
When this happens...
New Organizaition
New App

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 Deals
Enroll In Sequence
Create Contact or Company
Create Task
Create a Deal
Update Deal
Update Lead
Get All Notes
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new organization is created.
Triggers when a new app is created.
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 Capgo integrations.
Update an existing organization.
Create a new organization.
Delete an existing organization.
Get all members of an organization.
Get statistics for a specific organization.
Create a channel configuration.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

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To start, connect both your Capgo and Zendesk Sell accounts to viaSocket. Once connected, you can set up a workflow where an event in Capgo triggers actions in Zendesk Sell (or vice versa).
Absolutely. You can customize how Capgo 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 Capgo 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 Capgo 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.
Capgo is a cutting-edge platform designed to enhance the capabilities of mobile app developers by providing real-time updates and seamless deployment solutions. It streamlines the process of managing and updating mobile applications, ensuring that users always have access to the latest features and improvements without the need for traditional app store updates.
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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