Zendesk Sell integration
Our modern sales CRM frees you to maximize productivity, maintain pipeline visibility, and grow revenue.
What your agents can do with Zendesk Sell
6 pre-built Zendesk Sell tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (3)
Create Task
Creates a new task.
Create Lead
Creates a new lead.
Create Contact
Creates a new contact.
Triggers (3)
New Lead Created
Emit new event when a new lead is created in Zendesk Sell.
New Deal Created
Emit new event when a new deal is created in Zendesk Sell.
New Contact Created
Emit new event when a new contact is created in Zendesk Sell.
Set up Zendesk Sell in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Zendesk Sell account
In Relevance AI, open Integrations and add Zendesk Sell. You will be sent to Zendesk Sell to sign in and approve access, and the connection is stored against your workspace.
Use Zendesk Sell in an agent
Create a tool, add a Zendesk Sell tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Zendesk Sell to work in your agents
Connect Zendesk Sell alongside 1,800+ other integrations and let your agents run the busywork.