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
Turn support tickets into upsell signals
Reads each new Zendesk ticket for upsell and adoption gaps, writes the finding on the HubSpot account, and tells the CSM.
How it runs
This is the brief Whenever builds from. Change any of it in plain words before you publish.
Then
- Write a short note on upsell potential and unused features.
- Save it once on the matching HubSpot company, skipping tickets already noted.
- Send it to the account owner in Slack.
Apps it connects
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