Salpo CRM + Zendesk Sell Integrations

How to connect Salpo CRM + Zendesk Sell

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Supported triggers and actions

What does this mean?

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
New Module
Triggers when a new custom module is created.
Trigger
Scheduled
New Contact
Triggers when a new Contact is created (Individual or Organisation).
Trigger
Scheduled
New Opportunity
Triggers when a new Opportunity is created.
Trigger
Scheduled
New Organisation
Creates a new Organisation
Action
Write
New Individual
Creates a new Individual
Action
Write
New Opportunity
Creates a new, In-progress Opportunity
Action
Write
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

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