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How Zapier works
Zapier makes it easy to integrate VanillaSoft with Zendesk Sell - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Result a Contact" from VanillaSoft.
Add your action
An action happens after the trigger—such as "Create Company" in Zendesk Sell.
You’re connected!
Zapier seamlessly connects VanillaSoft and Zendesk Sell, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- VanillaSoft Zap NameRequired
- Description
- VanillaSoft Project NameRequired
- Select VanillaSoft Result Codes to associate with this Trigger
- Email on ErrorRequired
- Send Data Email on Last Error
- Email last error data to
Try ItTriggerInstant- Is Company?
Try ItTriggerPolling- New Deal
Triggers when a new deal is created.
Try ItTriggerPolling - Updated Deal
Triggers when an existing deal is updated.
Try ItTriggerPolling
- VanillaSoft Zap NameRequired
- DescriptionRequired
- VanillaSoft Project NameRequired
- Email on Success
- Email on ErrorRequired
- Create New ContactsRequired
- Flag New ContactsRequired
- Route New Contacts as a First PriorityRequired
- Delay Routing of New Contacts
- Create Duplicates For Contacts That Share The Same Phone NumberRequired
- Flag DuplicatesRequired
- Error response for duplicate contact
- Update existing contactsRequired
- Update Key FieldRequired
- Route Updated as a First PriorityRequired
- Reopen and flag updated contacts (Recommended)Required
ActionWrite- Is Company?
Try ItTriggerPolling- Pipeline
- Stage
Try ItTriggerPolling- New Lead
Triggers when a new lead is created.
Try ItTriggerPolling
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