Sales CRM for pipeline management, lead tracking, and contact organization.
Zendesk-sell currently provides 8 triggers that can start a workflow and 12 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.
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).
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
These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.
Start from a supported Zendesk-sell event, then create or update the appropriate CRM, project, or custom record with the source context preserved.
Starts with
New Contact
Finishes with
Create or update a Coherence record
Use a change in Coherence to run a supported Zendesk-sell action, so the next step follows the record instead of relying on someone to copy it.
Starts with
A Coherence record or workflow changes
Finishes with
Create Contact
Combine Zendesk-sell with another integration and Coherence records to keep account, contact, and deal context attached to the work around it.
Starts with
New Contact
Finishes with
Create Contact, then preserve the outcome in Coherence
The exact authentication fields depend on Zendesk-sell. The workflow structure stays straightforward:
Authorize the Zendesk-sell account and permissions the workflow needs.
Select one of the current triggers or actions listed above and map its fields.
Run a small test, inspect the result in both systems, and only then enable the workflow.
Explore apps that share a category with Zendesk-sell or provide a complementary trigger or action.
Zendesk-sell currently provides 8 triggers that can start a workflow and 12 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.
Zendesk-sell currently lists 8 triggers and 12 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.
Yes. A workflow can combine supported Zendesk-sell triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.
The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.
Start automating in minutes. No credit card required.
