Connect Zendesk Sell and brex partner referrals to Build Intelligent Automations
Choose a Trigger
When this happens...
New Product Is Added
New Task Is Created
New Note Is Created
New Lead Created or Updated
New Deal Created or Updated
New Contact Created or Updated
Choose an Action
Automatically do this!
- Request a new Action for brex partner referrals
Enable Integrations or automations with these events of Zendesk Sell and brex partner referrals
Enable Integrations or automations with these events of Zendesk Sell and brex partner referrals
Triggers
New Product Is Added
Runs when new product is added
New Task Is Created
Runs when new task is created
New Note Is Created
Runs when new note is created
New Lead Created or Updated
Triggers when a lead is added or an existing lead’s details change.
New Deal Created or Updated
Triggers when a deal is created or updated in Zendesk Sell.
New Contact Created or Updated
Runs when new contact is created
Actions
Update Contact or Company Details
Update a contact's or company's details using their ID or email.
Stop Sequence Enrollment
Stop an active sequence enrollment for a lead or contact.
Create Product
Create a new product in your sales catalog with name, details and pricing so teams can use it in deals and quotes.
Update Product By ID
Update a product by its ID to change name, price, description, or other attributes.
Create a Lead
Create a single lead with contact, company, status, tags and custom fields.
Create Note
Add a note to a deal, contact, or lead.
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Frequently Asked Questions
To start, connect both your Zendesk Sell and brex partner referrals accounts to viaSocket. Once connected, you can set up a workflow where an event in Zendesk Sell triggers actions in brex partner referrals (or vice versa).
Absolutely. You can customize how Zendesk Sell data is recorded in brex partner referrals. This includes choosing which data fields go into which fields of brex partner referrals, setting up custom formats, and filtering out unwanted information.
The data sync between Zendesk Sell and brex partner referrals 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 Zendesk Sell and brex partner referrals. 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 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 MoreAbout brex partner referrals
The Brex Partner Referrals app offers a no-code solution for partners to access Brex's onboarding API.
Learn More
