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
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.
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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 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.
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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