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 updated Deal in Zendesk Sell, create opportunity in Salesflare.
  • When new 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.

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