Specify the name of a tag which will be assigned to the company.

Zendesk Sell User that the contact should be assigned to.

Specify the name of a tag which will be assigned to the person.

Choose a primary contact which will be assigned to the deal.

Value of the new deal. Should be a number.

Zendesk Sell User that the deal should be assigned to.

Specify the name of a tag which will be assigned to the deal.

Specify the name of a tag which will be assigned to the lead.

Zendesk Sell User that the lead should be assigned to.

Indicator of whether or not the product can be added to a deal.

Maximum discount (0-100) that can be applied to the product, e.g. put 20 if it's 20%.

Maximum markup that can be applied to the product, e.g. put 10 if it's 10%.

Cost of the product. Visible only to account administrators.

Currency of the product cost, specified in 3-character currency code (ISO4217) format. Visible only to account administrators.

Need multiple prices for different currencies? Read more about [Zapier Line Items.](https://zapier.com/help/line-items/)

Specify the name of a tag which will be assigned to the company. Existing tags are kept.

Specify the name of a tag which will be assigned to the person. Existing tags are kept.

Specify the name of a tag which will be assigned to the deal. Existing tags are kept.

If you leave it blank, this will stop all currently active sequences for that object.

That will be the user that emails will be sent by and tasks will be created for.

Specify the name of a tag which will be assigned to the lead. Existing tags are kept.

Note must be related to a lead, person, company or deal

Zendesk Sell User that the task should be assigned to.

Date and time that Zendesk Sell should send owner of the task a reminder.

Leave blank for task not related to any lead, contact or deal.

Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.

Communication is key to customer engagement and retention. Together, Zapier and Zendesk Sell automate the communication process without sacrificing genuine connections with customers. Zapier will automatically manage lists, keep cross-app information consistent, and track leads, so that you can be productive and focus on the most important part of your sales pipeline: your customers. 

Here are some creative ways to use Zendesk Sell with Zapier:

Keep track of leads from all your sources. Zapier can create Zendesk Sell leads from Gravity Forms, Wufoo, and Typeform.

Make sure the personal and company information you have on your leads is up to date. Zapier can update Zendesk Sell leads with data from Clearbit.

Stop managing multiple contact lists. Zapier will send details from Zendesk Sell directly to Google Contacts without your constant intervention.

Zendesk Sell

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Zoho CRM

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.

Nutshell

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

Pipedrive

Instantly build dynamic interfaces that connect to Zaps and a data source (like Tables). Interfaces gives you a drag-and-drop way to build visual workflows for any business process, without writing code.

Zapier Automation Platform

By role

By workflow

By company size

Streamline team comms

Drive growth—at scale

By role

Learn more

Get help

Zapier quick-start guide

Developer resources

Zendesk Sell Integrations

Zendesk Sell Help & Support

Common Problems with Zendesk Sell on Zapier

About Zendesk Sell

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