Connect Optix to Zendesk Sell and automate any workflow
![Optix](https://zapier-images.imgix.net/storage/services/145d2cf071be408f200281c1c6a30b55.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Optix](https://zapier-images.imgix.net/storage/services/145d2cf071be408f200281c1c6a30b55.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
![Zendesk Sell](https://zapier-images.imgix.net/storage/services/ca50307ec6e473caf0ec17101858adab.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Zendesk Sell](https://zapier-images.imgix.net/storage/services/ca50307ec6e473caf0ec17101858adab.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
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 Optix with Zendesk Sell - no code necessary. See how you can get setup in minutes.
Select a trigger from Optix
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from Zendesk Sell
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected Optix to Zendesk Sell
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect Optix 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
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect Optix 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.
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.
- OrganizationRequired
- EmailRequired
- First Name
- Last Name
- Password
- Phone Number
- Billing > Tax Number
- Billing > Street
- Billing > City
- Billing > Country
- Billing > ZIP / Postal Code
- Billing > Additional Notification Email
- Send Welcome Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Updated Deal
Triggers when an existing deal is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Updated Lead
Triggers when an existing lead is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Product in Catalog
Triggers when a new product in catalog is created. Requires Sell Enterprise Plan or higher.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - First Name
- Parent Company
- EmailRequired
- Phone Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First Name
- Last Name
- Title
- Company
- EmailRequired
- Phone Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First Name
- Company
- Value
- Currency
- Hot
- Owner
- Pipeline
- Stage
- Source
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Resource IDRequired
- Related to
- Sequence ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First Name
- Last Name
- Company Name
- EmailRequired
- Phone 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContentRequired
- Related to
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- First Name
- Description
- SKU
- Active
- Max Discount
- Max Markup
- Unit Cost
- Unit Cost Currency
- Placeholder
- Unit PriceRequired
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company ID
- Company Name
- Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company ID
- First Name
- Last Name
- Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- CompanyRequired
- First Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- CompanyRequired
- First Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company ID
- Company Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- CompanyRequired
- First Name
- EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company ID
- First Name
- Last Name
- Email
- First Name
- Last Name
- Title
- Company
- EmailRequired
- Phone Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Company ID
- Company Name
- First Name
- Last Name
- Email
- First Name
- Last Name
- Company Name
- EmailRequired
- Phone 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- OrganizationRequired
- Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- New Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - CompanyRequired
- First Name
- Parent Company
- EmailRequired
- Phone Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- First Name
- Last Name
- Title
- Company
- EmailRequired
- Phone Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- First Name
- Company
- Value
- Currency
- Hot
- Owner
- Pipeline
- Stage
- Source
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SequenceRequired
- Resource IDRequired
- Related to
- Sequence Owner ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- First Name
- Last Name
- Company Name
- EmailRequired
- Phone 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First Name
- Description
- SKU
- Active
- Max Discount
- Max Markup
- Unit Cost
- Unit Cost Currency
- Placeholder
- Unit PriceRequired
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContentRequired
- Owner
- Due Date
- Alert
- Related to
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company ID
- Company Name
- First Name
- Last Name
- Email
- Is Company?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company ID
- Company Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company ID
- Company Name
- First Name
- Last Name
- Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company ID
- Company Name
- Product SKU
ActionThis is an event a Zap performs.SearchFind existing data in your app- CompanyRequired
- Stage Name
- Pipeline Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company ID
- Company Name
- Email
- First Name
- Parent Company
- EmailRequired
- Phone Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Company ID
- Company Name
- First Name
- Company
- Value
- Currency
- Hot
- Owner
- Pipeline
- Stage
- Source
- Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Company ID
- Company Name
- Product SKU
- First Name
- Description
- SKU
- Active
- Max Discount
- Max Markup
- Unit Cost
- Unit Cost Currency
- Placeholder
- Unit PriceRequired
- Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found