Connect daylite and Zendesk Sell to Build Intelligent Automations

Choose a Trigger

daylite

When this happens...

Choose an Action

Zendesk Sell

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Enable Integrations or automations with these events of daylite and Zendesk Sell

Enable Integrations or automations with these events of daylite and Zendesk Sell

Triggers

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

Actions

Update a Company

Update a Company

Update a company by its ID

Stop Sequence Enrollment

Stop Sequence Enrollment

Stops the existing sequence enrollment.

Create product in a Catalog

Create product in a Catalog

Creates a product in a catalog

Update product in a Catalog

Update product in a Catalog

Update a product in a Catalog by its ID

Find a Task

Find a Task

Find a task by task id

Create a Lead

Create a Lead

Create a single lead.

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Frequently Asked Questions

How do I start an integration between daylite and Zendesk Sell?

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

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

Absolutely. You can customize how daylite 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 daylite and Zendesk Sell?

The data sync between daylite 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 daylite 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 daylite and Zendesk Sell?

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

daylite

About daylite

Daylite is a CRM for macOS & iOS that helps you and your team manage more clients, close more deals, and finish more projects. It works with many of the built-in Apple features you know and love like Apple Mail, Contacts, Calendar, Siri, and more!

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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.

Learn More