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
Add customer context to every new Zendesk ticket
Looks up each new ticket's requester in HubSpot and adds their company, plan, open deals and owner as an internal note.
How it runs
This is the brief Whenever builds from. Change any of it in plain words before you publish.
Then
- Find the requester's company, open deals, owner and plan in the setup HubSpot company property.
- Write a short context note.
- Add it to the ticket, skipping tickets that already have one.
Apps it connects
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