Turn New Zendesk Users into HubSpot Contacts
When someone joins your Zendesk workspace, add their available details to HubSpot so your team can follow up without re-entering them.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create batch of contacts
Creates up to 100 new contact records in hubspot crm, optionally associating them with existing crm objects; ensure associated object ids are valid.
Why this helps
Manually copying new user details between support and CRM tools creates duplicate work and leaves contacts out of HubSpot.
- Reduce manual copying between support and CRM
- Make new Zendesk users visible to the team in HubSpot
- Use one prompt to decide which available user details belong in the contact
Setup
Build it in a few focused steps.
- 1Connect Zendesk and HubSpot once in the Notis portal.
- 2Create an automation in Notis and give it a name.
- 3Describe in one instruction how to create a HubSpot contact from each new Zendesk user and which available details to include.
- 4Pick the Zendesk New User Created trigger and choose where run reports should go.
- 5Test with one real new-user example and review the created contact.
Questions about this workflow
Will this update an existing HubSpot contact?
The available action creates contacts. Ask Notis to check for a matching contact first, but confirm your HubSpot account and action support the lookup you need before relying on duplicate prevention.
What if a Zendesk user has incomplete details?
Tell Notis to use only details available in the event and skip creating a contact when required information is missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Hubspot. A trigger fires from one place; an action lands in another.
Zendesk triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
New User Created
Triggered when a new user is created in Zendesk.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
Connect any two apps with Notis in the middle.
Zendesk and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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