Merge Automate

Merge Automate streamlines data integration between HubSpot and Zendesk, updating company information every 5 minutes. It efficiently merges data, ensuring accurate records and reducing manual entry, ultimately enhancing customer relationship management.

7/8/2025
9 nodes
Complex
schedulecomplexfunctionitemhubspotzendeskautomationcodecustomlogicconditional
Categories:
Communication & MessagingSchedule TriggeredComplex WorkflowBusiness Process AutomationCRM & Sales
Integrations:
FunctionItemHubspotZendesk

Target Audience

This workflow is ideal for:
- Marketing Teams: Automate the integration of Hubspot and Zendesk data for streamlined customer management.
- Sales Teams: Keep track of newly modified companies in Hubspot and ensure they are accurately represented in Zendesk.
- Customer Support Teams: Ensure that all organizations are up-to-date in Zendesk, improving response times and customer satisfaction.
- Data Analysts: Automate data synchronization between systems, reducing manual errors and saving time.

Problem Solved

This workflow addresses the challenge of maintaining synchronized data between Hubspot and Zendesk. It automates the process of:
- Retrieving recently modified companies from Hubspot every 5 minutes.
- Updating or creating organizations in Zendesk based on the latest data from Hubspot, ensuring that customer information is always current and accurate.

Workflow Steps

  • Triggered Every 5 Minutes: The workflow begins with a scheduled trigger that activates every 5 minutes.
    2. Get Last Execution Timestamp: The workflow retrieves the last execution timestamp to identify changes since the last run.
    3. Get Modified Companies: It fetches recently modified companies from Hubspot using the last execution timestamp as a filter.
    4. Get All Zendesk Organizations: Simultaneously, it retrieves all organizations from Zendesk to compare and update.
    5. Merge Data: The workflow merges the data from Hubspot and Zendesk, matching companies by their names.
    6. Check Company Existence in Zendesk: It checks if each company exists in Zendesk.
    7. Update or Create Organization: If a company exists, it updates the organization in Zendesk. If it doesn't exist, it creates a new organization.
    8. Set New Last Execution Timestamp: Finally, it updates the last execution timestamp for the next run.

    • Customization Guide

    To customize this workflow:
    - Change the Schedule: Modify the Every 5 minutes node to adjust the frequency of execution as needed.
    - Modify Data Fields: Update the property names in the Add Zendesk company data to Hubspot data node to match your specific data structure.
    - Adjust Conditions: In the Company exists in Zendesk node, you can add more conditions to refine which companies should be checked or updated.
    - Add Additional Integrations: Integrate more services by adding new nodes and establishing connections to expand the workflow's capabilities.