Connect Trafft and Zendesk Sell to Build Intelligent Automations
Choose a Trigger
When this happens...
Appointment Booked
Appointment Canceled
Appointment Rescheduled
Appointment Status Changed
New Customer
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
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Appointment Booked
Triggered when a appointment is booked in Trafft.
Appointment Canceled
Triggered when an appointment is canceled in Trafft.
Appointment Rescheduled
Triggered when an existing appointment is rescheduled in Trafft.
Appointment Status Changed
Triggered when an existing appointment status is changed in Trafft.
New Customer
Triggers when a customer is created in Trafft.
New Product in Catalog
Triggers when a new product is added in catalog
Do thisActions
Action is the task that follows automatically within your Trafft integrations.
Create Booking
Creates a new bookings in Trafft.
List All Services
Retrieves a list of all services.
Create Customer
Create's a new customer.
Update a Company
Update a company by its ID
Stop Sequence Enrollment
Stops the existing sequence enrollment.
Create product in a Catalog
Creates a product in a catalog
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Frequently Asked Questions
To start, connect both your Trafft and Zendesk Sell accounts to viaSocket. Once connected, you can set up a workflow where an event in Trafft triggers actions in Zendesk Sell (or vice versa).
Absolutely. You can customize how Trafft 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 Trafft 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 Trafft 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 Trafft
Trafft is a comprehensive scheduling and booking platform designed to streamline appointment management for businesses of all sizes. It offers a user-friendly interface for managing appointments, staff schedules, and client bookings, making it an ideal solution for service-based industries. With features like automated reminders, online payments, and customizable booking pages, Trafft helps businesses enhance their customer experience and improve operational efficiency.
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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