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Capsule CRM + Zendesk Sell

Create Zendesk Sell deals from new or updated Capsule CRM opportunities

Stay on top of your sales process by seamlessly managing opportunities across Capsule CRM and Zendesk Sell. With this workflow, whenever a new or updated opportunity occurs in Capsule CRM, a corresponding deal will be created in Zendesk Sell, ensuring that your sales data is always up to date and consistent between both platforms. This automation streamlines your sales pipeline, saving you time and minimizing manual data entry errors.

Stay on top of your sales process by seamlessly managing opportunities across Capsule CRM and Zendesk Sell. With this workflow, whenever a new or updated opportunity occurs in Capsule CRM, a corresponding deal will be created in Zendesk Sell, ensuring that your sales data is always up to date and consistent between both platforms. This automation streamlines your sales pipeline, saving you time and minimizing manual data entry errors.

  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
    Create Deal

    Creates a new deal.

    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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