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LoyaltySurf + Zendesk Sell

Trigger loyalty actions in LoyaltySurf when deals enter new stages in Zendesk Sell

Using LoyaltySurf, you can quickly incentivize leads as they progress through different deal stages. This eliminates the need for manual reward distribution and email sending, which can be cumbersome. When a deal advances to a new stage in Zendesk Sell, the loyalty action will automatically be triggered through LoyaltySurf.

Using LoyaltySurf, you can quickly incentivize leads as they progress through different deal stages. This eliminates the need for manual reward distribution and email sending, which can be cumbersome. When a deal advances to a new stage in Zendesk Sell, the loyalty action will automatically be triggered through LoyaltySurf.

  1. When this happens...
    Zendesk SellZendesk Sell
    Deal Enters New Stage

    Triggers when a deal enters a new stage.

    TriggerScheduled
  2. automatically do this!
    LoyaltySurfLoyaltySurf
    Trigger Loyalty Action

    Triggers a loyalty action to unlock a reward.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Is Company?

    Trigger
    Scheduled
    Try It
  • Zendesk Sell triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

    Trigger
    Scheduled
    Try It
    • Pipeline

    • Stage

    Trigger
    Scheduled
    Try It
loyaltysurf logo
loyaltysurf logo

About LoyaltySurf

LoyaltySurf is loyalty software for B2C, FinTech, and SaaS companies.
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Related categories

  • Customer Appreciation
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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