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How to connect Canva and Zendesk Sell
Create a New Scenario to Connect Canva and Zendesk Sell
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Canva, triggered by another scenario, or executed manually (for testing purposes). In most cases, Canva or Zendesk Sell will be your first step. To do this, click "Choose an app," find Canva or Zendesk Sell, and select the appropriate trigger to start the scenario.
Add the Canva Node
Select the Canva node from the app selection panel on the right.
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Add the Zendesk Sell Node
Next, click the plus (+) icon on the Canva node, select Zendesk Sell from the list of available apps, and choose the action you need from the list of nodes within Zendesk Sell.
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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 Canva 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 Canva and Zendesk Sell Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Canva, Zendesk Sell, and any additional nodes, don’t 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 “Run once” and triggering an event to check if the Canva and Zendesk Sell integration works as expected. Depending on your setup, data should flow between Canva and Zendesk Sell (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Canva and Zendesk Sell
Zendesk Sell + Canva + Slack: When a deal is updated to a specific stage in Zendesk Sell (e.g., 'Closed Won'), a celebratory graphic is automatically created in Canva using a predefined template. This graphic is then shared in a dedicated Slack channel to celebrate the win with the team.
Zendesk Sell + Canva + Google Drive: When a new lead is added to Zendesk Sell, a personalized welcome kit is generated in Canva using a predefined template. The resulting design is then saved to a designated folder in Google Drive for easy access and sharing with the new lead.
Canva and Zendesk Sell integration alternatives
About Canva
Automate content creation with Canva in Latenode. Generate designs on demand, populated with data from your databases or triggered by events. Forget manual updates; connect Canva to your workflows for dynamic marketing materials, reports, or social media content. Latenode's visual editor and flexible nodes simplify design automation.
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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 — all in a scalable, low-code environment.
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See how Latenode works
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FAQ Canva and Zendesk Sell
How can I connect my Canva account to Zendesk Sell using Latenode?
To connect your Canva account to Zendesk Sell on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Canva and click on "Connect".
- Authenticate your Canva and Zendesk Sell accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create sales collateral in Canva from new Zendesk Sell leads?
Yes! Latenode lets you automate this, instantly generating branded materials. This saves time and ensures consistent messaging across all sales outreach efforts.
What types of tasks can I perform by integrating Canva with Zendesk Sell?
Integrating Canva with Zendesk Sell allows you to perform various tasks, including:
- Automatically generate marketing visuals when a deal reaches a specific stage.
- Create personalized pitch decks using data from Zendesk Sell contacts.
- Update Canva templates with new product information from Zendesk Sell.
- Send thank you notes designed in Canva after closing a deal in Zendesk Sell.
- Generate sales reports with visual data exported from Zendesk Sell in Canva.
How do I use dynamic data from Zendesk Sell in my Canva designs?
Latenode lets you map Zendesk Sell fields directly into Canva templates. Use no-code or JS for advanced data transformations, streamlining personalization.
Are there any limitations to the Canva and Zendesk Sell integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time updates depend on the polling interval set in your Latenode workflow.
- Complex Canva templates with many dynamic elements may increase workflow execution time.
- Access to some advanced Canva features may require specific API permissions.
