
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

Automatically do this!
Add Row
Update Table Row
Delete Records
Find Table Records
List Table Columns
List All Rows From A Table
Upload File to Record
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new product is added
Runs when new task is created
Runs when new note is created
Triggers when a lead is added or an existing lead’s details change.
Triggers when a deal is created or updated in Zendesk Sell.
Runs when new contact is created
Action is the task that follows automatically within your Zendesk Sell integrations.
Update a contact's or company's details using their ID or email.
Stop an active sequence enrollment for a lead or contact.
Create a new product in your sales catalog with name, details and pricing so teams can use it in deals and quotes.
Update a product by its ID to change name, price, description, or other attributes.
Create a single lead with contact, company, status, tags and custom fields.
Add a note to a deal, contact, or lead.

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To start, connect both your Zendesk Sell and viaSocket Table accounts to viaSocket. Once connected, you can set up a workflow where an event in Zendesk Sell triggers actions in viaSocket Table (or vice versa).
Absolutely. You can customize how Zendesk Sell data is recorded in viaSocket Table. This includes choosing which data fields go into which fields of viaSocket Table, setting up custom formats, and filtering out unwanted information.
The data sync between Zendesk Sell and viaSocket Table 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 viaSocket Table. 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.
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