Customer 360 Enrichment
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.
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.
Prerequisites: Connect Zendesk, Hubspot before adding this recipe. See Integrations.
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.
Parameters
This recipe has no configurable parameters — connect the required integrations and it runs as shipped.
Blocks used
Every block in this recipe, linked to its reference page where one exists:
| Block | Type | What it does |
|---|---|---|
| Webhook | trigger/webhook | Trigger workflow via HTTP webhook |
| Get Ticket Context | zendesk/get-ticket-context | Get complete ticket context (ticket, conversation, customer, assignee, organization) optimized for AI |
| Get User | zendesk/get-user | Fetch a Zendesk user by ID |
| Get User Tickets | zendesk/get-user-tickets | Get ticket history for a customer |
| Get Organization | zendesk/get-organization | Get organization details for B2B context |
| Search Contacts | hubspot/search-contacts | Search HubSpot contacts |
| Generate Text | ai/generate-text | Generate text using AI models |
| Add Comment / Reply | zendesk/add-comment | Add a public reply or internal note to a ticket |
| Add Tags | zendesk/add-tags | Add tags to a ticket for classification and tracking |
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
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
Sentiment-Driven Routing
Analyze ticket sentiment, classify intent with AI, then route to specialized handling: human review for refunds, Linear issues for bugs, and auto-tagging for everything else.
Brand Settings
Configure the voice, tone, language, and guidelines Stylo applies to every AI-generated response.