When this happens...
New Attachment
New Email Received

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Retrieve recent Gmail messages (optionally filtered by label) that contain attachments, upload those attachments to Viasocket, and return message and attachment details.
Runs when new email arrives
Runs when new product is added
Runs when new task is created
Runs when new note is created
Triggers when a lead is added or an existing lead’s details change.
Action is the task that follows automatically within your Gmail integrations.
Send an email and attach files or Google Drive links.
Add or remove a label on a specific email or the first email that matches a subject or sender.
Reply to an existing Gmail thread (plain text or HTML). Supports To/CC/BCC, attachments, custom sender name, and optional labels.
Retrieve all messages in a thread excluding those sent from the specified email address.
Find Gmail messages by sender, subject, label, or AI/advanced query and return message details, attachments, and a next-page token.
Retrieve attachments from an email by Message ID and return attachment details (filename, MIME type, size) and accessible URLs.

Automate Teamwork.com with viaSocket: real-time Slack alerts, auto-task creation from forms, live data in Google Sheets, client updates, and automated billing.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Gmail and Zendesk Sell accounts to viaSocket. Once connected, you can set up a workflow where an event in Gmail triggers actions in Zendesk Sell (or vice versa).
Absolutely. You can customize how Gmail 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 Gmail 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 Gmail 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.
Gmail is a free email service developed by Google. It allows users to send and receive emails, manage their inbox, and organize their communications efficiently. With features like spam filtering, search capabilities, and integration with other Google services, Gmail is a powerful tool for personal and professional communication.
Learn MoreElevate 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.
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