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Zendesk Sell + Plaid Integrations

Syncing Zendesk Sell with Plaid is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

About Zendesk Sell

Industry Leader in Online Web Support, Live Chat, Knowledge Base, Voice & SMS Software.

About Plaid

Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.

Plaid Integrations

Best Zendesk Sell and Plaid Integrations

  • Zendesk Sell Slack

    Zendesk Sell + Slack

    Send Zendesk Sell deals to a specific channel on Slack Read More...
    When this happens...
    Zendesk Sell New Deal
     
    Then do this...
    Slack Send Channel Message
    Do you have a hard time keeping everyone informed about forthcoming work from your sales pipeline? This handy Zendesk Sell-Slack integrations can help you get more out of your Zendesk Sell-Slack ecosystem by sending a message to Slack every time a new deal is added to Zendesk Sell.
    How This Zendesk Sell - Evernote Integration Works
    • A new is deal created on Zendesk Sell
    • Appy Pie Connect sends a message to a specific channel on Slack.
    What You Need
    • Zendesk Sell account
    • Slack account
  • Zendesk Sell MailChimp

    Zendesk Sell + MailChimp

    Add new Zendesk Sell contacts to Mailchimp Read More...
    When this happens...
    Zendesk Sell New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    It's a good idea to keep a mailing list with all of your CRM contacts. It makes it simple to send out news about your organisation, goods, or anything relevant to your connections to everyone at once. This integration adds new Zendesk Sell contacts to your Mailchimp lists automatically. Mailchimp's groups can also be used to further segment contacts.
    How This Zendesk Sell - Mailchimp Integration Works
    • A new contact is added to Zendesk Sell
    • Appy Pie Connect creates a new contact to Mailchimp.
    What You Need
    • Zendesk Sell account
    • Mailchimp account
  • Zendesk Sell ActiveCampaign

    Zendesk Sell + ActiveCampaign

    Add new Zendesk Sell leads to ActiveCampaign Read More...
    When this happens...
    Zendesk Sell New Lead
     
    Then do this...
    ActiveCampaign Create/Update Contact
    If you don't follow up on leads, they can get cold. Add new Zendesk Sell contacts to ActiveCampaign as subscribers using this Zendesk Sell - ActiveCampaign automation to manage your marketing lists more easily.
    How This Zendesk Sell – ActiveCampaign Integration Works
    • A new lead is created to Zendesk Sell
    • Appy Pie Connect creates a new contact to ActiveCampaign.
    What You Need
    • Zendesk Sell account
    • ActiveCampaign account
  • Zendesk Sell Gmail

    Zendesk Sell + Gmail

    Create Draft to Gmail from New Task in Zendesk Sell Read More...
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Gmail Create Draft
  • Zendesk Sell Gmail

    Zendesk Sell + Gmail

    Send Email in Gmail when New Task is created in Zendesk Sell Read More...
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Gmail Send Email
  • Zendesk Sell Gmail

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Zendesk Sell {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Zendesk Sell + Plaid in easier way

It's easy to connect Zendesk Sell + Plaid without coding knowledge. Start creating your own business flow.

    Triggers
  • Deal Enters A New Stage

    Triggers when a deal enters a new stage.

  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when new lead is created.

  • New Note

    Triggers when a new note is created.

  • New Product In Catalog

    Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.

  • New Task

    Triggers when a new task is created.

  • Updated Contact

    Triggers when an existing contact is updated.

  • Updated Lead

    Triggers when an existing lead is updated.

  • Updated deal

    Triggers when an existing deal is updated.

  • New Item

    Triggers when a new item is created.

    Actions
  • Create Company

    Creates a company.

  • Create Deal

    Creates a new deal.

  • Create Lead

    creates a new lead.

  • Create Note

    Creates a note

  • Create Person

    Creates a person

  • Create Product in catalog

    Creates a product in a catalog

  • Create task

    Creates a task

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • Update Lead

    Updates a lead.

  • Update Person

    Updates an existing person.

  • Create payment recipient

    Create a new payment recipient

How Zendesk Sell & Plaid Integrations Work

  1. Step 1: Choose Zendesk Sell as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Zendesk Sell with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Plaid as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Plaid with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.