Connect Zoho FSM and Zendesk Sell to Build Intelligent Automations

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Zoho FSM

When this happens...

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Zendesk Sell

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Product in Catalog

New Product in Catalog

Triggers when a new product is added in catalog

New Task

New Task

Triggers when a new task is created

New Note

New Note

Triggers when a new note is created

New Lead

New Lead

Triggers when a new lead is created

New Deal

New Deal

Triggers when a new deal is created

New Contact

New Contact

Triggers when a new contact is created

Do thisActions

Action is the task that follows automatically within your Zoho FSM integrations.

Create User

Create User

Creates a new user to Zoho FSM.

Create Company

Create Company

Create a company record with billing, service address, and tax details.

Create Service Report

Create Service Report

Create a service report for an appointment with technician notes and customer feedback

Create Contact

Create Contact

Create a contact in Zoho FSM.

Update Company

Update Company

Update a company's name or service address

Update Contact

Update Contact

Update the details of a specific contact.

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Frequently Asked Questions

How do I start an integration between Zoho FSM and Zendesk Sell?

To start, connect both your Zoho FSM and Zendesk Sell accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho FSM triggers actions in Zendesk Sell (or vice versa).

Can we customize how data from Zoho FSM is recorded in Zendesk Sell?

Absolutely. You can customize how Zoho FSM 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.

How often does the data sync between Zoho FSM and Zendesk Sell?

The data sync between Zoho FSM and Zendesk Sell typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Zoho FSM to Zendesk Sell?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Zoho FSM and Zendesk Sell?

Yes, you can set conditional logic to control the flow of data between Zoho FSM 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.

Zoho FSM

About Zoho FSM

Zoho FSM is a comprehensive field service management solution designed to streamline operations, enhance customer satisfaction, and improve efficiency for businesses managing field services.

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Zendesk Sell

About 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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