See which new Zendesk users may become customers
Replace guesswork with a quick, evidence based first look at new contacts.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Get Details From LinkedIn URL
Tool to retrieve detailed information about a prospect using their linkedin profile url. use after confirming you have a valid public linkedin url, to enrich lead profiles with additional details.
Why this helps
Founders cannot manually assess every new user, so promising opportunities get mixed into the general queue.
- Focus attention on stronger opportunities
- Create a consistent first pass
- Make decisions without opening several tools
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Aeroleads in the Notis portal.
- 2Create an automation named for prospect fit review.
- 3In one instruction, ask Notis to enrich users with valid public LinkedIn URLs and summarize role, company, and likely fit using only returned data.
- 4Choose New User Created as the trigger and set the report destination.
- 5Test on one user and review the fit summary.
Questions about this workflow
Does Aeroleads provide a fit score?
The workflow can ask Notis to summarize fit from returned details, but any scoring criteria you need should be stated in your instruction.
Can Notis infer missing company information?
It should identify missing information rather than inventing it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Aeroleads. A trigger fires from one place; an action lands in another.
Zendesk triggers
Aeroleads actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Details From LinkedIn URL
Tool to retrieve detailed information about a prospect using their linkedin profile url. use after confirming you have a valid public linkedin url, to enrich lead profiles with additional details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
New User Created
Triggered when a new user is created in Zendesk.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Connect any two apps with Notis in the middle.
Zendesk and Aeroleads, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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