1.Monitors deal stage changes
Integrate Zendesk Sell to trigger on deal stage changes and continue qualifying records to enable ticket routing.
Create CSAT ticket when deals move to lost
Automatically monitor deal stage changes across Zendesk Sell. Create CSAT tickets when deals move to lost stage, tags meet criteria, or stage changes match the filterβso you can assign the right owner, capture closure context, and request CSAT without manual routing.
How this automation accelerates CSAT ticket routing
When a deal moves to the configured lost stage, delays can slow down CSAT requests and waste deal owner time. This automation monitors deal stage changes and filters records, then finds the deal owner and contact and creates a Zendesk CSAT ticketβso your team can request feedback fast.
Zendesk Sellor swap with your favorite app
2.Filters qualifying records
Integrate Zapier filters and Zendesk Sell fields to continue only deals that meet the qualifying tag criteria.
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3.Finds deal owner
Integrate Zendesk Sell and CRM lookup tools to retrieve the deal owner so tickets can be assigned correctly.
4.Finds contact person
Integrate Zendesk Sell and contact lookup tools to retrieve contact details so CSAT requests reach the right person.
5.Creates CSAT ticket
Integrate Zendesk and ticketing systems to create the CSAT ticket, set requester and assignee, and add closure context.
Zendeskor swap with your favorite app
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Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
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