Zendesk Sell and Zapier connect to automate your sales work. You can trigger actions when new leads or deals are created and create contacts or notes.
Prerequisites
To use the Zendesk Sell app on Zapier, you must have:
- A Zendesk Sell Growth plan or higher.
- API access enabled within your Zendesk Sells account. This needs to be done by your administrator.
- Appropriate user permissions within Zendesk Sell to interact with relevant records (e.g., Leads, Contacts, Deals). The permissions needed will vary depending on the specific action you choose in Zapier.
Connect Zendesk Sell to Zapier
To create an app connection to Zendesk Sell on Zapier:
- Go to the Apps page.
- Click + Add connection.
- A new dialog box will appear. Search for and select Zendesk Sell.
- Click Add connection.
- A new browser tab or window will open.
- Log into Zendesk Sell to authenticate.
- Grant Zapier permission to access your account if prompted to.
Your Zendesk Sell account is now successfully connected to Zapier.
About Zendesk Sell's app
Triggers, searches, and actions
Triggers
- New Contact - Triggers when a new contact is created. (Polling)
- New Deal - Triggers when a new deal is created. (Polling)
- Updated Deal - Triggers when an existing deal is updated. (Polling)
- Updated Lead - Triggers when an existing lead is updated. (Polling)
- New Product in Catalog - Triggers when a new product in catalog is created. Requires Sell Enterprise Plan or higher. (Polling)
- Updated Contact - Triggers when an existing contact is updated. (Polling)
- Deal Enters New Stage - Triggers when a deal enters a new stage. (Polling)
- New Lead - Triggers when a new lead is created. (Polling)
- New Note - Triggers when a new note is created. (Polling)
- New Task - Triggers when a new task is created. (Polling)
Searches
- Find Company - Finds a company by Company ID, name or email address.
- Find Person - Finds a person by Person ID, name or email address.
- Find Deal Source - Finds a deal source by ID or name.
- Find Lead Source - Finds a lead source by ID or name.
- Find Sequence - Finds a sequence by Sequence ID or name. Requires Reach add-on.
- Find User - Finds a user by ID, email or name.
- Find Contact - Finds a contact by Contact ID, name or email address.
- Find Deal - Finds a deal by Deal ID or name.
- Find Lead - Finds a lead by ID, company name, name or email address.
- Find Product in Catalog - Finds a product by ID, name or SKU. Requires Sell Enterprise Plan or higher.
- Find Deal Stage - Finds a deal stage by ID or name.
Actions
- Create Company - Creates a new company.
- Create Person - Creates a new person.
- Create Deal - Creates a new deal.
- Stop Sequence Enrollments - Stops sequence enrollments for a given lead.
- Create Lead - Creates a new lead.
- Create Note - Creates a new note for an existing lead, contact or deal.
- Update Product in Catalog - Updates an existing product in catalog. Requires Sell Enterprise Plan or higher.
- Update Company - Updates an existing company.
- Update Person - Updates an existing person.
- Update Deal - Updates an existing deal.
- Create Sequence Enrollment - Creates a sequence enrollment for a given lead. Requires Reach add-on.
- Update Lead - Updates an existing lead.
- Create Product in Catalog - Creates a new product in catalog. Requires Sell Enterprise Plan or higher.
- Create Task - Creates a new task.
- Find or Create Person - Finds a contact by Contact ID, name or email address. Optionally, create one if none are found.
- Find or Create Lead - Finds a lead by ID, company name, name or email address. Optionally, create one if none are found.
- Find or Create Company - Finds a company by Company ID, name or email address. Optionally, create one if none are found.
Limitations
- API requests are limited to 36,000 requests per hour (10 requests per token per second).
- When rate limits are exceeded, requests will receive a 429 Too Many Requests response code until the reset time is reached.
- Zendesk Sell sends up to 500 contacts at a time, so if more contacts are added between Zap runs, they'll be missed.
Templates
View all of Zendesk Sell's templates.