Digital Pigeon + Zendesk Sell
Create notes for contacts in Zendesk Sell when Digital Pigeon uploads are accessed
Digital Pigeon lets you know when contacts access your uploads. With this integration you can keep your account managers and sales staff in the loop by adding a note to a contact in Zendesk Sell informing them of access events.
Digital Pigeon lets you know when contacts access your uploads. With this integration you can keep your account managers and sales staff in the loop by adding a note to a contact in Zendesk Sell informing them of access events.
- When this happens...Upload Access Event
Triggers when an upload is accessed by a recipient.
- automatically do this...Find Contact
Finds a contact by Contact ID, name or email address.
- then do this!Create Note
Creates a new note for an existing lead, contact or deal.
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Type
Try ItUpload Expiring Soon Event
Triggers when an upload is reaching the expiry date allowing you to update the expiry, or to inform recipients.
Try ItUpload Status Changed
Triggers when an upload has moved between states such as EDITING to COMPLETED.
Try ItRecipient Notified
Triggers when recipients have been notified about upload changes.
Try It
