
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 Deals
Enroll In Sequence
Create Contact or Company
Create Task
Create a Deal
Update Deal
Update Lead
Get All Notes
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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 Wizu integrations.
Create and optionally send a survey invitation to a customer.
Update a contact's or company's details using their ID or email.
Stop an active sequence enrollment for a lead or contact.
Create a new product in your sales catalog with name, details and pricing so teams can use it in deals and quotes.
Update a product by its ID to change name, price, description, or other attributes.
Create a single lead with contact, company, status, tags and custom fields.

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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 Wizu and Zendesk Sell accounts to viaSocket. Once connected, you can set up a workflow where an event in Wizu triggers actions in Zendesk Sell (or vice versa).
Absolutely. You can customize how Wizu 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 Wizu 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 Wizu 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.
Wizu is a platform designed to enhance user engagement and feedback collection through interactive surveys and forms, helping businesses understand their audience better.
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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