Use Cases
- Automate synchronization of customer data between Zendesk and HubSpot.
- Ensure that organization details are always current in both systems.
- Reduce manual data entry and errors in customer relationship management.
How It Works
Triggers every 5 minutes to check for modified companies in HubSpot. Retrieves the last execution timestamp to filter recent changes. Fetches all Zendesk organizations to prepare for data merging. Merges HubSpot company data with Zendesk organizations. Checks if the company exists in Zendesk and updates or creates as necessary. Sets a new last execution timestamp after processing.
Setup Steps
- 1Import the workflow template into n8n.
- 2Configure your HubSpot and Zendesk credentials.
- 3Adjust any specific filters or parameters as needed.
- 4Activate the workflow to start syncing data.
Apps Used
HubSpot
Zendesk
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#email automation