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Automatically create or update Zendesk Sell leads from Calendly bookings, ensuring seamless sales pipeline management. Latenode's visual editor and affordable pricing empower you to customize the workflow and scale it as your business grows, using no-code or JavaScript as needed.
Connect Calendly and Zendesk Sell in minutes with Latenode.
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Create a New Scenario to Connect Calendly and Zendesk Sell
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Calendly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Calendly or Zendesk Sell will be your first step. To do this, click "Choose an app," find Calendly or Zendesk Sell, and select the appropriate trigger to start the scenario.
Add the Calendly Node
Select the Calendly node from the app selection panel on the right.
Calendly
Configure the Calendly
Click on the Calendly node to configure it. You can modify the Calendly URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Zendesk Sell Node
Next, click the plus (+) icon on the Calendly node, select Zendesk Sell from the list of available apps, and choose the action you need from the list of nodes within Zendesk Sell.
Calendly
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Zendesk Sell
Authenticate Zendesk Sell
Now, click the Zendesk Sell node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zendesk Sell settings. Authentication allows you to use Zendesk Sell through Latenode.
Configure the Calendly and Zendesk Sell Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Calendly and Zendesk Sell Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Zendesk Sell
Trigger on Webhook
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Calendly
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Calendly, Zendesk Sell, and any additional nodes, donβt forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking βRun onceβ and triggering an event to check if the Calendly and Zendesk Sell integration works as expected. Depending on your setup, data should flow between Calendly and Zendesk Sell (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Calendly + Slack + Zendesk Sell: When a new Calendly invitee is created, a notification is sent to a designated Slack channel to inform the sales rep. Then, a new lead is created in Zendesk Sell with the invitee's details.
Zendesk Sell + Calendly + Google Sheets: When a new lead is created in Zendesk Sell, and an invitee is created in Calendly, the details of both are added as a new row to a Google Sheet for tracking and analysis.
About Calendly
Automate meeting scheduling with Calendly in Latenode. Trigger workflows based on new bookings or cancellations. Automatically update CRMs, send personalized follow-ups, or manage team calendars, freeing up valuable time. Latenode adds flexible logic and integrations Calendly lacks, all visually and affordably.
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About Zendesk Sell
Sync Zendesk Sell with Latenode to automate sales tasks. Create visual workflows to update deals, manage contacts, and trigger actions based on sales activity. Enhance your CRM data with enrichment tools, route leads intelligently, and automate follow-ups β all in a scalable, low-code environment.
Related categories
How can I connect my Calendly account to Zendesk Sell using Latenode?
To connect your Calendly account to Zendesk Sell on Latenode, follow these steps:
Can I automatically create Zendesk Sell leads from Calendly bookings?
Yes, absolutely! Latenode automates lead creation in Zendesk Sell whenever a new booking happens in Calendly, streamlining your sales process. Never miss a potential lead again.
What types of tasks can I perform by integrating Calendly with Zendesk Sell?
Integrating Calendly with Zendesk Sell allows you to perform various tasks, including:
Can I use advanced logic with Calendly and Zendesk Sell in Latenode?
Yes! Latenode allows complex workflows using no-code blocks, JavaScript, and AI, surpassing simple integrations.
Are there any limitations to the Calendly and Zendesk Sell integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: