Connect Connecteam and Zendesk Sell to Build Intelligent Automations
Choose a Trigger
When this happens...
New User
User Updated
User Archived
User Restored Archived
User Deleted
User Promoted
Choose an Action
Automatically do this!
Update a Company
Stop Sequence Enrollment
Create product in a Catalog
Update product in a Catalog
Find a Task
Create a Lead
Create a Note
Find a Person
Find a Lead
Find a Contact
Find a Deal Stage
Find a User
Find a Product in Catalog
Find a Deal Source
Find a Deal
Find a Company
Create a Person
Create a Company
Create a Task
Create a Deal
Update a Person
Update a Deal
Update a Lead
Retrieve All Contacts
Retrieve All Custom Fields
Retrieve All Deal Sources
Retrieve All Deals
Retrieve All Lead Conversions
Retrieve All Lead Sources
Retrieve All Lead Unqualified Reasons
Retrieve All Lead
Retrieve All Notes
Retrieve All Orders
Retrieve All Pipelines
Retrieve All Products
Retrieve All Tags
Retrieve All Tasks
Retrieve All Users
Ready to use Connecteam and Zendesk Sell automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New User
Triggers when a new user is created.
User Updated
Triggers when an existing user updated.
User Archived
Triggers when user was archived in the system.
User Restored Archived
Triggers when user was restored from archived .
User Deleted
Triggers when an existing user deleted.
User Promoted
Triggers when an existing user was promoted from 'user' to 'admin'.
Do thisActions
Action is the task that follows automatically within your Connecteam integrations.
Create User
Create a new user
Create user note
Create new note on the profile of the specified user.
Archive users
Archive individual or multiple users associated with the account by their unique userID.
Create jobs
Create a new job in a app.
Clock IN
Record the start time for the work period of an employee. The start time is automatically captured when the call is executed.
Clock Out
Record the end time for the work period of an employee. The end time is automatically captured when the call is executed. The clock-out will be associated with the current open shift.
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Frequently Asked Questions
To start, connect both your Connecteam and Zendesk Sell accounts to viaSocket. Once connected, you can set up a workflow where an event in Connecteam triggers actions in Zendesk Sell (or vice versa).
Absolutely. You can customize how Connecteam 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 Connecteam 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 Connecteam 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 Connecteam
Connecteam is a comprehensive platform designed to streamline business operations by providing tools for communication, task management, scheduling, and more. It is ideal for businesses looking to enhance team collaboration and improve productivity through a centralized app.
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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