Connect Zendesk Sell and ChatBot
Integrate Zendesk Sell with ChatBot to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Delete Story in Chatbot when New Task Is Created in Zendesk Sell
Add Users to Segments in ChatBot when New Contact Created or Updated in Zendesk Sell
Create segment in Chatbot when New Lead Created or Updated in Zendesk Sell
Create segment in Chatbot when New Product Is Added in Zendesk Sell
Create a Story in ChatBot when New Task Is Created in Zendesk Sell
Popular Zendesk Sell + ChatBot flows
Start from a real workflow other teams are already running.
Choose a trigger
Zendesk Sell
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
ChatBot
Automatically do this!
Create a Story
Update Story
Search Story
Delete Story
Create segment
Add Users to Segments
Create User
Update Segment
Remove Segment
Delete User
Add segments to User
Delete Story in Chatbot when New Task Is Created in Zendesk Sell
Use this flowAdd Users to Segments in ChatBot when New Contact Created or Updated in Zendesk Sell
Use this flowCreate segment in Chatbot when New Lead Created or Updated in Zendesk Sell
Use this flowCreate segment in Chatbot when New Product Is Added in Zendesk Sell
Use this flowCreate a Story in ChatBot when New Task Is Created in Zendesk Sell
Use this flowUpdate Story in ChatBot when New Note Is Created in Zendesk Sell
Use this flowUpdate Segment in ChatBot when New Product Is Added in Zendesk Sell
Use this flowCreate a Story in ChatBot when New Note Is Created in Zendesk Sell
Use this flowAdd Users to Segments in ChatBot when New Note Is Created in Zendesk Sell
Use this flowCreate User in Chatbot when New Deal Created or Updated in Zendesk Sell
Use this flowSupported Triggers & Actions
Everything you can automate between Zendesk Sell and ChatBot.
When this happensTriggers
A trigger is an event that starts a workflow.
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
Do thisActions
Action is the task that follows automatically within your Zendesk Sell integrations.
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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 more
About ChatBot
ChatBot.com is an AI-powered conversational platform designed to automate customer interactions across multiple channels, including websites, Facebook Messenger, Slack, and more. Developed by LiveChat Software, it enables businesses—particularly small to medium-sized enterprises—to deploy intelligent chatbots without the need for coding expertise.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zendesk Sell and ChatBot accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Zendesk Sell and ChatBot as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ChatBot. No coding required.
Yes. You can set up a workflow where Zendesk Sell triggers actions in ChatBot, and a separate workflow where ChatBot triggers actions in Zendesk Sell. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Zendesk Sell and ChatBot. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zendesk Sell and ChatBot integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
