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Library / Data Sync & ETL

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

  1. Ticket Exists
  2. Get user data of Ticket requester
  3. Only keep needed data
  4. Add user data
  5. Update existing ticket
  6. Update Zendesk ticket with External Id
  7. Get last execution timestamp
  8. Get tickets updated after last execution
  9. Set new last execution timestamp
  10. Every 5 minutes
  11. Create new Ticket
  12. Update External Id in Zendesk for contact
  13. Create or update contact
  14. Error Handler

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