Integrate Zendesk Sell with SimpleSign
Send information between Zendesk Sell and SimpleSign automatically, without writing any code, using Zoho Flow.
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Generate a new contact in SimpleSign each time a new contact is created in Zendesk Sell
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in SimpleSign whenever a new contact is created in Zendesk Sell.
How it works
- The flow triggers when a new contact is created in Zendesk Sell.
- Zoho Flow adds a new recipient into your contact directory in SimpleSign.
Generate a new contact in SimpleSign each time a new contact is created in Zendesk Sell
Zendesk Sell + SimpleSign
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Supported triggers and actions
Integrate Zendesk Sell and SimpleSign 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
Document updated
Triggers when a document is sent, signed, or rejected
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
Add recipient
Adds a new recipient into your contact directory
Send reminder
Sends a reminder to the specified recipients
Update recipient
Updates the details of an existing recipient
Fetch document
Fetches the details of an existing document
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.
What is SimpleSign?
SimpleSign is an e-signing and contract management application that lets you create, send, track, and e-sign business documents and contracts.
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