Integrate Zendesk Sell with IT Portal

Send information between Zendesk Sell and IT Portal automatically, without writing any code, using Zoho Flow.

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Generate a new contact in IT Portal each time a new contact is created in Zendesk Sell

Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in IT Portal each time a new contact is created in Zendesk Sell.

How it works
  1. The flow triggers when a new contact is created in Zendesk Sell.
  2. Zoho Flow creates a new contact in IT Portal.
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Generate a new contact in IT Portal each time a new contact is created in Zendesk Sell

Zendesk Sell + IT Portal

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Supported triggers and actions

Integrate Zendesk Sell and IT Portal using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal created

Triggers when a new deal is created

Contact created

Triggers when a new contact is created

Lead created

Triggers when a new lead is created

Contact created or updated

Triggers when a contact is created or if the details of an existing contact are updated

Configuration created or updated

Triggers when a configuration is created or if the details of an existing configuration are updated

Device created or updated

Triggers when a device is created or if the details of an existing device are updated

Knowledge base article created or updated

Triggers when a knowledge base article is created or if the details of an existing knowledge base article are updated

Site created or updated

Triggers when a site is created or if the details of an existing site are updated

Company created or updated

Triggers when a company is created or if the details of an existing company are updated

All Actions - Actions are the automated tasks

Create task

Create a new task

Create lead

Creates a new lead

Create task

Create a new task

Create contact

Creates a new contact

Create deal

Create a new deal

Update deal

Updates the details of an existing deal by ID

Update lead

Updates the details of an existing lead by ID

Fetch lead

Fetch the details of the existing lead by email address

Fetch user

Fetch the details of the existing user by email address

Create company

Creates a new company

Create site

Creates a new site

Create contact

Creates a new contact

Create knowledge base article

Creates a new knowledge base article

Add address

Adds a new address

Update address

Updates the details of an existing address

Update contact

Updates the details of an existing contact

Update company

Updates the details of an existing company

Fetch knowledge base article

Fetches the details of an existing knowledge base article

Fetch site

Fetches the details of an existing site

Fetch company

Fetches the details of an existing company

Fetch contact

Fetches the details of an existing contact

Fetch device

Fetches the details of an existing device

Fetch configuration

Fetches the details of an existing configuration

What is Zendesk Sell?

Zendesk Sell is sales force automation software that lets you manage tickets, build a web-based knowledge base, and create an online community for customer conversations.

CRM Sales Automation

What is IT Portal?

IT Portal is a cloud and on-premises offering for IT documentation and MSP documentation. It securely centralizes documents, licenses, logins, contacts, apps, and devices.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

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Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

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Technical Engineer, Master Liveaboards

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