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Integrate OneLocal LocalReferrals with Zendesk Sell to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

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

Select a trigger from OneLocal LocalReferrals

A trigger is an event that starts your Zap and runs the workflow. For example, with OneLocal LocalReferrals, a trigger could be "New Referral."

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 OneLocal LocalReferrals 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

Set up your first integration

Quickly connect OneLocal LocalReferrals to Zendesk Sell with a Zapier template.

Our most popular template

Create Zendesk Sell leads from new LocalReferrals referrals
Details
Try it
OneLocal LocalReferrals + Zendesk Sell
Add Zendesk Sell contact notes from new LocalReferrals referrals
Details
Try it
OneLocal LocalReferrals + Zendesk Sell
Send LocalReferrals advocate invites when Zendesk Sell deals move to a new stage
Details
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Zendesk Sell + OneLocal LocalReferrals

Create Zendesk Sell leads from new LocalReferrals referrals

OneLocal LocalReferrals + Zendesk Sell

Add Zendesk Sell contact notes from new LocalReferrals referrals

OneLocal LocalReferrals + Zendesk Sell

Send LocalReferrals advocate invites when Zendesk Sell deals move to a new stage

Zendesk Sell + OneLocal LocalReferrals

Make work flow with AI

Level up your OneLocal LocalReferrals 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

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect OneLocal LocalReferrals 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.

Connect OneLocal LocalReferrals and Zendesk Sell to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

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 Referral
Triggers when a new referral is created.
Trigger
Scheduled
Try It
- Name
- Mobile Phone
- Email
  Required
- Preferred Delivery Method
  Required
- Send Invite Message
- Choose Template
Action
Write
- Advocate Email
  Required
- Friend Name
  Required
- Friend Email
  Required
- Friend Mobile Phone
- Preferred Delivery Method
  Required
- Send Invite Message
Action
Write
- Is Company?
Trigger
Scheduled
Try It
- Pipeline
- Stage
Trigger
Scheduled
Try It

New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
- Related to
Trigger
Scheduled
Try It

- Related to
Trigger
Scheduled
Try It
- Company
  Required
- Name
- Parent Company
- Email
  Required
- Mobile Phone
- 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
  Required
- Mobile Phone
- 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
- 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
  Required
- Mobile Phone
- 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
- 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
- Parent Company
- Email
  Required
- Mobile Phone
- 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
- Company
- Value
- Currency
- Hot
- Owner
- Pipeline
- Stage
- Source
- Tags
Action
Search or write
- Company ID
- Company Name
- Product SKU
- Name
- Description
- SKU
- Active
- Max Discount
- Max Markup
- Unit Cost
- Unit Cost Currency
- Placeholder
- Unit Price
  Required
- Currency
Action
Search or write

- Name
- Email
  Required
- Mobile Phone
Action
Write
- Advocate Name
  Required
- Advocate Email
  Required
- Advocate Mobile Phone
- Friend Name
  Required
- Friend Email
  Required
- Friend Mobile Phone
- Set the service date to confirm the referral.
- Choose delay for granting the reward after the service date.
- Referral Notes
Action
Write
- Is Company?
Trigger
Scheduled
Try It
New Deal
Triggers when a new deal is created.
Trigger
Scheduled
Try It
Updated Deal
Triggers when an existing deal is updated.
Trigger
Scheduled
Try It
Updated Lead
Triggers when an existing lead is updated.
Trigger
Scheduled
Try It
New Product in Catalog
Triggers when a new product in catalog is created. Requires Sell Enterprise Plan or higher.
Trigger
Scheduled
Try It
- Name
- Parent Company
- Email
  Required
- Mobile Phone
- 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
  Required
- Mobile Phone
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write
- Name
- 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
  Required
- Mobile Phone
- 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
- 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
Action
Search
- Company
  Required
- Name
Action
Search
- Company ID
- Company Name
Action
Search
- Company
  Required
- Name
- Email
  Required
Action
Search
- Company ID
- First Name
- Last Name
- Email
- First Name
- Last Name
- Title
- Company
- Email
  Required
- Mobile Phone
- 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
  Required
- Mobile Phone
- 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

Learn how to automate OneLocal LocalReferrals on the Zapier blog

Learn how to automate Zendesk Sell on the Zapier blog

About OneLocal LocalReferrals

LocalReferrals by OneLocal allows you to create a fully customized referral program so you can generate more business from your customers.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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)

Similar apps

Zoho CRM

CRM (Customer Relationship Management), Zoho

Nutshell

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Connect OneLocal LocalReferrals to Zendesk Sell on the world's largest no-code automation platform

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