Merge node
+3

Update HubSpot contacts with Zendesk tickets

Published 1 year ago

Created by

n8n-team
n8n Team

Template description

This workflow automatically syncs your Zendesk tickets to your HubSpot contacts. Every 5 minutes, your Zendesk account collects all the new or updated tickets and syncs them accordingly, with your HubSpot contacts database.

Prerequisites

How it works

  1. Cron node triggers the workflow every 5 minutes.
  2. Function Item node checks all the tickets received after the last execution timestamp.
  3. Zendesk node collects all tickets updated after last execution.
  4. Zendesk node collects the user data of ticket requester.
  5. Set node collects the contact`s email, name and externalID.
  6. Merge by key node combines two inputs, ticket data and ticket requester data.
  7. If node splits the workflow conditionally, based on data received.
  8. If the data corresponds to a ticket that already exists, HubSpot node will update the ticket.
  9. If the data does not correspond to a ticket, HubSpot node creates/updates the contact.
  10. Zendesk node updates the external Id in Zendesk for the said contact.
  11. HubSpot node creates a new ticket.
  12. Zendesk node updates the ticket with the external Id.
  13. The Function Item node sets the new last execution timestamp.

Share Template

More Sales workflow templates

Google Sheets node
HTTP Request node
Merge node
+4

OpenAI GPT-3: Company Enrichment from website content

Enrich your company lists with OpenAI GPT-3 ↓ You’ll get valuable information such as: Market (B2B or B2C) Industry Target Audience Value Proposition This will help you to: add more personalization to your outreach make informed decisions about which accounts to target I've made the process easy with an n8n workflow. Here is what it does: Retrieve website URLs from Google Sheets Extract the content for each website Analyze it with GPT-3 Update Google Sheets with GPT-3 data
lempire
Lucas Perret
Google Sheets node
HTTP Request node
Microsoft Excel 365 node
Gmail node
+5

Automated Web Scraping: email a CSV, save to Google Sheets & Microsoft Excel

How it works: The workflow starts by sending a request to a website to retrieve its HTML content. It then parses the HTML extracting the relevant information The extracted data is storted and converted into a CSV file. The CSV file is attached to an email and sent to your specified address. The data is simultaneously saved to both Google Sheets and Microsoft Excel for further analysis or use. Set-up steps: Change the website to scrape in the "Fetch website content" node Configure Microsoft Azure credentials with Microsoft Graph permissions (required for the Save to Microsoft Excel 365 node) Configure Google Cloud credentials with access to Google Drive, Google Sheets and Gmail APIs (the latter is required for the Send CSV via e-mail node).
mihailtd
Mihai Farcas
Google Sheets node
Merge node
+7

AI web researcher for sales

Who is this for? This workflow is for all sales reps and lead generation manager who need to prepare their prospecting activities, and find relevant information to personalize their outreach. Use Case This workflow allows you to do account research with the web using AI. It has the potential to replace manual work done by sales rep when preparing their prospecting activities by searching complex information available online. What this workflow does The advanced AI module has 2 capabilities: Research Google using SerpAPI Visit and get website content using a sub-workflow From an unstructured input like a domain or a company name. It will return the following properties: domain company Linkedin Url cheapest plan has free trial has entreprise plan has API market (B2B or B2C) The strength of n8n here is that you can adapt this workflow to research whatever information you need. You just have to precise it in the prompt and to precise the output format in the "Strutured Output Parser" module. Detailed instructions + video guide can be found by following this link.
lucasperret
Lucas Perret

More Support workflow templates

Slack node
Webhook node
OpenAI Chat Model node
+3

Slack chatbot powered by AI

This workflow offers an effective way to handle a chatbot's functionality, making use of multiple tools for information retrieval, conversation context storage, and message sending. It's a setup tailored for a Slack environment, aiming to offer an interactive, AI-driven chatbot experience. Note that to use this template, you need to be on n8n version 1.19.4 or later.
n8n-team
n8n Team
HTTP Request node
Redis node
+8

Advanced Telegram Bot, Ticketing System, LiveChat, User Management, Broadcasting

A robust n8n workflow designed to enhance Telegram bot functionality for user management and broadcasting. It facilitates automatic support ticket creation, efficient user data storage in Redis, and a sophisticated system for message forwarding and broadcasting. How It Works Telegram Bot Setup: Initiate the workflow with a Telegram bot configured for handling different chat types (private, supergroup, channel). User Data Management: Formats and updates user data, storing it in a Redis database for efficient retrieval and management. Support Ticket Creation: Automatically generates chat tickets for user messages and saves the corresponding topic IDs in Redis. Message Forwarding: Forwards new messages to the appropriate chat thread, or creates a new thread if none exists. Support Forum Management: Handles messages within a support forum, differentiating between various chat types and user statuses. Broadcasting System: Implements a broadcasting mechanism that sends channel posts to all previous bot users, with a system to filter out blocked users. Blocked User Management: Identifies and manages blocked users, preventing them from receiving broadcasted messages. Versatile Channel Handling: Ensures that messages from verified channels are properly managed and broadcasted to relevant users. Set Up Steps Estimated Time**: Around 30 minutes. Requirements**: A Telegram bot, a Redis database, and Telegram group/channel IDs are necessary. Configuration**: Input the Telegram bot token and relevant group/channel IDs. Configure message handling and user data processing according to your needs. Detailed Instructions**: Sticky notes within the workflow provide extensive setup information and guidance. Live Demo Workflow Bot: Telegram Bot Link (Click here) Support Group: Telegram Group Link (Click here) Broadcasting Channel: Telegram Channel Link (Click here) Keywords: n8n workflow, Telegram bot, chat ticket system, Redis database, message broadcasting, user data management, support forum automation
nskha
Nskha
Google Sheets node
+5

🚀 Boost your customer service with this WhatsApp Business bot!

This n8n workflow demonstrates how to automate customer interactions and appointment management via WhatsApp Business bot. After submitting a Google Form, the user receives a notification via WhatsApp. These notifications are sent via a template message. In case user sends a message to the bot, the text and user data is stored in Google Sheets. To reply back to the user, fill in the ReplyText column and change the Status to 'Ready'. In a few seconds n8n will fetch the unsent replies and deliver them one by one via WhatsApp Business node. Customize this workflow to fit your specific needs, connect different online services and enhance your customer communication! 🎉 Setup Instructions To get this workflow up and running, you'll need to: 👇 Create a WhatsApp template message on the Meta Business portal. Obtain an Access Token and WhatsApp Business Account ID from the Meta Developers Portal. This is needed for the WhatsApp Business Node to send messages. Set up a WhatsApp Trigger node with App ID and App Secret from the Meta Developers Portal. Right after that copy the WhatsApp Trigger URL and add it as a Callback URL in the Meta Developers Portal. This trigger is needed to receive incoming messages and their status updates. Connect your Google Sheets account for data storage and management. Check out the documentation page. ⚠️ Important Notes WhatsApp allows automatic custom text messages only within 24 hours of the last user message. Outside with time frame only approved template messages can be sent. The workflow uses a Google Sheet to manage form submissions, incoming messages and prepare responses. You can replace these nodes and connect the WhatsApp bot with other systems.
eduard
Eduard

Implement complex processes faster with n8n

red icon yellow icon red icon yellow icon