CRM

goswh
Member

Please Confirm My Understanding of Hubspot integration with ZenDesk

SOLVE

There are a number of older posts that discuss the ability for HubSpot to create a ticket in ZenDesk whenever a prospect moves to a new deal stage in the sales pipeline, but there are no clear answers.

The hope of this post is to confirm my understanding of how to get the following use case to work in HubSpot.

Use Case:
When a user moves a deal to a different stage, a ticket in ZenDesk should be created.

 

The existing ZenDesk integration does not support this use case. There are two work arounds that are possible to make this work.

Option1  -  Low Code/No Code 

 

a - Go to Settings > Deals > Pipeline > Automate and build the workflow as follows:


- prospect moves to a new stage

- HubSpot creates a new Service Desk ticket (requires Service Hub)

- When the Service Desk ticket is created, sync to ZenDesk (requires ZenDesk integration from HS marketplace)

- benefit is that updates, edits, changes, status sync between ZenDesk and HubSpot. 

 

Option 2 - Custom Code

- create a custom integration using the ZenDesk Service Desk API and/or webhook. 

 

With all this as background, can someone confirm my understanding of Option 1 above?

 

Thank you,

//Shawn

1 Accepted solution
JGoldbergUnito
Solution
Participant

Please Confirm My Understanding of Hubspot integration with ZenDesk

SOLVE

@goswh There's another option to achieve that use case with Unito's no-code integration. The end result would look something like this:

 

- prospect (a HubSpot deal) moves to a new stage

- a Zendesk ticket is automatically created, populated with all the fields (details) of your prospect (in the form of a HubSpot deal).

- Any changes between the HubSpot deal and Zendesk ticket are automatically updated in the other.

- prospect enters a different stage (pre-selected by you), the flow stops syncing.

 

Here's a guide on how to sync Zendesk tickets to HubSpot.

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2 Replies 2
JGoldbergUnito
Solution
Participant

Please Confirm My Understanding of Hubspot integration with ZenDesk

SOLVE

@goswh There's another option to achieve that use case with Unito's no-code integration. The end result would look something like this:

 

- prospect (a HubSpot deal) moves to a new stage

- a Zendesk ticket is automatically created, populated with all the fields (details) of your prospect (in the form of a HubSpot deal).

- Any changes between the HubSpot deal and Zendesk ticket are automatically updated in the other.

- prospect enters a different stage (pre-selected by you), the flow stops syncing.

 

Here's a guide on how to sync Zendesk tickets to HubSpot.

0 Upvotes
Humashankar
Key Advisor

Please Confirm My Understanding of Hubspot integration with ZenDesk

SOLVE

Hi @goswh 

 

Your understanding of Option 1 for integrating HubSpot and ZenDesk to create tickets based on deal stage changes is spot on!

 

Hope this helps - Happy to help further!!
Thank you very much and have a great one!
Warm regards

Humashankar VJ
HubSpot Enthusiast and Key Advisor | Engineering Manager
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