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Connect Instant Roofer and Zendesk Sell to unlock the power of automation

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Set up your first integration

Quickly connect Instant Roofer to Zendesk Sell with a Zapier template.

Our most popular template

Create new leads in Zendesk Sell for every new lead in Instant Roofer
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Instant Roofer + Zendesk Sell

Create new leads in Zendesk Sell for every new lead in Instant Roofer

Instant Roofer + Zendesk Sell

How Zapier works

Zapier makes it easy to integrate Instant Roofer with Zendesk Sell - no code necessary. See how you can get setup in minutes.

Select a trigger from Instant Roofer

A trigger is an event that starts your Zap and runs the workflow. For example, with Instant Roofer, a trigger could be "New Lead."

A trigger is the event that kicks off your automated workflow.

Setup an action from Zendesk Sell

An action is what takes place after the automation is triggered. For example, with Zendesk Sell, the action could be "Create Company."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Instant Roofer to Zendesk Sell

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Instant Roofer to Zendesk Sell integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Instant Roofer and Zendesk Sell to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Lead
Triggers when a roof replacement is requested.
Trigger
Instant
Try It
- Is Company?
Trigger
Polling
Try It
- Pipeline
- Stage
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
- Related to
Trigger
Polling
Try It

- Related to
Trigger
Polling
Try It
- Company
  Required
- Name
  Required
- Parent Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write

- Company
  Required
- First Name
- Last Name
- Title
- Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write
- Company
  Required
- Name
  Required
- Company
- Value
- Currency
- Hot
- Owner
- Pipeline
- Stage
- Source
- Tags
Action
Write
- Sequence
  Required
- Resource ID
  Required
- Related to
- Sequence Owner ID
Action
Write
- Company
  Required
- First Name
- Last Name
- Company Name
- Email
- Work Number
- Mobile Number
- Title
- Source
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Status
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write
- Name
  Required
- Description
- SKU
- Active
- Max Discount
- Max Markup
- Unit Cost
- Unit Cost Currency
- Placeholder
- Unit Price
  Required
- Currency
Action
Write
- Content
  Required
- Owner
- Due Date
- Alert
- Related to
Action
Write
- Company ID
- Company Name
- First Name
- Last Name
- Email
- Is Company?
Action
Search
- Company ID
- Company Name
Action
Search
- Company ID
- Company Name
- First Name
- Last Name
- Email
Action
Search
- Company ID
- Company Name
- Product SKU
Action
Search
- Company
  Required
- Stage Name
- Pipeline Name
Action
Search
- Company ID
- Company Name
- Email
- Name
  Required
- Parent Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Search or write
- Company ID
- Company Name
- Name
  Required
- Company
- Value
- Currency
- Hot
- Owner
- Pipeline
- Stage
- Source
- Tags
Action
Search or write
- Company ID
- Company Name
- Product SKU
- Name
  Required
- Description
- SKU
- Active
- Max Discount
- Max Markup
- Unit Cost
- Unit Cost Currency
- Placeholder
- Unit Price
  Required
- Currency
Action
Search or write

- Is Company?
Trigger
Polling
Try It
New Deal
Triggers when a new deal is created.
Trigger
Polling
Try It
Updated Deal
Triggers when an existing deal is updated.
Trigger
Polling
Try It
Updated Lead
Triggers when an existing lead is updated.
Trigger
Polling
Try It
New Product in Catalog
Triggers when a new product in catalog is created. Requires Sell Enterprise Plan or higher.
Trigger
Polling
Try It
- Name
  Required
- Parent Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write
- First Name
- Last Name
- Title
- Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write
- Name
  Required
- Company
- Value
- Currency
- Hot
- Owner
- Pipeline
- Stage
- Source
- Tags
Action
Write
- Resource ID
  Required
- Related to
- Sequence ID
Action
Write
- First Name
- Last Name
- Company Name
- Email
- Work Number
- Mobile Number
- Title
- Source
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Status
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write
- Content
  Required
- Related to
Action
Write
- Company
  Required
- Name
  Required
- Description
- SKU
- Active
- Max Discount
- Max Markup
- Unit Cost
- Unit Cost Currency
- Placeholder
- Unit Price
  Required
- Currency
Action
Write
- Company ID
- Company Name
- Email
Action
Search
- Company ID
- First Name
- Last Name
- Email
Action
Search
- Company
  Required
- Name
  Required
Action
Search
- Company
  Required
- Name
  Required
Action
Search
- Company ID
- Company Name
Action
Search
- Company
  Required
- Name
  Required
- Email
Action
Search
- Company ID
- First Name
- Last Name
- Email
- First Name
- Last Name
- Title
- Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Search or write
- Company ID
- Company Name
- First Name
- Last Name
- Email
- First Name
- Last Name
- Company Name
- Email
- Work Number
- Mobile Number
- Title
- Source
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Status
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Search or write

About Instant Roofer

Send your online roof replacement leads straight from Instant Roofer to your favorite CRM, Google Sheets, Email, and more.

Related categories

Business Intelligence

About Zendesk Sell

Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.

Related categories

CRM (Customer Relationship Management)

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