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Zendesk Sell

In sales, speed is key.  The folks behind behavioral science have long been pushing data that supports this notion: every minute you wait to contact a potential buyer is a minute you waste. 

5 ways to automate your sales journey with Zendesk Sell

A smart way to drive business is to put a lead form on your site to collect leads. If you use WordPress then Gravity Forms is one of your best options for creating a lead form. With the Gravity Forms-Zendesk Sell integration you can also make sure those leads are easy to follow up with by creating new leads in Zendesk Sell automatically when someone fills out the form.

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

Gravity Forms

Triggers when the specified form is submitted.

Form Submission

Create Entry

Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.

Submit Form

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

New Contact

Triggers when an existing contact is updated.

Updated Contact

New Deal

Deal Enters New Stage

Triggers when an existing deal is updated.

Updated Deal

New Lead

Triggers when an existing lead is updated.

Updated Lead

New Note

Triggers when a new product in catalog is created. Requires Sell Enterprise Plan or higher.

New Product in Catalog

New Task

Finds a company by Company ID, name or email address.

Find Company

Finds a contact by Contact ID, name or email address.

Find Contact

Finds a person by Person ID, name or email address.

Find Person

Find Deal

Find Deal Source

Finds a lead by ID, company name, name or email address.

Find Lead

Find Lead Source

Finds a product by ID, name or SKU. Requires Sell Enterprise Plan or higher.

Find Product in Catalog

Finds a sequence by Sequence ID or name. Requires Reach add-on.

Find Sequence

Find Deal Stage

Find User

Finds a company by Company ID, name or email address. Optionally, create one if none are found.

Find or Create Company

Finds a contact by Contact ID, name or email address. Optionally, create one if none are found.

Find or Create Person

Finds a deal by Deal ID or name. Optionally, create one if none are found.

Find or Create Deal

Finds a lead by ID, company name, name or email address. Optionally, create one if none are found.

Find or Create Lead

Finds a product by ID, name or SKU. Optionally, create one if none are found. Requires Sell Enterprise Plan or higher.

Find or Create Product in Catalog

Create Company

Update Company

Create Person

Update Person

Create Deal

Update Deal

Stops sequence enrollments for a given lead.

Stop Sequence Enrollments

Creates a sequence enrollment for a given lead. Requires Reach add-on.

Create Sequence Enrollment

Create Lead

Update Lead

Creates a new note for an existing lead, contact or deal.

Create Note

Creates a new product in catalog. Requires Sell Enterprise Plan or higher.

Create Product in Catalog

Updates an existing product in catalog. Requires Sell Enterprise Plan or higher.

Update Product in Catalog

Create Task

Create Zendesk Sell leads from new Gravity Forms submissions

Stop wasting time and kick off your projects with a bang — as soon as the information for a new deal is added as an entry to your Gravity Forms, this Gravity Forms Zendesk Sell integration will add a new deal on Zendesk Sell (once you complete setting it up). Let Zapier handle the tedious copy and pasting, and jump right in to your workflow!

Create deals on Zendesk Sell for new Gravity Forms entries

If you've got a lot of new form submissions coming in, tracking and following up with each can quickly get overwhelming. Take a load off with this Typeform-Zendesk Sell integration; once you set it up, any new Typeform entry you receive will automatically create a new lead for you in Zendesk Sell.

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

Typeform

New Entry

Retrieves ALL file(s) of a given form that are uploaded as part of form submission.

Retrieve ALL Files

Lookup Responses

Create an Empty Form

Duplicates an Existing Form

Update Dropdown, Multiple Choice or Ranking Question Options

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Add Zendesk Sell leads from new Typeform entries

A common way to generate leads for a business is through a form on your website and then use a CRM like Zendesk Sell to manage those leads. This Wufoo Zendesk Sell integration makes it a breeze to create leads in Zendesk Sell automatically from your new web form leads.

Wufoo is an easy way to create and manage HTML forms.

Wufoo

Triggers when someone fills out your form. This is a slow version wherein we check periodically for new entries.

New Entry (poll)

Triggers when a new field is added to a form.

New Field

New Form

Triggers when someone fills out your form instantly using webhooks (but you will need to create the webhooks manually).

Triggers when someone fills out your form.

New Subscription Entry

Find a form submission by a field and its value.

Find a Submission

Creates a new entry in Wufoo for a form and data you select (except not files).

Create Entry (Legacy)

Creates a new entry in Wufoo for a form and data you select.

Create Zendesk Sell leads from new Wufoo entries

Facebook Lead Ads makes it easy for you to capture interested leads, but are you tired of manually uploading them to Zendesk Sell? Once you configure this integration, Zapier will automate that process for you, adding new leads to Zendesk Sell while you focus on more important tasks.

Facebook lead ads make signing up for business information easy for people and more valuable for businesses. The Facebook lead ad app is useful for marketers who want to automate actions on their leads.

Facebook Lead Ads

Add new Facebook Lead Ads leads to Zendesk Sell

Want all your Zendesk Sell contacts to be added to Google Contacts as well?  Now you can with this Zendesk Sell Google Contacts integration.  Zapier will automatically take new contacts in Zendesk Sell and send them to Google Contacts.

Google Contacts, the address book built into Gmail, lets you keep track of all your contacts, see when you last interacted with them, and more.

Google Contacts

Triggers when a contact is created or updated.

New or Updated Contact

New Group

Finds a contact by name, email, or phone number.

Find or Create Contact

Add Contact to Groups

Create Contact

Update Contact

Create Group

Uploads a profile photo to an existing contact.

Upload Contact Photo

Send new Zendesk Sell contacts to Google Contacts

Spread the good news the minute it happens and let your team on Slack know you've just won a new deal! Once you set up this Slack integration with Zendesk Sell, every new deal you win will automatically send a message on Slack, so everyone can celebrate together!

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Slack

Triggers when a new message is posted to any public channel.

New Public Message Posted Anywhere

New Channel

Triggers when a new message is posted to a specific #channel you choose.

New Message Posted to Channel

Triggers when a custom emoji has been added to a team.

New Team Custom Emoji

Triggers when a new file is uploaded to your workspace.

New File

Triggers when a username or highlight word is mentioned in a public #channel.

New Mention

Triggers when a new message is found that matches the query.

New Message From Query

Triggers when a new message is posted to a specific #private-channel or multi-dm.

New Message Posted to Private Channel

Triggers when a Message is pushed from Slack.

New Pushed Message

Triggers when a reaction (aka reactji) is added to a message in a public #channel.

New Reaction Added

New Saved Message

Triggers when a new Slack user is created / first joins your org.

New User

Finds a Slack message using the Slack Search feature.

Find Message

Finds a user by matching against their email instead of their username.

Find User by Email

Find User by ID

Finds a user by matching against their real name instead of their username.

Find User by Name

Find User by Username

Adds a reminder for yourself or a teammate, just like the `/remind` slash command.

Add Reminder

Invite an existing User to an existing Channel. You must be a member of the channel to invite someone to it.

Invite User to Channel

Posts a message to the specific #channel you choose. Message delivery can be scheduled for later.

Send Channel Message

Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.

Send Direct Message

Create Channel

Post a new message to a private channel you choose. Can also schedule a message for later.

Send Private Channel Message

Set Channel Topic

Update basic profile fields such as name or title

Update Profile

Sets your Slack status to the given text and emoji.

Set Status

Invite a new User to your Slack workspace. Uses legacy tokens.

Invite New User

Get Slack messages with new Zendesk Sell deals

If you have tasks associated with Zendesk Sell deals, you need to know when a change happens. Set up this integration to get a Slack message when a Zendesk Sell deal changes from, say, Qualified to Quote. You choose the channel where the notification will go; we'll make sure it gets there.

Notify a Slack channel when Zendesk Sell deals enter new stages

Having trouble keeping everyone updated on upcoming work from your sales pipeline? This useful Zendesk Sell-Slack integration can boost the effectiveness of your Zendesk Sell-Slack ecosystem by automatically sending a message on Slack every time a new deal is added to Zendesk Sell.

Get Slack messages for new Zendesk Sell deals

Looking for the best way to get started once you win a deal on Zendesk Sell? This Zendesk Sell-Trello integration will help speed things up by automatically creating cards for you on Trello for every Zendesk Sell deal you mark as won. Set it up, and get to work!

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.

Trello

New Board

New Card

Triggers when a Card is archived in Trello.

New Card Archived

Triggers when a Comment is added to a Card in Trello.

New Comment in Card

Triggers when there is activity in Trello.

New Activity

Triggers when a Card is moved to a List in Trello, [inside the same Board](https://zapier.com/apps/trello/help#common-problems-trello#not-triggering-on-card-moved-to-list-when-a-card-is-moved-from-another-board).

5 ways to automate your sales journey with Zendesk Sell

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