Connect AgentX and Zendesk Sell to Build Intelligent Automations
Choose a Trigger
When this happens...
New Conversation
Get recent messages
New Agent
Fetch recent agent messages
Choose an Action
Automatically do this!
Update Contact or Company Details
Stop Sequence Enrollment
Create Product
Update Product By ID
Create a Lead
Create Note
List All Leads
List All Contacts
List All Products
List Sequences
List Lead Sources
List All Deals
Enroll In Sequence
Create Contact Or Company
Create Task
Create a Deal
Update Deal
Update Lead
List All Deal Source
List All Notes
List Pipeline Stages
List All Users
Ready to use AgentX and Zendesk Sell automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Conversation
Triggers when New Conversation Started With an Agent.
Get recent messages
Retrieves messages from the selected conversation posted in the last few minutes.
New Agent
Triggers when a new agent is created.
Fetch recent agent messages
Retrieve the agent's messages from the selected conversation that were sent recently.
New Product Is Added
Runs when new product is added
New Task Is Created
Runs when new task is created
Do thisActions
Action is the task that follows automatically within your AgentX integrations.
Create Conversation With Agent
Start a new chat with an agent
Start Chat And Send Message
Start chat and send message
Send Message to Conversation
Send a message from Agent
List Agents
Show agents and apply filters
List Agent Conversations
Get agent conversations
List Workforces
List all workforces
Know More About Agentx and Zendesk Sell Integrations
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What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
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Frequently Asked Questions
To start, connect both your AgentX and Zendesk Sell accounts to viaSocket. Once connected, you can set up a workflow where an event in AgentX triggers actions in Zendesk Sell (or vice versa).
Absolutely. You can customize how AgentX data is recorded in Zendesk Sell. This includes choosing which data fields go into which fields of Zendesk Sell, setting up custom formats, and filtering out unwanted information.
The data sync between AgentX and Zendesk Sell typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between AgentX and Zendesk Sell. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About AgentX
AgentX is a versatile platform designed to streamline and enhance your workflow with powerful automation and integration capabilities.
Learn MoreAbout Zendesk Sell
Elevate your sales process with Zendesk Sell, a powerful sales automation and CRM platform designed to help you close deals faster and build stronger customer relationships.
Learn More
