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Capsule CRM + Zendesk Sell

Update Zendesk Sell leads when new or updated opportunities arise in Capsule CRM

Keep your sales pipeline up to date with this efficient workflow between Capsule CRM and Zendesk Sell. Whenever a new or updated opportunity arises in Capsule CRM, the corresponding lead in Zendesk Sell will be updated as well, ensuring your team is always working with the latest information. This automation saves time and helps maintain an organized and accurate database, freeing your team to focus on closing deals.

Keep your sales pipeline up to date with this efficient workflow between Capsule CRM and Zendesk Sell. Whenever a new or updated opportunity arises in Capsule CRM, the corresponding lead in Zendesk Sell will be updated as well, ensuring your team is always working with the latest information. This automation saves time and helps maintain an organized and accurate database, freeing your team to focus on closing deals.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    Zendesk SellZendesk Sell
    Update Lead

    Updates an existing lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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zendesk-sell logo
zendesk-sell logo

About Zendesk Sell

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

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