Connect Zendesk Support and Sage Sales Management to Build Intelligent Automations
Choose a Trigger
When this happens...
New Organization
New User
New Group
Updated Ticket
New View
New Ticket
New Action on Ticket
Update Organization
New Organization Selected Fields
Choose an Action
Automatically do this!
Create Account
Create Activity
Create Contact
Create Calendar Item
Create Opportunity
Create Sales Order
Find Account
List Users
List Roles
List Accounts
List Account Types
List Contacts
List Opportunities
List Opportunity Types
List Opportunity Statuses
List Activities
List Activity Types
List Activity Points
List Calendar
List Emails
List Calls
List Products
List Order Headers
List Order Statuses
List Sales
List Campaigns
Update Account
Update Activity
Update Contact
Update Calendar Item
Update Opportunity
Update Sales Order
Find Contact
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Organization
Trigger when new ogranization created
New User
Triggers when a new user is created.
New Group
Triggers when a new group is created.
Updated Ticket
Triggers when an existing ticket is updated.
New View
Triggers when a new view is created.
New Ticket
Trigger when new ticket is created.
Do thisActions
Action is the task that follows automatically within your Zendesk Support integrations.
Find a User
Finds an existing user by query
Find an Agent
Finds an existing Agent by query
Find an Organization
Finds an existing organization by query
Find Tickets
Finds an existing ticket by query.
Find Latest Comment
Find the latest comment on a ticket
Add Comment to Ticket
Add comment to an existing ticket
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Frequently Asked Questions
To start, connect both your Zendesk Support and Sage Sales Management accounts to viaSocket. Once connected, you can set up a workflow where an event in Zendesk Support triggers actions in Sage Sales Management (or vice versa).
Absolutely. You can customize how Zendesk Support data is recorded in Sage Sales Management. This includes choosing which data fields go into which fields of Sage Sales Management, setting up custom formats, and filtering out unwanted information.
The data sync between Zendesk Support and Sage Sales Management 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 Support and Sage Sales Management. 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 Support
Zendesk Support is a customer service platform designed to create better customer relationships. It lets businesses offer support, scale with self-service options, and differentiate with proactive engagement.
Learn MoreAbout Sage Sales Management
ForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.
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