An integral part of project management is to be able to quickly create and modify user accounts in various CRM systems. That might not sound like a very complicated task, but it is undoubtedly a manual work that requires time. At Cloudpipes, we understand that when you're working with large number of user databases timing is critical, so we offer you a way to automate your workflow by streamlining how user accounts are created and accessed.
In this article we're going to show you how a Freshdesk ticket triggers a look up and creation of contacts in Hubspot.
We'll begin our workflow with the Ticket Created pipe. This will ensure that each time a ticket has been created in Freshdesk, our pipeline will trigger. For the purposes of today's blogpost we'll only designate account and set email.
The second pipe we're going to use would be Look Up a Contact in Hubspot. Our query would be based the requester's email.
Next, we'll add an IF/THEN condition to separate the incoming queries. Those who are with a set ID will lead to the updating of those contacts matching our previous lookup.
Subsequently, Cloudpipes will create a new Hubspot Engagement with a mappet timestamp and contact ID. Additionally, our Engagement will have a descriptive body that'll include: status, ticket type, priority and date of creation.
What if the queries that came after the lookup are not matching our criteria? Then Cloudpipes would go on to create a new contact in Hubspot. Here we simply mapped the account under which the new contact will be created, and the email of the requester. If needed we can always fill out more contact details.
Finally, the creation of the new contact will result in creating a new Hubspot Engagement, with preselected type, timestamp, contact ID and description. We can also specify the owner and company and deal ID among other things.
This pipeline is designed to segregate incoming queries by a certain criteria, and group them into Hubspot contacts according to ID. You can always play around with the pipes and conditions, and set different method of grouping and sorting. It all depends on your end goal.
This is but one way of automating your workflow for frictionless user provisioning using both Freshdesk and Hubspot. It doesn't require addition coding or time, and it can be quite handy for a particular situation.
Looking to use Hubspot with Freshdesk? Have a cool idea how to sync them? We'd love to hear it!