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
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.
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When to choose this template
Choose this when the upsell and unused-feature finding should also be saved on the HubSpot company record before the owner is notified in Slack.
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
- 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.
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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