Salesflare Salesflare Integrations

Zendesk Sell and Salesflare

CRM (Customer Relationship Management) getbase.com ↗

How to connect Zendesk Sell

What you can automate

  • When new Contact in Zendesk Sell, find or create contact in Salesflare.
  • When updated Contact in Zendesk Sell, find or create contact in Salesflare.
  • When new Deal in Zendesk Sell, create opportunity in Salesflare.
  • When deal Enters New Stage in Zendesk Sell, create opportunity in Salesflare.
  • When new Lead in Zendesk Sell, find or create contact in Salesflare.
  • When updated Lead in Zendesk Sell, find or create contact in Salesflare.

About Zendesk Sell

Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.

Zendesk Sell operations on Zapier

Triggers (10)

Start a workflow when this happens

  • Deal Enters New Stage — Triggers when a deal enters a new stage.
  • New Contact — Triggers when a new contact is created.
  • New Deal — Triggers when a new deal is created.
  • New Lead — Triggers when a new lead is created.
  • New Note — Triggers when a new note is created.
Show 5 more triggers
  • New Product in Catalog — Triggers when a new product in catalog is created. Requires Sell Enterprise Plan or higher.
  • New Task — Triggers when a new task is created.
  • Updated Contact — Triggers when an existing contact is updated.
  • Updated Deal — Triggers when an existing deal is updated.
  • Updated Lead — Triggers when an existing lead is updated.

Actions (19)

Things Salesflare can make it do

  • Create Company — Creates a new company.
  • Create Deal — Creates a new deal.
  • Create Lead — Creates a new lead.
  • Create Note — Creates a new note for an existing lead, contact or deal.
  • Create Person — Creates a new person.
Show 14 more actions
  • Create Product in Catalog — Creates a new product in catalog. Requires Sell Enterprise Plan or higher.
  • Create Sequence Enrollment — Creates a sequence enrollment for a given lead. Requires Reach add-on.
  • Create Task — Creates a new task.
  • Find or Create Company — Finds a company by Company ID, name or email address. Optionally, create one if none are found.
  • Find or Create Deal — Finds a deal by Deal ID or name. Optionally, create one if none are found.
  • Find or Create Lead — Finds a lead by ID, company name, name or email address. Optionally, create one if none are found.
  • Find or Create Person — Finds a contact by Contact ID, name or email address. Optionally, create one if none are found.
  • Find or Create Product in Catalog — Finds a product by ID, name or SKU. Optionally, create one if none are found. Requires Sell Enterprise Plan or higher.
  • Stop Sequence Enrollments — Stops sequence enrollments for a given lead.
  • Update Company — Updates an existing company.
  • Update Deal — Updates an existing deal.
  • Update Lead — Updates an existing lead.
  • Update Person — Updates an existing person.
  • Update Product in Catalog — Updates an existing product in catalog. Requires Sell Enterprise Plan or higher.

Searches (11)

Look up existing records

  • Find Company — Finds a company by Company ID, name or email address.
  • Find Contact — Finds a contact by Contact ID, name or email address.
  • Find Deal — Finds a deal by Deal ID or name.
  • Find Deal Source — Finds a deal source by ID or name.
  • Find Deal Stage — Finds a deal stage by ID or name.
Show 6 more searches
  • Find Lead — Finds a lead by ID, company name, name or email address.
  • Find Lead Source — Finds a lead source by ID or name.
  • Find Person — Finds a person by Person ID, name or email address.
  • Find Product in Catalog — Finds a product by ID, name or SKU. Requires Sell Enterprise Plan or higher.
  • Find Sequence — Finds a sequence by Sequence ID or name. Requires Reach add-on.
  • Find User — Finds a user by ID, email or name.

Zendesk Sell operations on Make

Triggers (7)

Start a workflow when this happens

  • Watch Contacts — Triggers when a new contact is created or updated.
  • Watch Deals — Triggers when a new deal is created or updated.
  • Watch Deals Enter New Stage — Triggers when a deal enters a new stage.
  • Watch Leads — Triggers when a new lead is created or updated.
  • Watch Notes — Triggers when a new note is created or updated.
Show 2 more triggers
  • Watch Products — Triggers when a new product is created or updated.
  • Watch Tasks — Triggers when a new task is created or updated.

Actions (35)

Things Salesflare can make it do

  • Create a Company Contact — Creates a new company contact.
  • Create a Deal — Creates a new deal.
  • Create a Deal Source — Creates a new deal source.
  • Create a Lead — Creates a new lead. A lead may represent a single individual or an organization.
  • Create a Lead Source — Creates a new lead source.
Show 30 more actions
  • Create a Note — Creates a new note.
  • Create a Person Contact — Creates a new person contact.
  • Create a Product — Creates a new product. Products can be created only by an account administrator.
  • Create a Task — Creates a new task. You can create either a floating task or create a related task and associate it with one of the resource types.
  • Delete a Contact — Deletes an existing contact. If the specified contact does not exist, the request will return an error. This operation cannot be undone.
  • Delete a Deal — Deletes an existing deal and remove all of the associated contacts from the deal in a single call. If the specified deal does not exist, the request will return an error. This operation cannot be undone.
  • Delete a Deal Source — Deletes a specified source.
  • Delete a Lead — Deletes an existing lead. If the specified lead does not exist, this query returns an error. This operation cannot be undone.
  • Delete a Lead Source — Deletes an existing source.
  • Delete a Note — Deletes an existing note. If the note ID does not exist, this request will return an error. This operation cannot be undone.
  • Delete a Product — Deletes a product.
  • Delete a Task — Deletes an existing task. If the specified task does not exist, this query will return an error. This operation cannot be undone.
  • Get a Contact — Returns a single contact available to the user, according to the unique contact ID provided. If the specified contact does not exist, the request will return an error.
  • Get a Deal — Returns a single deal.
  • Get a Deal Source — Returns a single source.
  • Get a Lead — Returns a single lead available to the user, according to the unique lead ID provided. If the specified lead does not exist, this query returns an error.
  • Get a Lead Source — Returns a single source.
  • Get a Note — Returns a single note available to the user, according to the unique note ID provided. If the note ID does not exist, this request will return an error.
  • Get a Product — Returns a product.
  • Get a Task — Returns a single task available to the user according to the unique task ID provided.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Update a Company Contact — Updates a company.
  • Update a Deal — Updates deal information. If the specified deal does not exist, the request will return an error.
  • Update a Deal Source — Updates a source.
  • Update a Lead — Updates lead information. If the specified lead does not exist, this query returns an error.
  • Update a Lead Source — Updates source information.
  • Update a Note — Updates a note.
  • Update a Person Contact — Updates a person.
  • Update a Product — Updates product information. If the specified product does not exist, the request will return an error. Products can be modified only by an account administrator.
  • Update a Task — Updates task information.

Searches (9)

Look up existing records

  • Search Contacts — Returns all contacts. Custom fields must be defined and have Filterable property assigned (supported custom field types are: Number, Single Line Text, Dropdown, Multi Select).
  • Search Deal Sources — Returns all deal sources available to the user according to the parameters provided.
  • Search Deals — Returns all deals available to the user according to the parameters provided.
  • Search Lead Sources — Returns all lead sources available to the user according to the parameters provided.
  • Search Leads — Returns all leads available to the user, according to the parameters provided.
Show 4 more searches
  • Search Notes — Returns all notes available to the user, according to the parameters provided.
  • Search Products — Returns all products from the catalog according to the parameters provided.
  • Search Tasks — Returns all tasks available to the user, according to the parameters provided.
  • Search Users — Returns all users, according to the parameters provided.

Similar apps

Salesflare

The CRM your team will love to use.

Popular Zapier Make
Leadberry

B2B lead generation platform

Native Zapier
Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Zapier Make
Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals i…

Zapier Make
Zapier Forms

Zapier Forms is an automated way to collect data and integrate your form with workflows that can…

Zapier
Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all you…

Zapier Make

Not using Salesflare yet?

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.

Try it for free