Automated Zendesk to HubSpot Company Data Synchronization

Overview

This workflow automates the synchronization of company data between Zendesk and HubSpot, ensuring that your CRM records remain accurate and up-to-date. Triggered every five minutes, it fetches modified companies from Zendesk and updates or creates corresponding organizations in HubSpot.

Key Features

• Automated Scheduling: Runs every 5 minutes via a cron trigger for near real-time updates.
• Data Integration: Retrieves all Zendesk organizations and checks for modifications since the last execution.
• Conditional Logic: Determines if a company exists in Zendesk and decides whether to create or update the organization in HubSpot.
• Data Enrichment: Merges Zendesk company data with existing HubSpot contact information for comprehensive records.

Benefits

• Improved Data Accuracy: Eliminates manual data entry and reduces errors by automating company data sync.
• Time Savings: Frees up staff from repetitive tasks, allowing focus on higher-value activities.
• Enhanced Collaboration: Ensures sales and support teams have access to the latest company information in HubSpot.

Use Cases

• Keeping HubSpot contacts aligned with Zendesk company updates for sales and support teams.
• Automating CRM data hygiene for organizations using both Zendesk and HubSpot.

Integrations

• Zendesk: Source of company data.
• HubSpot: Destination for updated or new organization records.