[ Sales and CRM ]
Zendesk-sell integration for your workflows.
Connect Zendesk-sell to Collabase once and use 12 actions and 8 triggers in your workflows. No code needed, hosted in Switzerland.
Zendesk-sell in Collabase
Connect Zendesk-sell to Collabase once and use 12 actions and 8 triggers in your workflows. No code needed, hosted in Switzerland.
[ About the service ]
Sales CRM for pipeline management, lead tracking, and contact organization.
How to connect it
- Open the integrations in the workspace settings.
- Choose Zendesk-sell and connect your account.
- Add a trigger or an action to the workflow.
- Log in to your Zendesk Sell account.
- Go to Settings > Integrations > APIs.
- If no token is active, click Add API Token.
- Copy the API Token.
Zendesk-sell triggers
| Name | Description | Fields |
|---|---|---|
| New ContactChecks at intervals | Fires when a new contact is created in Zendesk Sell (polls for new records). | 0 |
| New LeadChecks at intervals | Fires when a new lead is created (polls for new records). | 0 |
| New DealChecks at intervals | Fires when a new deal is created (polls for new records). | 0 |
| Updated LeadChecks at intervals | Fires when an existing lead record is updated (polls for updates). | 0 |
| Updated ContactChecks at intervals | Fires when an existing contact is updated (polls for updates). | 0 |
| Updated DealChecks at intervals | Fires when an existing deal is modified (polls for updates). | 0 |
| Deal Enters New StageChecks at intervals | Fires when a deal transitions into a specified pipeline stage by polling for updates. |
|
| New NoteChecks at intervals | Fires when a new note is added to a record (lead, contact, deal) (polls for new records). | 0 |
Zendesk-sell actions
| Name | Description | Fields |
|---|---|---|
| Create Contact | Create a new contact. |
+ 5
|
| Create Lead | Create a new lead record. |
+ 8
|
| Create Deal | Create a new deal under an existing contact. |
+ 5
|
| Update Contact | Update fields of an existing contact. |
+ 6
|
| Update Deal | Update fields of an existing deal. |
+ 7
|
| Create Note | Add a note to a deal, lead, or contact. |
|
| Find Deal | Look up a deal by ID or name. |
|
| Find Contact | Find a contact by email, name, or other identifier. |
|
| Find Lead | Find a lead by one or more fields. |
+ 2
|
| Find Company | Finds a company (organization contact) by name, email, or phone. |
|
| Find User | Finds a user by ID, email, name, or status. |
|
| Custom API Call | Make a custom API call to a specific endpoint |
+ 3
|
[ Sales and CRM ]
Related integrations
Tools that often share a workflow.
Questions about Zendesk-sell
What can I automate with Zendesk-sell in Collabase?
Zendesk-sell brings 12 actions and 8 triggers, for example Create Contact, Create Lead, Create Deal, Update Contact and 8 more. You combine them in a workflow without code and mix them with every other integration.
How do I connect Zendesk-sell to Collabase?
You open the integrations in the workspace settings, choose Zendesk-sell and connect your account once, using custom credentials. After that all triggers and actions are available in the workflow.
Can Zendesk-sell start a workflow?
Yes. Zendesk-sell provides 8 triggers, for example New Contact, New Lead, New Deal and 5 more. The workflow runs as soon as the event happens.
Does the Zendesk-sell integration cost extra?
No. All integrations are included in every licence, in the Isolated Cloud and in Self-Hosted operation. There is no module price.
Test it against your own content. A proof of concept is ready within days.
We set up an instance with your content and you test it against real workflows. In a first conversation we clarify scope, operating model and timing.