Confluence and Zendesk Sell Integration

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Automatically create Confluence documentation from Zendesk Sell data, keeping your sales team aligned with real-time product and service information. Latenode's visual editor and affordable execution-based pricing make maintaining up-to-date documentation workflows simpler and cheaper.

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Confluence

Zendesk Sell

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Confluence and Zendesk Sell

Create a New Scenario to Connect Confluence 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 Confluence, triggered by another scenario, or executed manually (for testing purposes). In most cases, Confluence or Zendesk Sell will be your first step. To do this, click "Choose an app," find Confluence or Zendesk Sell, and select the appropriate trigger to start the scenario.

Add the Confluence Node

Select the Confluence node from the app selection panel on the right.

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Confluence

Configure the Confluence

Click on the Confluence node to configure it. You can modify the Confluence URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Confluence

Sign In

Run node once

Add the Zendesk Sell Node

Next, click the plus (+) icon on the Confluence 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.

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Connect Zendesk Sell

Sign In

Run node once

Configure the Confluence 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.

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Zendesk Sell Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Confluence 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 Confluence, 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 Confluence and Zendesk Sell integration works as expected. Depending on your setup, data should flow between Confluence 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 Confluence and Zendesk Sell

Confluence + Slack: When a new page is created in Confluence about product updates, a message is sent to a specified Slack channel to notify the sales team.

Zendesk Sell + Confluence + Jira: When a deal is updated in Zendesk Sell and the deal stage is 'closed', a Confluence page is created to document the project handover, and a Jira task is created related to the handover.

Confluence and Zendesk Sell integration alternatives

About Confluence

Automate Confluence tasks in Latenode: create pages, update content, or trigger workflows when pages change. Connect Confluence to other apps (like Jira or Slack) for streamlined project updates and notifications. Use Latenode’s visual editor and JS node for custom logic and efficient information sharing across teams.

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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

FAQ Confluence and Zendesk Sell

How can I connect my Confluence account to Zendesk Sell using Latenode?

To connect your Confluence account to Zendesk Sell on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Confluence and click on "Connect".
  • Authenticate your Confluence and Zendesk Sell accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Confluence pages from new Zendesk Sell leads?

Yes, you can! Latenode lets you automate Confluence page creation from Zendesk Sell leads. This saves time and ensures important deal info is always documented in Confluence, improving team collaboration.

What types of tasks can I perform by integrating Confluence with Zendesk Sell?

Integrating Confluence with Zendesk Sell allows you to perform various tasks, including:

  • Create new Confluence pages when a deal reaches a specific stage.
  • Update Confluence pages with notes from Zendesk Sell.
  • Generate summary reports in Confluence from Zendesk Sell data.
  • Send Zendesk Sell deal updates to a Confluence notification page.
  • Trigger Zendesk Sell tasks when a Confluence page is updated.

How secure is the Confluence data accessed by Latenode?

Latenode uses secure authentication protocols and encrypts all data in transit and at rest, ensuring the privacy of your Confluence data.

Are there any limitations to the Confluence and Zendesk Sell integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex Confluence page layouts might require custom JavaScript for full automation.
  • Real-time updates depend on the polling interval, which can be adjusted.
  • Large data transfers may impact performance; optimize workflows for efficiency.

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