Zendesk-sell
Sales CRM for pipeline management, lead tracking, and contact organization.
Triggers
(8)New Contact
Fires when a new contact is created in Zendesk Sell (polls for new records).
New Lead
Fires when a new lead is created (polls for new records).
New Deal
Fires when a new deal is created (polls for new records).
Updated Lead
Fires when an existing lead record is updated (polls for updates).
Updated Contact
Fires when an existing contact is updated (polls for updates).
Updated Deal
Fires when an existing deal is modified (polls for updates).
Deal Enters New Stage
Fires when a deal transitions into a specified pipeline stage by polling for updates.
New Note
Fires when a new note is added to a record (lead, contact, deal) (polls for new records).
Actions
(12)Create Contact
Create a new contact.
Create Lead
Create a new lead record.
Create Deal
Create a new deal under an existing contact.
Update Contact
Update fields of an existing contact.
Update Deal
Update fields of an existing deal.
Create Note
Add a note to a deal, lead, or contact.
Find Deal
Look up a deal by ID or name.
Find Contact
Find a contact by email, name, or other identifier.
Find Lead
Find a lead by one or more fields.
Find Company
Finds a company (organization contact) by name, email, or phone.
Find User
Finds a user by ID, email, name, or status.
Custom API Call
Make a custom API call to a specific endpoint
Example automation
Trigger
Event received
from Zendesk-sell
Action
Create Module Record
in Coherence
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