Solve CRM + Zendesk Sell Integration

Integrate Solve CRM to Zendesk Sell in one click, or tell Integrately AI how you want each contact handled. Enrich and qualify leads, update your pipelines, alert your team, and trigger follow-ups automatically.

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1.
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
  • 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
Arrow Right
2.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM
  • 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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Ready Workflows Ready Workflows for Solve CRM + Zendesk Sell Integration

Capture contacts, organise leads, keep pipelines synced, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Solve CRM + Zendesk Sell Integration

Create Zendesk Sell deal from new Solve CRM contact

Anytime a new contact is created in your Solve CRM, a new deal will automatically be created in your Zendesk Sell. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Solve CRM - Zendesk Sell integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Solve CRM + Zendesk Sell Integration

Create Zendesk Sell task for new Solve CRM contact

In Solve CRM, when you create a contact, it automatically creates a task in Zendesk Sell for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Zendesk Sell + Solve CRM Integration

Create Solve CRM contact for new Zendesk Sell contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Zendesk Sell - Solve CRM integration, anytime a new Zendesk Sell contact is created, an Solve CRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Solve CRM + Zendesk Sell Integration

Create Zendesk Sell contact for new Solve CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Solve CRM - Zendesk Sell integration, anytime a new Solve CRM contact is created, an Zendesk Sell contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Connect more apps to your Solve CRM + Zendesk Sell flow

Sync customer details to marketing tools, log records in spreadsheets, schedule meetings, or handle payments after every workflow runs. Pick a combination and activate it in one click.

Solve CRM
Zendesk Sell
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SlackSlack (8)
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MailchimpMailchimp (8)
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HubSpotHubSpot (8)
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Google SheetsGoogle Sheets (8)
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CalendlyCalendly (8)
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StripeStripe (8)
S
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Create a Zendesk Sell lead when a Solve CRM contact is created, and notify your sales team in Slack
New Solve CRM contacts appear in Zendesk Sell as a new lead instantly and your sales channel hears about it in Slack, so nobody misses a potential customer.
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S
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When a Zendesk Sell deal is created, create a company in Solve CRM and alert your team in Slack
Every new Zendesk Sell deal creates a corresponding company in Solve CRM while notifying your team in Slack.
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When a Zendesk Sell deal stage changes, update the deal and post the move in Slack
Deal stage updates in Zendesk Sell reflect immediately while keeping your team updated in Slack.
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Create a Zendesk Sell task for every Solve CRM company, and confirm it in Slack
New Solve CRM companies automatically generate follow-up tasks in Zendesk Sell and trigger Slack notifications.
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If a Zendesk Sell lead is high value, create a company in Solve CRM and alert the management channel in Slack
High-value Zendesk Sell leads automatically generate Solve CRM company records and alert managers in Slack.
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When a Zendesk Sell deal is closed won, update the deal status and post the success in Slack
Closed won deals in Zendesk Sell update automatically and trigger a celebration message in Slack.
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Use Claude to summarise every new Zendesk Sell note, save the summary in Solve CRM, and post the brief in Slack
Claude summarises new Zendesk Sell notes before storing them in Solve CRM and posting briefs to Slack.
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Turn every won Zendesk Sell deal into a Solve CRM company record, create a follow-up task, and announce it in Slack
Won deals trigger Solve CRM company creation, Zendesk Sell task setup, and a Slack team announcement.

Supported triggers and actions for Solve CRM and Zendesk Sell

Mix and match to build the exact automation you need

Solve CRM
Solve CRM Triggers & Actions
Contact is created in Solve CRM
Triggers the automation when a new contact is created
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Company is created in Solve CRM
Triggers the automation when a new company is created
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Create contact in Solve CRM
Adds a new contact to the database
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Create company in Solve CRM
Generates a new company profile with given details
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Zendesk Sell
Zendesk Sell Triggers & Actions
Deal is created in Zendesk Sell
Triggers the automation when a deal is created
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Deal stage is changed in Zendesk Sell
Triggers the automation when the deal stage is changed
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Deal is updated in Zendesk Sell
Triggers the automation when a deal is updated
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Contact is created in Zendesk Sell
Triggers the automation when a new contact is created
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Contact is updated in Zendesk Sell
Triggers the automation when a contact is updated
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Task is created in Zendesk Sell
Triggers the automation when a new task is created
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Lead is created in Zendesk Sell
Triggers the automation when a new lead is created
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Lead is updated in Zendesk Sell
Triggers the automation when the lead information is updated
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Note is created in Zendesk Sell
Triggers the automation when a new note is created
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Product is created in Zendesk Sell
Triggers the automation when a new product is created
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Create lead in Zendesk Sell
Generates new leads for potential customers
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Update lead in Zendesk Sell
Updates the lead information
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Search lead in Zendesk Sell
Retrieves information for a particular lead
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Create person in Zendesk Sell
Generates a new person
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Update person in Zendesk Sell
Updates the information of a person
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Search contact in Zendesk Sell
Finds and retrieves contact information
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Create deal in Zendesk Sell
Generates a new deal with
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Search deal in Zendesk Sell
Retrieves and find a deal
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Update deal in Zendesk Sell
Updates deal information based on new criteria or changes
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Create company in Zendesk Sell
Generates a new company profile with given details
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Update company in Zendesk Sell
Updates company information
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Search company in Zendesk Sell
Finds information about a company
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Create sequence enrollment in Zendesk Sell
Enrolls a contact into a sequence
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Search sequence in Zendesk Sell
Searches for a sequence
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Search user in Zendesk Sell
Searches for a user
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Create task in Zendesk Sell
Creates a new task
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Update task in Zendesk Sell
Updates the task with new information or changes
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Create note in Zendesk Sell
Creates a new note in the particular format
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Create product in Zendesk Sell
Generates and launch new products
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Update product in Zendesk Sell
Updates product information
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Search products in Zendesk Sell
Searches for products
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Search deal sources in Zendesk Sell
Scan and retrieve the source of a particular deal
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Search lead sources in Zendesk Sell
Searches for lead sources
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Get Deal By Id in Zendesk Sell
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Get Contact/Company By Id in Zendesk Sell
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What can you automate with Solve CRM + Zendesk Sell?

Streamline your customer support and sales pipelines by connecting every trigger and action between Solve CRM and Zendesk Sell.

What you can automate?
🔄
Sync new Solve CRM contacts to Zendesk Sell leads automatically
Every time a contact is created in Solve CRM, a corresponding lead is generated in Zendesk Sell immediately. Eliminate manual data entry and ensure sales reps never miss an incoming prospect.
📋
Capture every submitted contact field without manual entry
Map all available contact details and custom attributes from Solve CRM directly into Zendesk Sell records. Your database remains complete and structured for every follow-up.
🔔
Alert your sales team in Slack the moment deals update
Notify designated channels instantly whenever deals are created or stage changes occur in Zendesk Sell. Keep your entire team aligned on pipeline progress without checking dashboards.
🔀
Route leads conditionally based on submitted custom fields
Send high-value or enterprise leads to priority pipelines in Zendesk Sell while routing standard inquiries to general queues in Solve CRM automatically.
🔄
Keep deal stages synchronised across both platforms
When a deal stage changes in Zendesk Sell, update corresponding records and tasks across your Solve CRM environment to maintain pipeline visibility.
🛡️
Prevent duplicate records with intelligent search actions
Search existing contacts and companies in Zendesk Sell before creating new entries, ensuring your databases remain clean and free of duplicate profiles.
Handle later status changes like closed won deals
When a deal reaches closed status in Zendesk Sell, automatically update account records and trigger onboarding tasks in Solve CRM.
🔗
Extend your workflow to marketing and spreadsheet apps
Push newly captured contacts into Google Sheets or Mailchimp immediately after your Solve CRM and Zendesk Sell automation completes.
And much more...

Who is Solve CRM + Zendesk Sell integration for?

Sales and support professionals who need seamless contact synchronisation and automated pipeline management across customer platforms.

Performance marketers
Performance marketers
Sales operations managers
Sales operations managers
Account executives
Account executives
Customer success leads
Customer success leads
RevOps specialists
RevOps specialists
Support supervisors
Support supervisors
📈
Performance marketers
You're running campaigns across multiple ad sets but your tracking sheet only updates when someone manually exports leads, so the row counts you're optimising against are always a few hours behind — with this integration, every new contact lands in the sheet instantly and your data stays current.
Sales operations managers
You oversee pipeline distribution but leads created in Solve CRM take hours to reach Zendesk Sell, leaving reps waiting to initiate contact — this integration means every new submission creates a lead instantly so your team acts without delay.
🤝
Account executives
You depend on accurate client history when jumping into scheduled discovery calls, but missing company records leave you scrambling for context — automating both apps means every contact and deal record syncs seamlessly before you dial.
📊
Customer success leads
You manage high-volume customer inquiries while keeping sales records updated, but manual data entry causes chronic backlog — with this integration, every contact and ticket creates matching entries automatically.
🔄
RevOps specialists
You design internal routing workflows but downstream teams find gaps between customer support and sales pipelines — this integration means every contact update flows reliably from Solve CRM to Zendesk Sell.
📋
Support supervisors
You need a reliable audit trail of customer interactions across service and sales logs, but manual logging creates discrepancies — connecting these apps means every task and note populates accurately.
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Why choose Integrately to automate Solve CRM + Zendesk Sell

Build and manage your Solve CRM + Zendesk Sell automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Solve CRM + Zendesk Sell with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Solve CRM to Zendesk Sell?
Frequently Asked Questions
You can connect Solve CRM to Zendesk Sell in one click using ready-made templates on Integrately. With 42,000+ active users, you can also ask Integrately AI to build custom multi-step workflows linking Slack, HubSpot, and Google Sheets.
Can I automatically sync new Solve CRM contacts as leads in Zendesk Sell?
Frequently Asked Questions
Can I connect Solve CRM, Zendesk Sell, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Solve CRM and Zendesk Sell?
Frequently Asked Questions
How does Solve CRM handle contact data during automation?
Frequently Asked Questions
Can I update Zendesk Sell deals when stage changes occur?
Frequently Asked Questions
Do I need coding skills to automate Solve CRM and Zendesk Sell?
Frequently Asked Questions
Is the Solve CRM and Zendesk Sell integration free?
Frequently Asked Questions
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You Can Also Connect Solve CRM or Zendesk Sell With 1500+ Other Apps

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Zendesk Sell
Popular Zendesk Sell Integrations
Sync Zendesk Sell with accounting, marketing, and spreadsheet platforms to keep sales data working across your stack.