1.Monitor updated review record
Integrate Zapier Tables and CRM field mapping to capture review completion updates and to centralize review summary inputs
Create deal review note and alert team channel
Automatically monitor review completion updates across Zapier Tables and Zendesk Sell. Send a sales-channel summary when review marked complete, review outcome flagged, or review row updatedβso you can create notes, find deals, and keep owners in sync without manual reporting.
How this automation logs deal review activity
When review decisions stay trapped in a spreadsheet or form, deal context goes missing and owners miss next steps. This automation monitors Zapier Tables updates, finds the deal, creates a note, and posts a sales alertβso your team can capture decisions immediately.
Zapier Tablesor swap with your favorite app
2.Find the CRM deal
Integrate Zendesk Sell and deal lookup workflows to search for the CRM deal and to retrieve the referenced deal ID
Zendesk Sellor swap with your favorite app
3.Create deal note with attribution
Integrate Zendesk Sell and CRM note workflows to create and attach the review note to the found deal ID and to attribute the owner
4.Send sales channel message
Integrate Slack and team communication tools to post the review summary to the sales channel and to surface the owner name
Slackor swap with your favorite app
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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.
See how teams are automating with Zapier (and loving it!)
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
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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