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How to connect Cloze and Zendesk Sell
Create a New Scenario to Connect Cloze 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 Cloze, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cloze or Zendesk Sell will be your first step. To do this, click "Choose an app," find Cloze or Zendesk Sell, and select the appropriate trigger to start the scenario.
Add the Cloze Node
Select the Cloze 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 Cloze 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 Cloze 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 Cloze 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 Cloze, 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 Cloze and Zendesk Sell integration works as expected. Depending on your setup, data should flow between Cloze 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 Cloze and Zendesk Sell
Cloze + Zendesk Sell + Google Sheets: When a new contact is created or updated in Cloze, create or update the corresponding lead in Zendesk Sell and then add a row in Google Sheets to track the contact's details.
Zendesk Sell + Cloze + Slack: When a deal is updated in Zendesk Sell, especially when the deal is closed, update the corresponding contact's information in Cloze and then notify the sales team in a Slack channel about the closed deal.
Cloze and Zendesk Sell integration alternatives
About Cloze
Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.
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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 Cloze and Zendesk Sell
How can I connect my Cloze account to Zendesk Sell using Latenode?
To connect your Cloze account to Zendesk Sell on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Cloze and click on "Connect".
- Authenticate your Cloze and Zendesk Sell accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Cloze contacts to Zendesk Sell?
Yes, Latenode lets you automatically sync new Cloze contacts to Zendesk Sell. Benefit from streamlined lead management and ensure your sales team always has up-to-date contact information, enhanced by Latenode's flexibility.
What types of tasks can I perform by integrating Cloze with Zendesk Sell?
Integrating Cloze with Zendesk Sell allows you to perform various tasks, including:
- Create new Zendesk Sell leads from qualified Cloze contacts.
- Update Zendesk Sell deals when opportunities change in Cloze.
- Trigger email sequences in Cloze based on Zendesk Sell deal stages.
- Log Cloze calls and activities as notes within Zendesk Sell.
- Synchronize contact information bi-directionally.
How easily can I handle complex data transformations using Latenode?
Latenode provides advanced data transformation capabilities, allowing you to map fields between Cloze and Zendesk Sell with ease using JavaScript and AI.
Are there any limitations to the Cloze and Zendesk Sell integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data migration between the two platforms may require custom scripting.
- Real-time synchronization is subject to the API rate limits of both Cloze and Zendesk Sell.
- Custom object mapping beyond standard fields may need JavaScript coding.
