Connect Grist and Zendesk Sell to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record
Updated Record
New Team Created
New or Updated Record
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 Grist and Zendesk Sell automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Record
Triggers when a new Record is created.
Updated Record
Triggers when a Record is updated.
New Team Created
Trigger When A new Team Create
New or Updated Record
Triggers when a Record is updated, or a new Record is added.
New Product in Catalog
Triggers when a new product is added in catalog
New Task
Triggers when a new task is created
Do thisActions
Action is the task that follows automatically within your Grist integrations.
Create Record
Create a New Record in a Table
Update Record
Update an Existing Record in a Grist Table
Delete Record/s
Delete existing records from a table
Create Table
Create a New Table
List Team's
Get All Team's in grist
Update an Team
Update Your Team in Grist.
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Frequently Asked Questions
To start, connect both your Grist and Zendesk Sell accounts to viaSocket. Once connected, you can set up a workflow where an event in Grist triggers actions in Zendesk Sell (or vice versa).
Absolutely. You can customize how Grist 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 Grist 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 Grist 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 Grist
Grist is a modern spreadsheet and database hybrid that empowers users to organize and analyze their data with ease. It offers a flexible platform for creating custom applications, allowing users to manage their data in a way that suits their specific needs. With Grist, you can collaborate with your team, automate workflows, and gain insights from your data, all within a user-friendly interface.
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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