Zendesk Sell
Create sequence enrollments in Zendesk Sell when new deals enter a stage
Streamline your sales process with this efficient workflow. As soon as a deal advances to a new stage in Zendesk Sell, it will automatically set off a sequence enrollment within the same platform. This process helps ensure no potential customer falls through the cracks, maintaining productivity and sales momentum. Experience a smoother, thoroughly integrated sales journey while managing all your tasks within Zendesk Sell.
Streamline your sales process with this efficient workflow. As soon as a deal advances to a new stage in Zendesk Sell, it will automatically set off a sequence enrollment within the same platform. This process helps ensure no potential customer falls through the cracks, maintaining productivity and sales momentum. Experience a smoother, thoroughly integrated sales journey while managing all your tasks within Zendesk Sell.
- When this happens...
Deal Enters New StageTriggers when a deal enters a new stage.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!Create Sequence Enrollment
Creates a sequence enrollment for a given lead. Requires Reach add-on.
ActionWriteCreate a new record or update an existing record in your app.
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New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Deal
Triggers when an existing deal is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Lead
Triggers when an existing lead is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Product in Catalog
Triggers when a new product in catalog is created. Requires Sell Enterprise Plan or higher.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNameRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Primary ContactRequired
Value
Currency
Hot
Owner
Pipeline
Stage
Source
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Resource IDRequired
Resource TypeRequired
Sequence ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Related toRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
NameRequired
Description
SKU
Active
Max Discount
Max Markup
Unit Cost
Unit Cost Currency
Placeholder
Unit PriceRequired
CurrencyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company ID
Company Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson ID
First Name
Last Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appSource ID
Source Name
ActionThis is an event a Zap performs.SearchFind existing data in your appSource ID
Source Name
ActionThis is an event a Zap performs.SearchFind existing data in your appSequence ID
Sequence Name
ActionThis is an event a Zap performs.SearchFind existing data in your appUser ID
Full Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLead 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompanyRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Name
Primary Contact
Value
Currency
Hot
Owner
Pipeline
Stage
Source
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SequenceRequired
Resource IDRequired
Resource TypeRequired
Sequence Owner ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
SKU
Active
Max Discount
Max Markup
Unit Cost
Unit Cost Currency
Placeholder
Unit PriceRequired
CurrencyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task ContentRequired
Owner
Due Date
Alert
Related to
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ID
Name
First Name
Last Name
Email
Phone
Is Company?
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal ID
Deal Name
ActionThis is an event a Zap performs.SearchFind existing data in your appLead ID
Company Name
First Name
Last Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct ID
Product Name
Product SKU
ActionThis is an event a Zap performs.SearchFind existing data in your appStage ID
Stage Name
Pipeline Name
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDeal ID
Deal Name
NameRequired
Primary ContactRequired
Value
Currency
Hot
Owner
Pipeline
Stage
Source
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProduct ID
Product Name
Product SKU
NameRequired
Description
SKU
Active
Max Discount
Max Markup
Unit Cost
Unit Cost Currency
Placeholder
Unit PriceRequired
CurrencyRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Zendesk Sell
Related categories
Related Zap Templates
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- Send new Base contacts to E-goi as subscribers
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- Create Zendesk Sell leads from new smoove subscribers
- Add closed Zendesk Sell Deals to Plecto
- Create Zendesk Sell leads from new rows on Excel
- Create Base contacts from new OnceHub bookings
- Add new leads to Zendesk Sell for finished chats in HappyFox Chat
- Subscribe new Zendesk Sell leads to inwise
- Update new Zendesk Sell leads with personal and company data from Clearbit
- Add new Zendesk Sell leads to Databox
- Create invoices for deals in a new stage in Zendesk Sell with WebMerge
- Create or update Accelo contacts from new Zendesk Sell contacts
- Create a request in Accelo for new deals from Zendesk Sell
- Create Zendesk Sell deals for new mails in Hiver shared mailboxes
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- Create Zendesk Sell leads from new Vbout subscribers
- Create new leads in Zendesk Sell from new, complete survey responses in SurveyMethods
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- Send LocalReferrals advocate invites when Zendesk Sell deals move to a new stage
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- Add new Zendesk Sell leads to SendPulse as subscribers
- Create Zendesk Sell tasks from new Docsify viewed documents
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- Create Zendesk Sell leads from email data extracted by Parseur
- Add new SalesRabbit leads to Zendesk Sell
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- Add new Visitor Queue leads to Base CRM as leads
- Add new Leadfeeder leads to Zendesk Sell as leads
- Add Zendesk Sell leads to AWeber as subscribers
- Create Zendesk Sell leads for new FieldGoal form submissions
- Add notes to Zendesk Sell contacts from new Intercom conversations
- Log new Ringcentral text messages as a note in Zendesk Sell
- Create Zendesk Sell leads from new Getform submissions
Related Zap Templates
- Create Zendesk Sell leads from new Gravity Forms submissions
- Add Zendesk Sell leads from new Typeform entries
- Collect leads for Zendesk Sell with new Jotform submissions
- Add new Zendesk Sell leads to Mailchimp as subscribers
- Create people on Zendesk Sell for new Google Ads leads
- Track new stage deals in Zendesk Sell and send offline conversions in Google Ads
- Add new Google Ads leads to Zendesk Sell
- Notify a Slack channel when Zendesk Sell deals enter new stages
- Create leads in Zendesk Sell from new contacts in Seamless AI
- Create leads in Zendesk Sell from new LinkedIn Ads lead gen form responses
- Create Zendesk Sell leads from new Wufoo entries
- Mail Thankster handwritten cards when new leads are added in Zendesk Sell
- Create leads in Zendesk Sell from SurveyMonkey responses
- Add Zendesk Sell leads from new Google Sheets rows
- Add Base contact from email parsed by Zapier
- Add Trello cards from newly-won Zendesk Sell deals
- Create Kantata OX projects for won deals on Zendesk Sell
- Add leads on Zendesk Sell from new Zillow Tech Connect contacts
- Create items on monday.com boards for new won deals on Zendesk Sell
- Send new Base contacts to E-goi as subscribers
- Create Zendesk Sell leads from new smoove subscribers
- Create Base contacts from new OnceHub bookings
- Update new Zendesk Sell leads with personal and company data from Clearbit
- Create or update Accelo contacts from new Zendesk Sell contacts
- Send new Zendesk Sell contacts to Vbout lists
- Create Zendesk Sell people for new, complete survey responses in SurveyMethods
- Add contact records to Zendesk Sell when a lead positively replies in RollWorks
- Add new Zendesk Sell people from new LocalContacts contacts
- Send LocalReferrals advocate invites when Zendesk Sell deals move to a new stage
- Add new Zendesk Sell leads to SendPulse as subscribers
- Create Zendesk Sell leads from email data extracted by Parseur
- Add new Visitor Queue leads to Base CRM as leads
- Create Zendesk Sell leads for new FieldGoal form submissions
- Create Zendesk Sell leads from new Getform submissions
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- Add new Zendesk Sell contacts to Mailchimp
- Get Slack messages with new Zendesk Sell deals
- Add new Zendesk Sell leads to Google Ads contact list automatically
- Add new Facebook Lead Ads leads to Zendesk Sell
- Get Slack messages for new Zendesk Sell deals
- Create Zendesk Sell leads from new Google Spreadsheet rows and forms
- Add leads to Zendesk Sell from incoming Gmail messages [Business Gmail Accounts Only]
- Add new Zendesk Sell contacts to QuickBooks Online as customers
- Send Offline Conversion to Google Ads for New Lead in Zendesk Sell
- Create Zendesk Sell leads from new Wix rules for efficient lead management
- Send new Zendesk Sell contacts to Google Contacts
- Add new Contacts+ business cards as people in Zendesk Sell
- Add new Contacts+ business cards to Zendesk Sell as leads
- Create Zendesk Sell leads for new Unbounce submissions
- Create contacts in Base for new Wufoo entries
- Get Slack messages for new Zendesk Sell leads
- Create LiquidPlanner Classic projects for new won deals on Zendesk Sell
- Send new Zendesk Sell contacts to Autopilot Journeys
- Create leads on Zendesk Sell from new FormKeep submissions
- Create smoove subscribers from new Zendesk Sell contacts
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- Add new Zendesk Sell leads to Databox
- Create a request in Accelo for new deals from Zendesk Sell
- Create Zendesk Sell leads from new Vbout subscribers
- Add contact records to Zendesk Sell when an action occurs in RevBoss flows
- Create and email a digest of new leads from Zendesk Sell
- Create Zendesk Sell leads from new LocalReferrals referrals
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- Create Zendesk Sell leads from new Mailchimp subscribers
- Create leads in Zendesk Sell from new Unbounce form submissions
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- Add Zendesk Sell leads from new emails parsed by Zapier
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- Add new Zendesk Sell leads for new accounts on Recurly
- Send new Zendesk Sell leads to SharpSpring
- Add leads on Zendesk Sell for new contacts on SetMore Appointments
- Add leads to Zendesk Sell when new LiveChat chats end
- Create smoove subscribers from new Zendesk Sell leads
- Create Zendesk Sell leads from new rows on Excel
- Subscribe new Zendesk Sell leads to inwise
- Create invoices for deals in a new stage in Zendesk Sell with WebMerge
- Create Zendesk Sell deals for new mails in Hiver shared mailboxes
- Create new leads in Zendesk Sell from new, complete survey responses in SurveyMethods
- Add Zendesk Sell deals in a designated stage as customers on Invoiced
- Add new LocalContacts contacts from new Zendesk Sell contacts
- Add Zendesk Sell contact notes from new LocalReferrals referrals
- Add Zendesk Sell contacts to SendPulse
- Add Zendesk Sell leads from new Enalyzer responses
- Populate WebMerge documents for new deals in Zendesk Sell
- Add Zendesk Sell leads to AWeber as subscribers
- Log new Ringcentral text messages as a note in Zendesk Sell