Zendesk-sell integration

Sales CRM for pipeline management, lead tracking, and contact organization.

Sales and CRM8 triggers · 12 actions

Build it by describing it

Type a sentence like this and the copilot builds, validates and simulates the workflow.
When “New Contact” happens in Zendesk-sell, check the details with AI, then “Create Contact” and tell my team in Slack.
  • Simulated before it goes live
  • Fixes proposed when something breaks
  • One credit per run

Triggers

Start a workflow when this happens
  • WHEN
    New Contact

    Fires when a new contact is created in Zendesk Sell (polls for new records).

  • WHEN
    New Lead

    Fires when a new lead is created (polls for new records).

  • WHEN
    New Deal

    Fires when a new deal is created (polls for new records).

  • WHEN
    Updated Lead

    Fires when an existing lead record is updated (polls for updates).

  • WHEN
    Updated Contact

    Fires when an existing contact is updated (polls for updates).

  • WHEN
    Updated Deal

    Fires when an existing deal is modified (polls for updates).

  • WHEN
    Deal Enters New Stage

    Fires when a deal transitions into a specified pipeline stage by polling for updates.

  • WHEN
    New Note

    Fires when a new note is added to a record (lead, contact, deal) (polls for new records).

Actions

Then Calibra can do this for you
  • DO
    Create Contact

    Create a new contact.

  • DO
    Create Lead

    Create a new lead record.

  • DO
    Create Deal

    Create a new deal under an existing contact.

  • DO
    Update Contact

    Update fields of an existing contact.

  • DO
    Update Deal

    Update fields of an existing deal.

  • DO
    Create Note

    Add a note to a deal, lead, or contact.

  • DO
    Find Deal

    Look up a deal by ID or name.

  • DO
    Find Contact

    Find a contact by email, name, or other identifier.

  • DO
    Find Lead

    Find a lead by one or more fields.

  • DO
    Find Company

    Finds a company (organization contact) by name, email, or phone.

  • DO
    Find User

    Finds a user by ID, email, name, or status.

  • DO
    Custom API Call

    Make a custom API call to a specific endpoint.

Questions

Is the Zendesk-sell integration free?

Yes. Zendesk-sell is available on every Calibra plan, including the free plan, which needs no card.

How is Zendesk-sell usage billed?

Calibra charges one credit per workflow run, however many steps it has. Steps that read from or write to this app do not cost extra.

Can I connect Zendesk-sell without writing code?

Yes. Describe the process in plain words and the AI copilot builds the workflow with Zendesk-sell for you. You can also use templates or the visual editor.

Describe your first process. Watch it run today.

Free plan, no card. One credit per run, however many steps it has.