Connect Zendesk Sell and Freelo 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!
Create Project
List Invited Projects
Archive Project
Activate Project
Delete Project
List Archived Projects
List Projects
Create Tasklist
List Tasklists
Create Task
List Tasks
Activate Task
Finish Task
Update Task in Freelo
Delete Task
List Subtask
Create Subtask
Create Comment
List Comments
Create Work Report
List Work Reports
List Issued Invoices
Get a Issued Invoice Details
Mark Invoice as Invoiced
Invite Users to Projects
List Users
List Files
List Notifications
List Events
List States
List Custom Fields Types
List Custom Filters
Move Task to Task List
Add Labels to Task
Remove Label From Task
Ready to use Zendesk Sell and Freelo automations
Actions and Triggers
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.
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Frequently Asked Questions
To start, connect both your Zendesk Sell and Freelo accounts to viaSocket. Once connected, you can set up a workflow where an event in Zendesk Sell triggers actions in Freelo (or vice versa).
Absolutely. You can customize how Zendesk Sell data is recorded in Freelo. This includes choosing which data fields go into which fields of Freelo, setting up custom formats, and filtering out unwanted information.
The data sync between Zendesk Sell and Freelo 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 Freelo. 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 Freelo
Freelo is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, file sharing, and project planning, making it an ideal solution for businesses and teams looking to improve their project execution and collaboration efforts.
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