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How to connect Circle and Zendesk Sell
Create a New Scenario to Connect Circle 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 Circle, triggered by another scenario, or executed manually (for testing purposes). In most cases, Circle or Zendesk Sell will be your first step. To do this, click "Choose an app," find Circle or Zendesk Sell, and select the appropriate trigger to start the scenario.
Add the Circle Node
Select the Circle 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 Circle 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 Circle 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 Circle 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 Circle, 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 Circle and Zendesk Sell integration works as expected. Depending on your setup, data should flow between Circle 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 Circle and Zendesk Sell
Circle + Zendesk Sell + Slack: When a new member joins a Circle community, their information is used to create a new lead in Zendesk Sell. A notification is then sent to a designated Slack channel to alert the sales team to follow up with the new lead.
Zendesk Sell + Circle + Mailchimp: When a lead is updated in Zendesk Sell, their information is used to update the corresponding member in Circle. Based on specific lead data, the Circle member is then added to a specific segment in Mailchimp for targeted email campaigns.
Circle and Zendesk Sell integration alternatives
About Circle
Use Circle in Latenode to build thriving online communities. Automate member onboarding, content moderation, and engagement tracking. Trigger workflows based on Circle events, syncing data with CRMs or email tools. Scale community management without manual overhead, using Latenode’s no-code tools and custom logic.
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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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FAQ Circle and Zendesk Sell
How can I connect my Circle account to Zendesk Sell using Latenode?
To connect your Circle account to Zendesk Sell on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Circle and click on "Connect".
- Authenticate your Circle and Zendesk Sell accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Zendesk Sell leads from new Circle members?
Yes, you can! Latenode allows creating instant lead automations from Circle data. Effortlessly manage and qualify new leads as your community grows, streamlining your sales process.
What types of tasks can I perform by integrating Circle with Zendesk Sell?
Integrating Circle with Zendesk Sell allows you to perform various tasks, including:
- Create new Zendesk Sell contacts from new Circle members.
- Update Zendesk Sell deals when a Circle subscription changes.
- Send personalized messages in Circle based on Zendesk Sell deal stages.
- Trigger Circle announcements when a Zendesk Sell deal closes.
- Sync Circle member data with corresponding Zendesk Sell contact information.
What kind of Circle data can I access within Latenode workflows?
You can access member profiles, posts, comments, spaces, groups, and more directly inside visual Latenode workflows.
Are there any limitations to the Circle and Zendesk Sell integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration from Circle to Zendesk Sell may require custom scripting.
- Complex data transformations might necessitate JavaScript code blocks within Latenode.
- API rate limits for both Circle and Zendesk Sell apply to Latenode integrations.
