This automation scenario allows you to connect Zendesk Sell and Slack
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Zendesk Sell and Slack can also be integrated using automation tools other than zapier:
When this trigger fires in Zendesk Sell
Triggers when a new deal is created.
Then this action happens in Slack
Post a new message to a specific #channel you choose. Can also schedule a message for later.
This guide contains information on how to set up an automatic workflow that allows to Get Slack messages for new Zendesk Sell deals.
Part I
First, we need to connect Zendesk Sell and Slack to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Zendesk Sell to Zapier.
Give Zapier access to your Zendesk Sell account, using Zendesk Sell credentials.
Connect Slack to Zapier.
Give Zapier access to your Slack account, using Slack credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Zendesk Sell
Choose the following trigger: New Deal (Triggers when a new deal is created.).
Then set up an Action for Slack
Choose this action: Send Channel Message (Post a new message to a specific #channel you choose. Can also schedule a message for later.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Zendesk Sell and Slack.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Get Slack messages for new Zendesk Sell deals!
New message in channels (instant)
Triggers when a new message is posted to a specific #channel you choose.
Triggers when you save a message.
Triggers when you click the "Push to Zapier" button from a message in Slack.
Triggers when a new Slack user is created / first joins your org.
Triggers when a username or highlight word is mentioned in a public #channel.
Creates a new lead.
Creates a new person.
Creates a new note for an existing lead, contact or deal.
Finds a contact by Contact ID, name or email address.
Creates a new deal.
Updates an existing lead.
Slack is the go-to platform for modern teams seeking seamless communication and collaboration. With everything in one easily searchable place, including channels, integrations, and tools, Slack keeps your team aligned and productive.
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