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  • Zendesk Sell logoZendesk Sell logo

Salpo CRM + Zendesk Sell Integrations

How to connect Salpo CRM + Zendesk Sell

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  • Salpo CRM triggers, actions, and search
    New Communication
    Triggers when a new Communication is saved. Apply further filters such as subject line equals = 'something' or if it's standard or scheduled.
    Trigger
    Scheduled
  • Salpo CRM triggers, actions, and search
    New Module
    Triggers when a new custom module is created.
    Trigger
    Scheduled
  • Salpo CRM triggers, actions, and search
    New Contact
    Triggers when a new Contact is created (Individual or Organisation).
    Trigger
    Scheduled
  • Salpo CRM triggers, actions, and search
    New Opportunity
    Triggers when a new Opportunity is created.
    Trigger
    Scheduled
  • Salpo CRM triggers, actions, and search
    New Organisation
    Creates a new Organisation
    Action
    Write
  • Salpo CRM triggers, actions, and search
    New Individual
    Creates a new Individual
    Action
    Write
  • Salpo CRM triggers, actions, and search
    New Opportunity
    Creates a new, In-progress Opportunity
    Action
    Write
  • Salpo CRM triggers, actions, and search
    New Scheduled Communication
    Schedules a Communication
    Action
    Write
  • Salpo CRM

    Add a file to a Contact record

    Scheduled

    Action

  • Salpo CRM

    Add a file to a Custom Module record

    Scheduled

    Action

  • Salpo CRM

    Link files to an Opportunity using the file URL.

    Scheduled

    Action

  • Salpo CRM

    Finds Contacts by Custom Field value

    Scheduled

    Action

  • Salpo CRM

    Retrieves all Opportunity details including products

    Scheduled

    Action

  • Salpo CRM

    Creates a standard Communication to record previous notes

    Scheduled

    Action

  • Salpo CRM

    Creates a Custom Connection between two Modules

    Scheduled

    Action

  • Salpo CRM

    Creates a new record of a custom Module

    Scheduled

    Action

  • Salpo CRM

    Creates a new Standard Connection between two modules (e.g Contact to Contact, Contact to Module)

    Scheduled

    Action

  • Salpo CRM

    Update Individuals or Organisations

    Scheduled

    Action

  • Salpo CRM

    Search for a Contact and update a custom connection between Contacts or Modules

    Scheduled

    Action

  • Salpo CRM

    Update custom Modules

    Scheduled

    Action

  • Salpo CRM

    Update an Opportunity

    Scheduled

    Action

  • Salpo CRM

    Finds a Contact by ID and returns all Contact information

    Scheduled

    Action

  • Salpo CRM

    Use a Contact ID and select the Connection Type to retrieve the Connection ID. Useful for updating a Contact custom Connection.

    Scheduled

    Action

  • Salpo CRM

    Finds Individuals using an email address

    Scheduled

    Action

  • Salpo CRM

    Find and retrieve a custom module record by ID. Returns standard and custom data.

    Scheduled

    Action

  • Salpo CRM

    Find a file linked to a Module. Search files using the file label or name

    Scheduled

    Action

  • Salpo CRM

    Finds Organisations by name. Useful if you want to create or update an Organisation.

    Scheduled

    Action

  • Salpo CRM

    Use a Contact ID and select the Connection Type to retrieve the Connection ID. Useful for updating a Contact custom Connection.

    Scheduled

    Action

  • Salpo CRM

    Finds Individuals using an email address

    Scheduled

    Action

  • Salpo CRM

    Finds Organisations by name. Useful if you want to create or update an Organisation.

    Scheduled

    Action

  • Zendesk Sell

    Triggers when a new contact is created.

    Scheduled

    Trigger

  • Zendesk Sell

    Triggers when an existing contact is updated.

    Scheduled

    Trigger

  • Zendesk Sell

    Triggers when a new deal is created.

    Scheduled

    Trigger

  • Zendesk Sell

    Triggers when a deal enters a new stage.

    Scheduled

    Trigger

  • Zendesk Sell

    Triggers when an existing deal is updated.

    Scheduled

    Trigger

  • Zendesk Sell

    Triggers when a new lead is created.

    Scheduled

    Trigger

  • Zendesk Sell

    Triggers when an existing lead is updated.

    Scheduled

    Trigger

  • Zendesk Sell

    Triggers when a new note is created.

    Scheduled

    Trigger

  • Zendesk Sell

    Triggers when a new product in catalog is created. Requires Sell Enterprise Plan or higher.

    Scheduled

    Trigger

  • Zendesk Sell

    Triggers when a new task is created.

    Scheduled

    Trigger

  • Zendesk Sell

    Creates a new company.

    Scheduled

    Action

  • Zendesk Sell

    Updates an existing company.

    Scheduled

    Action

  • Zendesk Sell

    Creates a new person.

    Scheduled

    Action

  • Zendesk Sell

    Updates an existing person.

    Scheduled

    Action

  • Zendesk Sell

    Creates a new deal.

    Scheduled

    Action

  • Zendesk Sell

    Updates an existing deal.

    Scheduled

    Action

  • Zendesk Sell

    Stops sequence enrollments for a given lead.

    Scheduled

    Action

  • Zendesk Sell

    Creates a sequence enrollment for a given lead. Requires Reach add-on.

    Scheduled

    Action

  • Zendesk Sell

    Creates a new lead.

    Scheduled

    Action

  • Zendesk Sell

    Updates an existing lead.

    Scheduled

    Action

  • Zendesk Sell

    Creates a new note for an existing lead, contact or deal.

    Scheduled

    Action

  • Zendesk Sell

    Creates a new product in catalog. Requires Sell Enterprise Plan or higher.

    Scheduled

    Action

  • Zendesk Sell

    Updates an existing product in catalog. Requires Sell Enterprise Plan or higher.

    Scheduled

    Action

  • Zendesk Sell

    Creates a new task.

    Scheduled

    Action

  • Zendesk Sell

    Finds a company by Company ID, name or email address.

    Scheduled

    Action

  • Zendesk Sell

    Finds a contact by Contact ID, name or email address.

    Scheduled

    Action

  • Zendesk Sell

    Finds a person by Person ID, name or email address.

    Scheduled

    Action

  • Zendesk Sell

    Finds a deal by Deal ID or name.

    Scheduled

    Action

  • Zendesk Sell

    Finds a deal source by ID or name.

    Scheduled

    Action

  • Zendesk Sell

    Finds a lead by ID, company name, name or email address.

    Scheduled

    Action

  • Zendesk Sell

    Finds a lead source by ID or name.

    Scheduled

    Action

  • Zendesk Sell

    Finds a product by ID, name or SKU. Requires Sell Enterprise Plan or higher.

    Scheduled

    Action

  • Zendesk Sell

    Finds a sequence by Sequence ID or name. Requires Reach add-on.

    Scheduled

    Action

  • Zendesk Sell

    Finds a deal stage by ID or name.

    Scheduled

    Action

  • Zendesk Sell

    Finds a user by ID, email or name.

    Scheduled

    Action

  • Zendesk Sell

    Finds a company by Company ID, name or email address. Optionally, create one if none are found.

    Scheduled

    Action

  • Zendesk Sell

    Finds a contact by Contact ID, name or email address. Optionally, create one if none are found.

    Scheduled

    Action

  • Zendesk Sell

    Finds a deal by Deal ID or name. Optionally, create one if none are found.

    Scheduled

    Action

  • Zendesk Sell

    Finds a lead by ID, company name, name or email address. Optionally, create one if none are found.

    Scheduled

    Action

  • Zendesk Sell

    Finds a product by ID, name or SKU. Optionally, create one if none are found. Requires Sell Enterprise Plan or higher.

    Scheduled

    Action

How Salpo CRM + Zendesk Sell Integrations Work

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

About Salpo CRM

This is an easy to use tool, used to manage CRM
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.
Learn more

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