Who is this workflow for? Seamlessly synchronize your Zendesk tickets with HubSpot contacts using this n8n workflow. By automating data updates every five minutes, you ensure your support and sales teams have the most current information, enhancing collaboration and customer service efficiency..

What does this workflow do?

  • Trigger Execution:
  • A Cron node initiates the workflow every five minutes, ensuring timely data synchronization.
  • Collect Updated Tickets:
  • A Function Item node retrieves all Zendesk tickets that have been modified since the last execution timestamp.
  • Fetch Modified HubSpot Companies:
  • The HubSpot node gathers all companies in HubSpot that have recent modifications.
  • Retrieve Associated Zendesk Tickets:
  • The Zendesk node searches for Zendesk tickets linked to the recently modified HubSpot companies.
  • Merge Data Sets:
  • A Merge by Key node combines the data from Zendesk and HubSpot based on the associated companies, ensuring data alignment.
  • Conditional Workflow Routing:
  • An If node evaluates the merged data to determine the next steps based on whether the company exists in Zendesk.
  • Update Existing Zendesk Organizations:
  • If the company is found in Zendesk, the Zendesk node updates the organization’s data to reflect the latest information from HubSpot.
  • Create New Zendesk Organizations:
  • If the company does not exist in Zendesk, the Zendesk node creates a new organization with the relevant data from HubSpot.
  • Update Execution Timestamp:
  • A final Function Item node records the new timestamp of the workflow execution, ensuring accurate data retrieval in the next cycle.

🤖 Why Use This Automation Workflow?

  • Real-Time Data Consistency: Maintain up-to-date information across Zendesk and HubSpot without manual intervention.
  • Enhanced Team Collaboration: Ensure that support and sales teams access the same data, fostering better communication and decision-making.
  • Time Savings: Automate repetitive data synchronization tasks, allowing your team to focus on more strategic activities.

👨‍💻 Who is This Workflow For?

This workflow is ideal for businesses that utilize both Zendesk for customer support and HubSpot for CRM and sales management. It’s particularly beneficial for teams seeking to integrate their customer service and sales data to provide a unified view of customer interactions without requiring extensive technical expertise.

🎯 Use Cases

  1. Unified Customer View: Sales and support teams can access the latest ticket information and contact details, enabling more personalized and informed customer interactions.
  2. Automated Support Ticket Management: Automatically update or create Zendesk tickets based on changes in HubSpot, ensuring no customer issues are overlooked.
  3. Improved Reporting and Analytics: Consolidate data from Zendesk and HubSpot to generate comprehensive reports, aiding in strategic decision-making and performance tracking.

TL;DR

This n8n workflow provides an efficient solution to keep your Zendesk tickets and HubSpot contacts synchronized automatically. By ensuring that both platforms reflect the latest customer information every five minutes, it enhances data accuracy, improves team collaboration, and saves valuable time for your support and sales teams.

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