Connect Ziflow and Zendesk Sell to Build Intelligent Automations
Choose a Trigger
When this happens...
Proof Created
Reviewer Comment
Reviewer Decision
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
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Proof Created
Triggers when a proof is created.
Reviewer Comment
Triggers when a reviewer makes a comment on a proof.
Reviewer Decision
Triggers when a reviewer makes a decision on a proof.
New Product Is Added
Runs when new product is added
New Task Is Created
Runs when new task is created
New Note Is Created
Runs when new note is created
Do thisActions
Action is the task that follows automatically within your Ziflow integrations.
Create a Folder
Creates a new folder in Ziflow to organize proofs and files.
List Root Folders
Get a list of top level folders the user can access.
List Users
Get a list of users registered in your account.
List Contacts
Get a list of all contacts.
Update Contact or Company Details
Update a contact's or company's details using their ID or email.
Stop Sequence Enrollment
Stop an active sequence enrollment for a lead or contact.
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Frequently Asked Questions
To start, connect both your Ziflow and Zendesk Sell accounts to viaSocket. Once connected, you can set up a workflow where an event in Ziflow triggers actions in Zendesk Sell (or vice versa).
Absolutely. You can customize how Ziflow 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 Ziflow 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 Ziflow 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 Ziflow
Ziflow is an online proofing tool designed for marketing teams and agencies to review and approve creative content. It supports various file types and provides features for collaboration and feedback.
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.
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