Zendesk Sell + DocsCloud Integration

Connect Zendesk Sell to DocsCloud - Automate your workflows in 1-click

Make use of Zendesk Sell automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Leverage DocsCloud automations to simplify document sharing, feedback collection, and content creation. Get the best of both with Integrately’s Zendesk Sell + DocsCloud integration.

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Ready Workflows For Zendesk Sell + DocsCloud Integration

Just click on the workflow you want to automate

Create DocsCloud document for new Zendesk Sell contact

Zendesk Sell + DocsCloud Integration

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Create Your Own Zendesk Sell & DocsCloud Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Deal is created in Zendesk Sell
Triggers the automation when a deal is created
Deal stage is changed in Zendesk Sell
Triggers the automation when the deal stage is changed
Deal is updated in Zendesk Sell
Triggers the automation when a deal is updated
Contact is created in Zendesk Sell
Triggers the automation when a new contact is created
Contact is updated in Zendesk Sell
Triggers the automation when a contact is updated
Task is created in Zendesk Sell
Triggers the automation when a new task is created
Lead is created in Zendesk Sell
Triggers the automation when a new lead is created
Lead is updated in Zendesk Sell
Triggers the automation when the lead information is updated
Note is created in Zendesk Sell
Triggers the automation when a new note is created
Product is created in Zendesk Sell
Triggers the automation when a new product is created

Create lead in Zendesk Sell
Generates new leads for potential customers
Update lead in Zendesk Sell
Updates the lead information
Search lead in Zendesk Sell
Retrieves information for a particular lead
Create person in Zendesk Sell
Generates a new person
Update person in Zendesk Sell
Updates the information of a person
Search contact in Zendesk Sell
Finds and retrieves contact information
Create deal in Zendesk Sell
Generates a new deal with
Search deal in Zendesk Sell
Retrieves and find a deal
Update deal in Zendesk Sell
Updates deal information based on new criteria or changes
Create company in Zendesk Sell
Generates a new company profile with given details
Update company in Zendesk Sell
Updates company information
Search company in Zendesk Sell
Finds information about a company
Create sequence enrollment in Zendesk Sell
Enrolls a contact into a sequence
Search sequence in Zendesk Sell
Searches for a sequence
Search user in Zendesk Sell
Searches for a user
Create task in Zendesk Sell
Creates a new task
Update task in Zendesk Sell
Updates the task with new information or changes
Create note in Zendesk Sell
Creates a new note in the particular format
Create product in Zendesk Sell
Generates and launch new products
Update product in Zendesk Sell
Updates product information
Search products in Zendesk Sell
Searches for products
Search deal sources in Zendesk Sell
Scan and retrieve the source of a particular deal
Search lead sources in Zendesk Sell
Searches for lead sources
Get Deal By Id in Zendesk Sell
Get Contact/Company By Id in Zendesk Sell
Generate document in DocsCloud
Creates a new document with particular content

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Integrate Zendesk Sell & DocsCloud In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Zendesk Sell or DocsCloud With 1200+ Other Apps

Zendesk Sell is the sales automation tool for getting more done in less time. With powerful tools to improve productivity and visibility into your pipeline, Zendesk Sell is the perfect way to take your sales processes to the next level.

See Zendesk Sell Integrations

DocsCloud helps you create online forms that anyone can fill, sign and send back the documents, without any IT effort. It is easy to use and saves huge time & cost.

See DocsCloud Integrations