When
Ask me to choose daily at 09:00 AM UTC or faster on Pro; then fetch Zendesk tickets created since the last run.
Workflow template
Spot expansion signals in support tickets
Sends the account owner a written read on every support ticket that mentions buying or growth.
How it runs
This is the brief Whenever builds from. Change any of it in plain words before you publish.
Then
- Find the customer's company and owner in HubSpot.
- Write a short read on pricing questions, seat or usage growth and add-on requests.
- Post it with the ticket link and tagged owner to the setup Slack channel, skipping posted tickets.
Apps it connects
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All templatesBuild this workflowSend a pre-call brief before every customer callAssembles account details, deal history, and open tickets into one brief and sends it to the call owner before the meeting.Build this workflowTurn support tickets into upsell signalsReads each new Zendesk ticket for upsell and adoption gaps, writes the finding on the HubSpot account, and tells the CSM.Build this workflowAnnounce closed-won deals in SlackCelebrates each won deal in Slack with the numbers and a short recap of how it was won.Build this workflowAgents should build your automations, not be them
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