Smartsheet + Zendesk Sell

Update rows in Smartsheet with updated deals from Zendesk Sell

Stay up-to-date with all your business deals using this seamless workflow between Zendesk Sell and Smartsheet. When a deal gets updated in your Zendesk Sell account, it will efficiently update a new row in your designated Smartsheet, keeping your records consistent and current. This saves your team the hassle of manual data entry, reducing erroneous inputs and boosting overall productivity. Keep your deals in smooth operation with this streamlined solution.

When this happens...
Updated Deal
Triggers when an existing deal is updated.
TriggerPolling
automatically do this!
Update Row
Update an existing row with new values. Requires a row ID.
ActionWrite

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Supported triggers and actions

- Is Company?
Trigger
Polling
Try It
New Deal
Triggers when a new deal is created.
Trigger
Polling
Try It
Updated Deal
Triggers when an existing deal is updated.
Trigger
Polling
Try It
Updated Lead
Triggers when an existing lead is updated.
Trigger
Polling
Try It
New Product in Catalog
Triggers when a new product in catalog is created. Requires Sell Enterprise Plan or higher.
Trigger
Polling
Try It

- NameRequired
- Parent Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write
- First Name
- Last NameRequired
- Title
- Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write

- NameRequired
- Primary ContactRequired
- Value
- Currency
- Hot
- Owner
- Pipeline
- Stage
- Source
- Tags
Action
Write
- Resource IDRequired
- Resource TypeRequired
- Sequence ID
Action
Write
- First Name
- Last Name
- Company Name
- Email
- Work Number
- Mobile Number
- Title
- Source
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Status
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write
- ContentRequired
- Related toRequired
Action
Write
- ProductRequired
- NameRequired
- Description
- SKU
- Active
- Max Discount
- Max Markup
- Unit Cost
- Unit Cost Currency
- Placeholder
- Unit PriceRequired
- CurrencyRequired
Action
Write
- Company ID
- Company Name
- Email
Action
Search
- Person ID
- First Name
- Last Name
- Email
Action
Search
- Source ID
- Source Name
Action
Search
- Source ID
- Source Name
Action
Search
- Sequence ID
- Sequence Name
Action
Search
- User ID
- Full Name
- Email
Action
Search
- Person ID
- First Name
- Last Name
- Email
- First Name
- Last NameRequired
- Title
- Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Search or write
- Lead ID
- Company Name
- First Name
- Last Name
- Email
- First Name
- Last Name
- Company Name
- Email
- Work Number
- Mobile Number
- Title
- Source
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Status
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Search or write
Get Reports
[PRIVATE] Generates report list for dropdown.
Trigger
Polling
Try It
- Choose a SheetRequired
Trigger
Polling
Try It
- Select a ReportRequired
Trigger
Polling
Try It
- Workspace NameRequired
Action
Write
- Choose a SheetRequired
- RowRequired
- TitleRequired
- CommentRequired
Action
Write
- Source FolderRequired
- Destination FolderRequired
- New Folder NameRequired
Action
Write
- WorkspaceRequired
- New NameRequired
- What to Include?
- Skip Remap
Action
Write
- Choose Source SheetRequired
- Choose a Destination SheetRequired
- Choose RowRequired
Action
Write
- DestinationRequired
- TemplateRequired
- Copy Cells?Required
- Copy Attachments?Required
- Copy Discussions?Required
- Sheet NameRequired
Action
Write
- Choose a SheetRequired
- Email Address(es)Required
- Choose RowRequired
- Email Subject
- Message
- CC Me?
- Include Attachments ?
- Include Discussions ?
Action
Write
- Choose a SheetRequired
- Email Address(es) to Share ToRequired
- Access LevelRequired
- Notify via Email?Required
- Email Subject
- Message
- CC Me?
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Sheet IDRequired
- Row IDRequired
Action
Search

- Is Company?
Trigger
Polling
Try It
- Pipeline
- Stage
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
- Related to
Trigger
Polling
Try It
- Related to
Trigger
Polling
Try It
- CompanyRequired
- Name
- Parent Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write
- PersonRequired
- First Name
- Last Name
- Title
- Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write
- DealRequired
- Name
- Primary Contact
- Value
- Currency
- Hot
- Owner
- Pipeline
- Stage
- Source
- Tags
Action
Write
- SequenceRequired
- Resource IDRequired
- Resource TypeRequired
- Sequence Owner ID
Action
Write
- LeadRequired
- First Name
- Last Name
- Company Name
- Email
- Work Number
- Mobile Number
- Title
- Source
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Status
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Write
- NameRequired
- Description
- SKU
- Active
- Max Discount
- Max Markup
- Unit Cost
- Unit Cost Currency
- Placeholder
- Unit PriceRequired
- CurrencyRequired
Action
Write
- Task ContentRequired
- Owner
- Due Date
- Alert
- Related to
Action
Write
- Contact ID
- Name
- First Name
- Last Name
- Email
- Phone
- Is Company?
Action
Search
- Deal ID
- Deal Name
Action
Search
- Lead ID
- Company Name
- First Name
- Last Name
- Email
Action
Search
- Product ID
- Product Name
- Product SKU
Action
Search
- Stage ID
- Stage Name
- Pipeline Name
Action
Search
- Company ID
- Company Name
- Email
- NameRequired
- Parent Company
- Email
- Work Number
- Mobile Number
- Industry
- Tags
- Street
- City
- Zip/Post Code
- State or Region
- Country
- Owner
- Website
- Skype
- Facebook
- Twitter
- LinkedIn
- Fax
- Description
Action
Search or write
- Deal ID
- Deal Name
- NameRequired
- Primary ContactRequired
- Value
- Currency
- Hot
- Owner
- Pipeline
- Stage
- Source
- Tags
Action
Search or write
- Product ID
- Product Name
- Product SKU
- NameRequired
- Description
- SKU
- Active
- Max Discount
- Max Markup
- Unit Cost
- Unit Cost Currency
- Placeholder
- Unit PriceRequired
- CurrencyRequired
Action
Search or write
- Choose a SheetRequired
Trigger
Polling
Try It
- Choose a SheetRequired
Trigger
Polling
Try It
Updated Row
Triggers when cells in a row are updated or created (based on your settings).
Trigger
Instant
Try It
- SheetRequired
- RowRequired
- File AttachmentRequired
Action
Write
- Choose a SheetRequired
- Add Row to Top or Bottom
Action
Write
- Choose Source SheetRequired
- Choose a Destination SheetRequired
- Choose RowRequired
Action
Write
- SheetRequired
- ColumnRequired
- Parent Row
Action
Write
- DestinationRequired
- Sheet to CopyRequired
- Copy Cells?Required
- Copy Attachments?Required
- Copy Discussions?Required
- Sheet NameRequired
Action
Write
- Choose a SheetRequired
- Row IDRequired
Action
Write
- Choose a SheetRequired
- Email Address(es)Required
- FormatRequired
- Email Subject
- Message
- CC Me?
- Paper Size
Action
Write
- Choose a WorkspaceRequired
- Email Address(es) to Share ToRequired
- Access LevelRequired
- Notify via Email?Required
- Email Subject
- Message
- CC Me?
Action
Write
Find sheet Row (Legacy)
Find a row in a specified sheet using a query.
Action
Write
- Sheet IDRequired
- QueryRequired
Action
Search

About Smartsheet

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