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Zendesk-sell integration

Sales CRM for pipeline management, lead tracking, and contact organization. Use Zendesk-sell from Zoft voice agents, chat agents, workflows and AI employees.

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  1. Starts withNew Deal
  2. ZoftAgent or workflow decides what happens next
  3. Then in Zendesk-sellCreate Deal
  4. AndCreate Lead
Illustrative flow built from Zendesk-sell’s real triggers and actions.

Zoft + Zendesk-sell

What Zoft can do with Zendesk-sell.

  • 01Voice agentsA phone agent can use Zendesk-sell actions such as Create Deal and Create Lead during the call, then hand off to a person when it should.
  • 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Zendesk-sell while it talks to the customer.
  • 03WorkflowsStart a workflow when “New Deal” happens in Zendesk-sell, or use Zendesk-sell as any step on the canvas.
  • 04AI employeesAn AI employee can find and use Zendesk-sell actions on its own, and ask for your approval before it sends or changes anything important.

Actions 12

Things Zoft can do in Zendesk-sell.

  • Find DealLook up a deal by ID or name.
  • Find LeadFind a lead by one or more fields.
  • Find UserFinds a user by ID, email, name, or status.
  • Create DealCreate a new deal under an existing contact.
  • Create LeadCreate a new lead record.
  • Create NoteAdd a note to a deal, lead, or contact.
  • Update DealUpdate fields of an existing deal.
  • Find CompanyFinds a company (organization contact) by name, email, or phone.
  • Find ContactFind a contact by email, name, or other identifier.
  • Create ContactCreate a new contact.
Show all 12
  • Update ContactUpdate fields of an existing contact.
  • Custom API CallMake a custom API call to a specific endpoint

Triggers 8

Events in Zendesk-sell that can start a workflow.

  • New DealFires when a new deal is created (polls for new records).
  • New LeadFires when a new lead is created (polls for new records).
  • New NoteFires when a new note is added to a record (lead, contact, deal) (polls for new records).
  • New ContactFires when a new contact is created in Zendesk Sell (polls for new records).
  • Updated DealFires when an existing deal is modified (polls for updates).
  • Updated LeadFires when an existing lead record is updated (polls for updates).
  • Updated ContactFires when an existing contact is updated (polls for updates).
  • Deal Enters New StageFires when a deal transitions into a specified pipeline stage by polling for updates.

Setup

Connect Zendesk-sell in three steps.

  1. 01ConnectChoose Zendesk-sell in Connections and enter the account details Zendesk-sell asks for, such as a store name or token.
  2. 02Put it to workAdd Zendesk-sell as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
  3. 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

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FAQ

Zendesk-sell on Zoft, answered.

What can Zoft do with Zendesk-sell?

Zoft supports 12 actions and 8 triggers for Zendesk-sell. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Zendesk-sell to Zoft?

Choose Zendesk-sell in Connections and enter the account details Zendesk-sell asks for, such as a store name or token.

Can a voice agent or chat agent use Zendesk-sell?

Yes. Once Zendesk-sell is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in Zendesk-sell without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put Zendesk-sell to work in your operation.

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