Add Sendlane contacts for new Zendesk users

Automate B2B SaaS renewal risk management with CRM, support & usage data

Description This workflow is designed for B2B/SaaS teams who want to secure renewals before it’s too late. It runs every day, identifies all accounts whose licenses are up for renewal in J–30, enriches them with CRM, product usage and support data, computes an internal churn risk level, and then triggers the appropriate playbook: - HIGH risk → full escalation (tasks, alerts, emails) - MEDIUM risk → proactive follow-up by Customer Success - LOW risk → light renewal touch

Create Zendesk Sunshine profiles from new Google Sheets rows

Every time a row is added in your Google Sheets, Make will create a Zendesk Sunshine profile of it. We have created a (sample worksheet)[https://docs.google.com/spreadsheets/d/1GFnJCm4YpYFmfsIkc2XfD0QBQ6EOhW8YdYi9zg1YcHk/edit?usp=sharing] for you to use it as a reference.

Handle WhatsApp customer inquiries with AI and intent routing

Handle WhatsApp customer inquiries with AI and intent routing (Whatsapp Chatbot) An intelligent, fully customizable WhatsApp customer support chatbot template that works for ANY business - whether you sell fashion, electronics, food, furniture, cosmetics, or anything else. This workflow combines pre-built responses for common queries with AI for complex questions, creating a cost-effective 24/7 customer support solution that adapts to your specific products and services. Who it's for

Create various metrics in Databox from solved/closed Zendesk tickets data

Use this template to automatically create and update Databox metrics when Zendesk tickets are closed/solved. The template will create two metrics - 'Closed Tickets' and 'Resolution Time', and two dimensions - 'Type' of the ticket and ticket 'Priority'.

Create JIRA Cloud Platform issues from new Zendesk tickets (with attachments)

Use this template to automatically create a JIRA Cloud Platform issue when a new Zendesk ticket is created (including attachments). The attachments have to be linked to the first ticket comment. Please note that you have to disable the secure downloads option in the Zendesk tickets settings (section Attachments).

Add new Zendesk tickets to ClickUp as tasks

Every time a new ticket is received in Zendesk, Make will automatically create a new task in a ClickUp list of your choice.

Create new LionDesk contacts from PipeDrive contacts

Every time a new PipeDrive contact is created, Make will automatically validate the email with ZeroBounce. If the email status is "valid", it will create a contact on LionDesk and send a Slack message. If the contact already exists it will send a Slack message.

Create tickets on Zendesk from new issues on JIRA

This integration watches JIRA for new issues, automatically retrieves it and creates tickets on Zendesk.