
When this happens...
New Product in Catalog
New Task
New Note
New Lead
New Deal
New Contact
Updated Deal
Updated Lead
Updated Contact
Existing Deal Entered in New Stage

Automatically do this!
List Client Folders
Assign lead
Change Lead's Title
Change Lead's Status
Change Lead's Step
Log an activity to a lead
Add Comment
Create Prospect
Add Tag
Create Lead
Set Amount and Probability
Set Estimated Closing Date
Create Client Folder
Create Category
Add Lead to Client Folder
Create Prospecting List
Assign Prospecting List
Create Comment On Lead
Log an Activity
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new product is added in catalog
Triggers when a new task is created
Triggers when a new note is created
Triggers when a new lead is created
Triggers when a new deal is created
Triggers when a new contact is created
Action is the task that follows automatically within your Zendesk Sell integrations.
Update a company by its ID
Stops the existing sequence enrollment.
Creates a product in a catalog
Update a product in a Catalog by its ID
Find a task by task id
Create a single lead.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Zendesk Sell and noCRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Zendesk Sell triggers actions in noCRM.io (or vice versa).
Absolutely. You can customize how Zendesk Sell data is recorded in noCRM.io. This includes choosing which data fields go into which fields of noCRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between Zendesk Sell and noCRM.io 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 noCRM.io. 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.
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 MorenoCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end
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