Connect Zendesk Sell and crosstrax 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
Existing Deal Entered in New Stage
Choose an Action
Automatically do this!
- Request a new Action for crosstrax
Enable Integrations or automations with these events of Zendesk Sell and crosstrax
Enable Integrations or automations with these events of Zendesk Sell and crosstrax
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.
Find a Task
Find a task by task id
Create a Lead
Create a single lead with contact, company, status, tags and custom fields.
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Frequently Asked Questions
To start, connect both your Zendesk Sell and crosstrax accounts to viaSocket. Once connected, you can set up a workflow where an event in Zendesk Sell triggers actions in crosstrax (or vice versa).
Absolutely. You can customize how Zendesk Sell data is recorded in crosstrax. This includes choosing which data fields go into which fields of crosstrax, setting up custom formats, and filtering out unwanted information.
The data sync between Zendesk Sell and crosstrax 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 crosstrax. 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 crosstrax
CROSStrax is case management system for investigator to organize all investigation related stuff and more within single platform.
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