Data Sync & ETL
Sync Zendesk Requester Data into HubSpot Contacts
On a schedule, it looks up Zendesk ticket requesters and updates the matching HubSpot contact records with their user data.
What it does
# If Workflow ## Overview Automated workflow: If Workflow. This workflow processes data and performs automated tasks. ## Workflow Details - Total Nodes: 14 - Node Types: 8 - Error Handling: ✅ Implemented - Security: ✅ Hardened (no sensitive data) - Documentation: ✅ Complete ## Node Breakdown - Ticket Exists: if - Get user data of Ticket requester: zendesk - Only keep needed data: set - Add user data: merge - Update existing ticket: hubspot - Update Zendesk ticket with External Id: zendesk - Get last execution timestamp: functionItem - Get tickets updated after last execution: zendesk - Set new last execution timestamp: functionItem - Every 5 minutes: cron - ... and 4 more nodes ## Usage Instructions 1. Configure Credentials: Set up all required API keys and credentials 2. Update Variables: Replace any placeholder values with actual data 3. Test Workflow: Run in test mode to verify functionality 4. Deploy: Activate the workflow for production use ## Security Notes - All sensitive data has been removed or replaced with placeholders - Error handling is implemented for reliability - Follow security best practices when configuring credentials ## Troubleshooting - Check error logs if workflow fails - Verify all credentials are properly configured - Ensure all required services are accessible
The steps
- Ticket Exists
- Get user data of Ticket requester
- Only keep needed data
- Add user data
- Update existing ticket
- Update Zendesk ticket with External Id
- Get last execution timestamp
- Get tickets updated after last execution
- Set new last execution timestamp
- Every 5 minutes
- Create new Ticket
- Update External Id in Zendesk for contact
- Create or update contact
- Error Handler
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