Brief + Zendesk Sell Integrations

How to connect Brief + Zendesk Sell

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Supported triggers and actions

What does this mean?

- Project nameRequired
- Task titleRequired
- Task details
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
- NameRequired
- Parent Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
  Specify the name of a tag which will be assigned to the company.
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
  Zendesk Sell User that the contact should be assigned to.
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write

- First Name
  First name of the person.
- Last NameRequired
  Last name of the person.
- Title
- Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
  Specify the name of a tag which will be assigned to the person.
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
  Zendesk Sell User that the contact should be assigned to.
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write
- NameRequired
- Primary ContactRequired
  Choose a primary contact which will be assigned to the deal.
- Value
  Value of the new deal. Should be a number.
- Currency
- Hot
  Mark this deal as a hot deal.
- Owner
  Zendesk Sell User that the deal should be assigned to.
- Pipeline
- Stage
- Source
  Where this deal is coming from?
- Tags
  Specify the name of a tag which will be assigned to the deal.
Action
Write
- Resource IDRequired
- Resource TypeRequired
- Sequence ID
  If you leave it blank, this will stop all currently active sequences for that object.
Action
Write
- First Name
- Last Name
- Company Name
- Email
- Work Number
- Mobile Number
- Title
- Source
  Where this lead is coming from?
- Industry
- Tags
  Specify the name of a tag which will be assigned to the lead.
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Status
  Name of the status of the new lead.
- Owner
  Zendesk Sell User that the lead should be assigned to.
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write
- ContentRequired
- Related toRequired
  Note must be related to a lead, person, company or deal
Action
Write
- ProductRequired
- NameRequired
- Description
- SKU
- Active
  Indicator of whether or not the product can be added to a deal.
- Max Discount
  Maximum discount (0-100) that can be applied to the product, e.g. put 20 if it's 20%.
- Max Markup
  Maximum markup that can be applied to the product, e.g. put 10 if it's 10%.
- Unit Cost
  Cost of the product. Visible only to account administrators.
- Unit Cost Currency
  Currency of the product cost, specified in 3-character currency code (ISO4217) format. Visible only to account administrators.
- Placeholder
  Need multiple prices for different currencies? Read more about Zapier Line Items.
- Unit PriceRequired
- CurrencyRequired
Action
Write
- Company ID
- Company Name
- Email
Action
Search
- Person ID
- First Name
- Last Name
- Email
Action
Search
- Source ID
- Source Name
Action
Search
- Source ID
- Source Name
Action
Search
- Sequence ID
- Sequence Name
Action
Search
- User ID
- Full Name
- Email
Action
Search
- Person ID
- First Name
- Last Name
- Email
- First Name
  First name of the person.
- Last NameRequired
  Last name of the person.
- Title
- Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
  Specify the name of a tag which will be assigned to the person.
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
  Zendesk Sell User that the contact should be assigned to.
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Search or write
- Lead ID
- Company Name
- First Name
- Last Name
- Email
- First Name
- Last Name
- Company Name
- Email
- Work Number
- Mobile Number
- Title
- Source
  Where this lead is coming from?
- Industry
- Tags
  Specify the name of a tag which will be assigned to the lead.
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Status
  Name of the status of the new lead.
- Owner
  Zendesk Sell User that the lead should be assigned to.
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Search or write

- Group NameRequired
- Message textRequired
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
- CompanyRequired
- Name
- Parent Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
  Specify the name of a tag which will be assigned to the company. Existing tags are kept.
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
  Zendesk Sell User that the contact should be assigned to.
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write
- PersonRequired
- First Name
  First name of the person.
- Last Name
  Last name of the person.
- Title
- Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
  Specify the name of a tag which will be assigned to the person. Existing tags are kept.
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
  Zendesk Sell User that the contact should be assigned to.
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write
- DealRequired
- Name
- Primary Contact
  Choose a primary contact which will be assigned to the deal.
- Value
  Value of the new deal. Should be a number.
- Currency
- Hot
  Mark this deal as a hot deal.
- Owner
  Zendesk Sell User that the deal should be assigned to.
- Pipeline
- Stage
- Source
  Where this deal is coming from?
- Tags
  Specify the name of a tag which will be assigned to the deal. Existing tags are kept.
Action
Write
- SequenceRequired
- Resource IDRequired
  Zendesk Sell Lead that will be enrolled.
- Resource TypeRequired
- Sequence Owner ID
  That will be the user that emails will be sent by and tasks will be created for.
Action
Write
- LeadRequired
- First Name
- Last Name
- Company Name
- Email
- Work Number
- Mobile Number
- Title
- Source
  Where this lead is coming from?
- Industry
- Tags
  Specify the name of a tag which will be assigned to the lead. Existing tags are kept.
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Status
  Name of the status of the new lead.
- Owner
  Zendesk Sell User that the lead should be assigned to.
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write
- NameRequired
- Description
- SKU
- Active
  Indicator of whether or not the product can be added to a deal.
- Max Discount
  Maximum discount (0-100) that can be applied to the product, e.g. put 20 if it's 20%.
- Max Markup
  Maximum markup that can be applied to the product, e.g. put 10 if it's 10%.
- Unit Cost
  Cost of the product. Visible only to account administrators.
- Unit Cost Currency
  Currency of the product cost, specified in 3-character currency code (ISO4217) format. Visible only to account administrators.
- Placeholder
  Need multiple prices for different currencies? Read more about Zapier Line Items.
- Unit PriceRequired
- CurrencyRequired
Action
Write
- Task ContentRequired
- Owner
  Zendesk Sell User that the task should be assigned to.
- Due Date
- Alert
  Date and time that Zendesk Sell should send owner of the task a reminder.
- Related to
  Leave blank for task not related to any lead, contact or deal.
Action
Write
- Contact ID
- Name
- First Name
- Last Name
- Email
- Is Company?
Action
Search
- Deal ID
- Deal Name
Action
Search
- Lead ID
- Company Name
- First Name
- Last Name
- Email
Action
Search
- Product ID
- Product Name
- Product SKU
Action
Search
- Stage ID
  Provide either Stage ID or Stage Name.
- Stage Name
  Provide either Stage ID or Stage Name.
- Pipeline Name
Action
Search
- Company ID
- Company Name
- Email
- NameRequired
- Parent Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
  Specify the name of a tag which will be assigned to the company.
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
  Zendesk Sell User that the contact should be assigned to.
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Search or write
- Deal ID
- Deal Name
- NameRequired
- Primary ContactRequired
  Choose a primary contact which will be assigned to the deal.
- Value
  Value of the new deal. Should be a number.
- Currency
- Hot
  Mark this deal as a hot deal.
- Owner
  Zendesk Sell User that the deal should be assigned to.
- Pipeline
- Stage
- Source
  Where this deal is coming from?
- Tags
  Specify the name of a tag which will be assigned to the deal.
Action
Search or write
- Product ID
- Product Name
- Product SKU
- NameRequired
- Description
- SKU
- Active
  Indicator of whether or not the product can be added to a deal.
- Max Discount
  Maximum discount (0-100) that can be applied to the product, e.g. put 20 if it's 20%.
- Max Markup
  Maximum markup that can be applied to the product, e.g. put 10 if it's 10%.
- Unit Cost
  Cost of the product. Visible only to account administrators.
- Unit Cost Currency
  Currency of the product cost, specified in 3-character currency code (ISO4217) format. Visible only to account administrators.
- Placeholder
  Need multiple prices for different currencies? Read more about Zapier Line Items.
- Unit PriceRequired
- CurrencyRequired
Action
Search or write

How Brief + Zendesk Sell Integrations Work

Step 1: Authenticate Brief and Zendesk Sell.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Brief + Zendesk Sell

About Brief

Brief is a team collaboration tool enabling team members to prioritize and focus on important tasks while minimizing distractions.

Related categories

Team Collaboration

About Zendesk Sell

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

Learn more

Related categories

CRM (Customer Relationship Management)

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Brief + Zendesk Sell Integrations

How to connect Brief + Zendesk Sell

Connect your apps and automate workflows

Create Task

Task titleRequired

Task details

New Contact

Is Company?

New Deal

Updated Deal

Updated Lead

New Product in Catalog

Create Company

NameRequired

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

Create Person

First Name

Last NameRequired

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

Create Deal

NameRequired

Primary ContactRequired

Value

Currency

Hot

Owner

Pipeline

Stage

Source

Tags

Stop Sequence Enrollments

Resource IDRequired

Resource TypeRequired

Sequence ID

Create Lead

First Name

Last Name

Company Name

Email

Work Number

Mobile Number

Title

Source