Zendesk Sell
Slack
zapier

An automated workflow using zapier

Connects Zendesk Sell + Slack

Get Slack messages for new Zendesk Sell leads

About this workflow template

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.

Categories

Zendesk Sell and Slack can also be integrated using automation tools other than zapier:

Diagram

Get Slack messages for new Zendesk Sell leads
Workflow diagram: Zendesk Sell + Slack integration

How it works?

When this trigger fires in Zendesk Sell

Zendesk Sell

New Lead in Zendesk Sell

Triggers when a new lead is created.

Then this action happens in Slack

Slack

Send Channel Message in Slack

Post a new message to a specific #channel you choose. Can also schedule a message for later.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Get Slack messages for new Zendesk Sell leads.

Part I

Configure Applications

First, we need to connect Zendesk Sell and Slack to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Zendesk Sell to Zapier.

    Connect Zendesk Sell to Zapier.

    Give Zapier access to your Zendesk Sell account, using Zendesk Sell credentials.

  • Connect Slack to Zapier.

    Connect Slack to Zapier.

    Give Zapier access to your Slack account, using Slack credentials.

Part II

Build an integration workflow

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

    Set up a Trigger action for Zendesk Sell

    Choose the following trigger: New Lead (Triggers when a new lead is created.).

  • Then set up an Action for Slack

    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

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    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 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 leads!

Supported triggers and actions

  • Slack

    New message in channels (instant)

    New message in channels (instant)

    pipedream
    triggerbypipedream
  • Slack

    New message posted to channel

    Triggers when a new message is posted to a specific #channel you choose.

    zapier
    triggerbyzapier
  • Slack

    New saved message

    Triggers when you save a message.

    zapier
    triggerbyzapier
  • Slack

    New pushed message

    Triggers when you click the "Push to Zapier" button from a message in Slack.

    zapier
    triggerbyzapier
  • Slack

    New user

    Triggers when a new Slack user is created / first joins your org.

    zapierpabbly-connectalbato
    triggerbyzapierpabbly-connectalbato
  • Slack

    New reaction added

    Triggers when a reaction (aka reactji) is added to a message in a public #channel.

    zapier
    triggerbyzapier
  • Zendesk Sell

    Create lead

    Creates a new lead.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Zendesk Sell

    Create person

    Creates a new person.

    zapierintegrately
    actionbyzapierintegrately
  • Zendesk Sell

    Create note

    Creates a new note for an existing lead, contact or deal.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Zendesk Sell

    Find contact

    Finds a contact by Contact ID, name or email address.

    zapierpabbly-connect
    actionbyzapierpabbly-connect
  • Zendesk Sell

    Update lead

    Updates an existing lead.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Zendesk Sell

    Create deal

    Creates a new deal.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect

Apps you need

Slack

Slack

Team Chat

A cloud-based platform for team communication and collaboration

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.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.