This automation checks for a new or updated deal in a Closed-Won stage and gets the associated contact. If such a contact exists, the automation checks if this contact has an email. Then the automation looks for a user with this email in Zendesk:
- If a user with this email exists, the automation updates the user with the contact data from HubSpot.
- If no match is found, the automation creates a new user in Zendesk using the contact data from HubSpot.
Then, the automation creates a new ticket in Zendesk.
Notes
If the email of a user in Zendesk is changed, a new contact is created in HubSpot.
If a deal has several associated contacts, the automation uses the first matching contact.
Frequently Asked Questions
What triggers this automation?
The automation starts automatically when the configured trigger event occurs in the connected app.
Can I customize the automation workflow?
Yes. You can modify triggers, actions, conditions, mappings, and other workflow settings.
Does this automation run automatically after setup?
Yes. Once enabled, the automation runs automatically based on triggers or schedules.
Can I add more steps or actions to this automation?
Yes. You can extend the workflow with additional actions, conditions, and connected apps.
Do I need coding skills to use automation templates?
No. Skyvia automation templates are configured through a visual interface without coding.
