
When this happens...

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 Sequences
List Lead Sources
List All Deals
Enroll In Sequence
Create Contact Or Company
Create Task
Create a Deal
Update Deal
Update Lead
List All Deal Source
List All Notes
List Pipeline Stages
List All Users
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When this happensTriggers
A trigger is an event that starts a workflow.
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.
Triggers when a deal is created or updated in Zendesk Sell.
Runs when new contact is created
Action is the task that follows automatically within your SMSFactor integrations.
Send a text message to a recipient, with optional scheduling, sender name, message type, and custom SMS ID.
Returns SMS messages sent or received between specified start and end dates. Optional filters include destination number, message content, type (incoming/outgoing), country, and status; supports sorting and pagination.
Create a new SMS contact list and add one contact using the recipient's phone number.
Create a new reusable SMS template.
Create a new SMSFactor account or sub-account using the provided email, password, and optional profile details.
Update a contact's or company's details using their ID or email.

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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 SMSFactor and Zendesk Sell accounts to viaSocket. Once connected, you can set up a workflow where an event in SMSFactor triggers actions in Zendesk Sell (or vice versa).
Absolutely. You can customize how SMSFactor 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 SMSFactor 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 SMSFactor 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.
SMSFactor is an online platform allowing you to send professional SMS to your clients/patients.
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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