Checkvist + Zendesk Sell Integration

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Zendesk Sell + Checkvist Integration

Create Checkvist list for new Zendesk Sell deal

If you're using Zendesk Sell and Checkvist to manage your business, you'll want to take advantage of the integration between the two services. When a deal is created in Zendesk Sell, a list will automatically be created in Checkvist.

This makes it easy to keep track of the progress of each deal and ensure that all the necessary steps are taken. To get started, click on activate, connect your Zendesk Sell and Checkvist accounts and start creating deal!
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Zendesk Sell + Checkvist Integration

Create Checkvist list for new Zendesk Sell contact

When you create a new contact in Zendesk Sell, this automation will automatically create a related list in Checkvist. This makes it easy to track the progress of your contact's information and keep everything organized.

You can customize your Checkvist board however you like, and add as many tasks as needed to track the progress of your contact's information. Stay organized and efficient with Zendesk Sell and Checkvist!
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Checkvist + Zendesk Sell Integration

Create Zendesk Sell task for new Checkvist list

Are you looking for a way to keep track of your sales process and create task for yourself in Zendesk Sell? If so, you'll be glad to know that you can use Checkvist to create list of the steps in your sales process, and then create task in Zendesk Sell for each step.

This automation will help you stay organized and make sure that no steps are forgotten.
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Checkvist + Zendesk Sell Integration
1.
  • Checkvist
    List item is created in Checkvist
  • Checkvist
    List is created in Checkvist
  • Zendesk Sell
    Deal is created in Zendesk Sell
  • Zendesk Sell
    Deal stage is changed in Zendesk Sell
  • Zendesk Sell
    Deal is updated in Zendesk Sell
  • Zendesk Sell
    Contact is created in Zendesk Sell
  • Zendesk Sell
    Contact is updated in Zendesk Sell
  • Zendesk Sell
    Task is created in Zendesk Sell
  • Zendesk Sell
    Lead is created in Zendesk Sell
  • Zendesk Sell
    Lead is updated in Zendesk Sell
  • Zendesk Sell
    Note is created in Zendesk Sell
  • Zendesk Sell
    Product is created in Zendesk Sell
2.
  • Checkvist
    Create list in Checkvist
  • Checkvist
    Create list item in Checkvist
  • Zendesk Sell
    Create lead in Zendesk Sell
  • Zendesk Sell
    Update lead in Zendesk Sell
  • Zendesk Sell
    Search lead in Zendesk Sell
  • Zendesk Sell
    Create person in Zendesk Sell
  • Zendesk Sell
    Update person in Zendesk Sell
  • Zendesk Sell
    Search contact in Zendesk Sell
  • Zendesk Sell
    Create deal in Zendesk Sell
  • Zendesk Sell
    Search deal in Zendesk Sell
  • Zendesk Sell
    Update deal in Zendesk Sell
  • Zendesk Sell
    Create company in Zendesk Sell
  • Zendesk Sell
    Update company in Zendesk Sell
  • Zendesk Sell
    Search company in Zendesk Sell
  • Zendesk Sell
    Create sequence enrollment in Zendesk Sell
  • Zendesk Sell
    Search sequence in Zendesk Sell
  • Zendesk Sell
    Search user in Zendesk Sell
  • Zendesk Sell
    Create task in Zendesk Sell
  • Zendesk Sell
    Update task in Zendesk Sell
  • Zendesk Sell
    Create note in Zendesk Sell
  • Zendesk Sell
    Create product in Zendesk Sell
  • Zendesk Sell
    Update product in Zendesk Sell
  • Zendesk Sell
    Search products in Zendesk Sell
  • Zendesk Sell
    Search deal sources in Zendesk Sell
  • Zendesk Sell
    Search lead sources in Zendesk Sell
  • Zendesk Sell
    Get Deal By Id in Zendesk Sell
  • Zendesk Sell
    Get Contact/Company By Id in Zendesk Sell
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