- Customer Support Teams: To automate ticket creation and customer inquiries. - Sales Teams: For scheduling meetings and managing customer data efficiently. - Product Teams: To analyze customer interactions and feedback. - Developers: Who want to integrate multiple services with automated workflows.
Problem Solved
Problem Solved
This workflow addresses the challenge of managing customer interactions by automating: - Ticket Creation: Automatically creates Zendesk tickets based on customer inquiries. - Meeting Scheduling: Checks availability and schedules meetings through Google Calendar. - Data Management: Integrates with Airtable and Google Sheets for seamless data handling.
Workflow Steps
Workflow Steps
1. Webhook Trigger: The workflow starts when a webhook is triggered. 2. Extract Phone Number: Captures the phone number from the incoming request. 3. Query Google Sheets: Searches for customer information using the phone number. 4. Check User Existence: Validates if the user is found in the database. 5. Customer Data Response: Responds with customer data or an error message if not found. 6. Create Customer in DB: If the user does not exist, it creates a new customer record in Zendesk. 7. Create Ticket: Generates a ticket in Zendesk for customer inquiries. 8. Check Ticket Submission: Validates if the ticket was successfully created. 9. Schedule Meeting: If needed, schedules a meeting using Google Calendar after checking availability. 10. Respond to Webhook: Sends a response back to the webhook with the status of the operations.
Customization Guide
Customization Guide
- Webhook Configuration: Change the webhook URL to adapt to different services. - API Credentials: Update Zendesk, Airtable, and Google API credentials for your accounts. - Node Parameters: Modify parameters in nodes like ticket subject, meeting details, and customer data fields to fit your use case. - Node Connections: Adjust connections between nodes to change the workflow logic as needed.