesk software that streamlines customer service across multiple channels, including email, phone, chat, web, and social media. Manage SLAs and automate workflows to enhance support team productivity.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
