Connect Zendesk Sell and upbooks to Build Intelligent Automations
Choose a Trigger
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
Choose an Action
Automatically do this!
- Request a new Action for upbooks
Enable Integrations or automations with these events of Zendesk Sell and upbooks
Enable Integrations or automations with these events of Zendesk Sell and upbooks
Triggers
New Product in Catalog
Triggers when a new product is added in catalog
New Task
Triggers when a new task is created
New Note
Triggers when a new note is created
New Lead
Triggers when a new lead is created
New Deal
Triggers when a new deal is created
New Contact
Triggers when a new contact is created
Actions
Update a Company
Update a company by its ID
Stop Sequence Enrollment
Stops the existing sequence enrollment.
Create product in a Catalog
Creates a product in a catalog
Update product in a Catalog
Update a product in a Catalog by its ID
Find a Task
Find a task by task id
Create a Lead
Create a single lead.
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Frequently Asked Questions
To start, connect both your Zendesk Sell and upbooks accounts to viaSocket. Once connected, you can set up a workflow where an event in Zendesk Sell triggers actions in upbooks (or vice versa).
Absolutely. You can customize how Zendesk Sell data is recorded in upbooks. This includes choosing which data fields go into which fields of upbooks, setting up custom formats, and filtering out unwanted information.
The data sync between Zendesk Sell and upbooks 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 upbooks. 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 upbooks
Upbooks offers a streamlined solution to boost your productivity and effortlessly manage your business finances.
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