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

Build your own integrations between Zendesk Sell and 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

New Contact

Triggers when a new contact is created

New Lead

Triggers when a new lead is created

New Deal

Triggers when a new deal is created

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

Company created or updated

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

Site created or updated

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

Configuration created or updated

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

Contact created or updated

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

Device created or updated

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

All Actions - Actions are the automated tasks

Create Contact

Creates a new contact

Create Lead

Creates a new lead

Create Deal

Create a new deal

Create company

Creates a new company

Create contact

Creates a new contact

Add address

Adds a new address

Create knowledge base article

Creates a new knowledge base article

Create site

Creates a new site

Update company

Updates the details of an existing company

Update contact

Updates the details of an existing contact

Update address

Updates the details of an existing address

Fetch configuration

Fetches the details of an existing configuration

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 knowledge base article

Fetches the details of an existing knowledge base article

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 had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

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CEO, Fabricroot

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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