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CRM.io + Zendesk Sell

Connect CRM.io and Zendesk Sell to Build Intelligent Automations

Choose a Trigger

When this happens...

Request a new Trigger for CRM.io

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 CRM.io and Zendesk Sell automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

cmntp4d3SwSR

- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

View Template

Automate Expense Report Approvals via Slack & QuickBooks

When

Google Forms

Runs Every 15 Minutes

Send for Approval

- Send for Approval accept
  Create Entry of expenses
  Add Step
- Send for reject
  Mail for Rejection
  Add Step

Continue from here

Add Expense Details

View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

When

Instagram for Business

Instant Trigger

convertTimestampToIST_Message_Time

Give Prompt and Get Structured Response

- has response
  SendDMMessage
  Add Step
- Notify team
  SendMail
  Add Step
- has react
  SendDMMessage React
  Add Step

Continue from here

View Template

Actions and Triggers

When this happensTriggers
A trigger is an event that starts a workflow.

New Product in Catalog

Triggers when a new product is added in catalog

New Task

Triggers when a new task is created

New Note

Triggers when a new note is created

New Lead

Triggers when a new lead is created

New Deal

Triggers when a new deal is created

New Contact

Triggers when a new contact is created

Do thisActions
Action is the task that follows automatically within your CRM.io integrations.

List All lists

Retrieves the detail of all lists

Search List by Name

Retrieves the detail of lists by name

List All Tags

Retrieves the detail of all tags

Search Notes

Retrieve notes for a contact by email.

List All Companies

Retrieves the detail of all companies

List All Deals

Retrieves the detail of all deals

We'll help you get started

Our team is all set to help you!

Know More About Crmio and Zendesk Sell Integrations

How viaSocket Works | A Complete Guide

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

Know more

5 Simple Automation Hacks to Make Your Team Free

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

Know more

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

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

Know more

Frequently Asked Questions

How do I start an integration between CRM.io and Zendesk Sell?

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

Can we customize how data from CRM.io is recorded in Zendesk Sell?

Absolutely. You can customize how CRM.io 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 CRM.io and Zendesk Sell?

The data sync between CRM.io 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 CRM.io 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 CRM.io and Zendesk Sell?

Yes, you can set conditional logic to control the flow of data between CRM.io 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 CRM.io

CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.

CRM (Customer Relationship Management)Sales & CRM

Learn More

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.

Sales and CRM

Learn More

Connect CRM.io and Zendesk Sell to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use CRM.io and Zendesk Sell automations

Automate Instagram Comment Replies with Smart DMs

Automate Expense Report Approvals via Slack & QuickBooks

Automate Instagram DM Replies, Reactions, and Team Alerts

Actions and Triggers

When this happensTriggersA trigger is an event that starts a workflow.

New Product in Catalog

New Task

New Note

New Lead

New Deal

New Contact

Do thisActionsAction is the task that follows automatically within your CRM.io integrations.

List All lists

Search List by Name

List All Tags

Search Notes

List All Companies

List All Deals

We'll help you get started

Know More About Crmio and Zendesk Sell Integrations

How viaSocket Works | A Complete Guide

5 Simple Automation Hacks to Make Your Team Free

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Frequently Asked Questions

About CRM.io

About Zendesk Sell

For SaaS

For AI Agent Builders

Support

Automation Experts

MCP

Compare

Company

Plans, Pricing and Offer

AI & Automation

When this happensTriggers
A trigger is an event that starts a workflow.

Do thisActions
Action is the task that follows automatically within your CRM.io integrations.