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Graham D Robson
Joined Oct 06, 2023
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Last activity Sep 12, 2024
Founder at Cloudset
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Latest activity by Graham D Robson
Graham D Robson commented,
Hi Joel - Your use case is familiar.
As a suggestion, perhaps consider Flowset to meet this need. Flowset can replace the use of Zendesk Macro's to support two levels of data-driven comment insertions:
- The section - based on Zendesk data fields
- The construction - to capture and insert macro variables
Please feel free to contact us so we can discuss this and show you how it can be achieved and the efficiency benefits it can bring.
View comment · Posted Sep 12, 2024 · Graham D Robson
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Graham D Robson commented,
Thanks James
I'm very happy to confirm that we are seeing the glory of a full merge on POD29 :-)
One behaviour I spotted was that the UI was lagging and possibly needed some poking with refreshes. After the merge, no transferred tickets or users appeared to be listed As per the count's indicator, but after a short while, it all caught up. I mention for the super keen to see it working audience here :-)
Many Thanks to the Zendesk Team - this truly opens up a lot here; we'll be able to start cleaning up data duplicates and syncing data across systems.
Thanks, Graham
View comment · Posted Feb 21, 2024 · Graham D Robson
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Graham D Robson commented,
Thanks James - Thanks for confirming it is a full delete on merge. I'll pursue with Hubspot.
View comment · Posted Feb 20, 2024 · Graham D Robson
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Graham D Robson commented,
We are testing out the Hubspot integration has with Zendesk (not Zendesks).
Not sure if this is a Zendesk or Hubspot issue, but it appears that the merged Organization may be marked as deleted, but may still exist via the API?
The Hubspot integration picked up a duplicate Organization. If we delete a duplicated Organisation, all is fine. However, if we merge an orgnaization, the Hubspot integration still complains that there is a duplicate object.
Hubspot has some specific support for re-syncing Zendesk delete objects, but its greyed out and saying there of no deleted records detected.
Can Zendesk advise?
Thanks, Graham
View comment · Posted Feb 17, 2024 · Graham D Robson
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Graham D Robson commented,
Hi Justin,
This isn't possible with native Zendesk, but it is possible with our Formset App, available from the Zendesk Marketplace.
Here is a simple example. A master list of O/S is subsetted into only exposing valid option values from a driving field selection.
Feel free to take out a FREE 30 day trial and, of course, reach out to us at support@cloudset.net.
View comment · Posted Oct 06, 2023 · Graham D Robson
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