1.Lead updated event
Integrate Zendesk Sell and sales CRM workflows to detect lead updates and start the nurture flow.
Enroll updated leads into nurture workflow and tag CRM
Automatically enroll updated leads into your marketing nurture workflow across HubSpot and Zendesk Sell. Create and update when lead records change—so you can enroll contacts, add nurture tags, and log enrollment activity without manual follow-up.
How this automation accelerates your nurture enrollment
When lead updates arrive without nurture tagging, outreach can stall and nurture timing slips. This automation enrolls contacts, updates CRM lead tags, and logs enrollment activity—so your team can start outreach at the right moment.
Zendesk Sellor swap with your favorite app
2.Enroll contact in workflow
Integrate HubSpot, CRM fields, and workflow automation to find or create a contact and enroll them in a marketing nurture workflow.
HubSpotor swap with your favorite app
3.Update lead record tag
Integrate Zendesk Sell, CRM record updates, and tag management to add the configured nurture tag to the lead record.
4.Add enrollment activity
Integrate HubSpot, timeline notes, and reporting activity to log enrollment status on the contact timeline.
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Move leads through the funnel with automated nurture sequences, behavior tagging, and CRM updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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