1.Detect deal updated
Integrate Zendesk Sell to detect deal updated events and prepare the contact reference to send hold messaging.
Send hold SMS and enroll contact in sequence
Automatically monitor deal updated events in Zendesk Sell across Zendesk Sell and Twilio. Automatically route when deal updates, unqualified reason matches, or contact phone available—so you can send hold SMS, pause duplicate sends, and enroll contacts in a sequence without manual follow-up.
How this automation retains outreach context
When deal updates trigger a budget unqualified change, manual follow-up can get delayed and confuse recipients. This automation looks up the right contact and gates repeats, then sends a hold SMS and enrolls the contact in the configured sequence—so your team can retain outreach context.
Zendesk Sellor swap with your favorite app
2.Find contact for the deal
Integrate Zendesk Sell and CRM contact lookups to resolve the deal contact and map references to a contact lookup.
3.Pause before sending SMS
Integrate Delay by Zapier and wait timers to pause briefly and avoid duplicate rapid sends after quick edits.
Delay by Zapieror swap with your favorite app
4.Gate on hold reason
Integrate Filter by Zapier and rule checks to continue only when the unqualified reason matches the configured hold reason.
Filter by Zapieror swap with your favorite app
5.Send hold SMS
Integrate Twilio and SMS templates to send a hold message using the mapped phone number and configured sender number.
Twilioor swap with your favorite app
6.Enroll contact in sequence
Integrate Zendesk Sell and nurture sequence enrollment to enroll the contact in the configured sequence for budget disqualifications.
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Streamline customer updates with automated message sends, status-based triggers, and CRM logging
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