When
Choose a schedule: daily at 09:00 AM UTC or faster on Pro; then fetch Zendesk tickets created since the last run.
Workflow starter brief
Spot expansion signals in support tickets
Sends the account owner a written read on every support ticket that mentions buying or growth.
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When to choose this template
Choose this to surface pricing questions, seat growth and add-on requests from Zendesk in a Slack channel with the HubSpot owner tagged.
Proposed workflow
A starting brief, not a preconfigured workflow or proof of a completed outcome. Review the generated steps and test with your accounts before publishing.
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.
Before you publish
Connect the accounts and credentials it needs first. Optional AI steps use AI at runtime and their output can vary, so review the workflow and test it before publishing.
Apps it connects
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Agents should build your automations, not be them
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