# Customer 360 Enrichment
URL: /recipes/customer-360-enrichment
Type: howto
Description: When a new ticket arrives, pull the customer's full context from Zendesk and HubSpot, then use AI to generate a comprehensive summary posted as an internal note.
Keywords: customer 360 enrichment, customer-360-enrichment, recipe, workflow template, workflow builder, zendesk, hubspot
When a new ticket arrives, pull the customer's full context from Zendesk and HubSpot, then use AI to generate a comprehensive summary posted as an internal note.

<Callout type="info">
  **Prerequisites:** Connect **Zendesk**, **Hubspot** before adding this recipe. See [Integrations](/integrations).
</Callout>

How it works [#how-it-works]

Each box is a block; arrows show the order Stylo runs them, and branch labels show the path taken on each outcome.

<Mermaid
  chart="flowchart TD
  trigger[&#x22;New Ticket&#x22;]
  get_ticket[&#x22;Get Ticket&#x22;]
  get_user[&#x22;Get User&#x22;]
  get_user_tickets[&#x22;Recent Tickets&#x22;]
  get_org[&#x22;Get Organization&#x22;]
  search_hubspot[&#x22;Search HubSpot&#x22;]
  generate_summary[&#x22;Generate 360 Summary&#x22;]
  post_note[&#x22;Post 360 Briefing&#x22;]
  tag_enriched[&#x22;Tag Enriched&#x22;]
  trigger --> get_ticket
  get_ticket --> get_user
  get_user --> get_user_tickets
  get_user_tickets --> get_org
  get_org --> search_hubspot
  search_hubspot --> generate_summary
  generate_summary --> post_note
  post_note --> tag_enriched"
/>

Parameters [#parameters]

This recipe has no configurable parameters — connect the required integrations and it runs as shipped.

Blocks used [#blocks-used]

Every block in this recipe, linked to its reference page where one exists:

| Block                                                              | Type                         | What it does                                                                                          |
| ------------------------------------------------------------------ | ---------------------------- | ----------------------------------------------------------------------------------------------------- |
| [Webhook](/reference/blocks/trigger-webhook)                       | `trigger/webhook`            | Trigger workflow via HTTP webhook                                                                     |
| [Get Ticket Context](/reference/blocks/zendesk-get-ticket-context) | `zendesk/get-ticket-context` | Get complete ticket context (ticket, conversation, customer, assignee, organization) optimized for AI |
| [Get User](/reference/blocks/zendesk-get-user)                     | `zendesk/get-user`           | Fetch a Zendesk user by ID                                                                            |
| [Get User Tickets](/reference/blocks/zendesk-get-user-tickets)     | `zendesk/get-user-tickets`   | Get ticket history for a customer                                                                     |
| [Get Organization](/reference/blocks/zendesk-get-organization)     | `zendesk/get-organization`   | Get organization details for B2B context                                                              |
| [Search Contacts](/reference/blocks/hubspot-search-contacts)       | `hubspot/search-contacts`    | Search HubSpot contacts                                                                               |
| [Generate Text](/reference/blocks/ai-generate-text)                | `ai/generate-text`           | Generate text using AI models                                                                         |
| [Add Comment / Reply](/reference/blocks/zendesk-add-comment)       | `zendesk/add-comment`        | Add a public reply or internal note to a ticket                                                       |
| [Add Tags](/reference/blocks/zendesk-add-tags)                     | `zendesk/add-tags`           | Add tags to a ticket for classification and tracking                                                  |

When to use it [#when-to-use-it]

Use this to give agents full context the moment a ticket arrives. It pulls the customer's history from Zendesk and HubSpot, then posts an AI-written summary as an internal note so the agent starts informed.

Adapt it [#adapt-it]

This recipe is a starting point. To fit it to your workspace:

* Edit the summary generation prompt to highlight the facts your agents care about most.
* Swap the **HubSpot** lookup for a different CRM block if you don't use HubSpot.
* Change the **Add Comment** block to post the summary publicly instead of as an internal note, if that fits your workflow.

Related [#related]

* [All recipes](/recipes)
* [Workflow blocks reference](/reference/blocks)
* [Workflow Builder overview](/workflow-builder-overview)
* [Integrations](/integrations)