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Sync new Customer.io leads to Zendesk Sell automatically, enriching sales data using Latenode's visual editor. Customize data flows with JavaScript, pay only for execution time, and scale without limits.
Connect Customer.io and Zendesk Sell in minutes with Latenode.
Create Customer.io to Zendesk Sell workflow
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Create a New Scenario to Connect Customer.io 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 Customer.io, triggered by another scenario, or executed manually (for testing purposes). In most cases, Customer.io or Zendesk Sell will be your first step. To do this, click "Choose an app," find Customer.io or Zendesk Sell, and select the appropriate trigger to start the scenario.
Add the Customer.io Node
Select the Customer.io node from the app selection panel on the right.
Customer.io
Configure the Customer.io
Click on the Customer.io node to configure it. You can modify the Customer.io 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 Customer.io node, select Zendesk Sell from the list of available apps, and choose the action you need from the list of nodes within Zendesk Sell.
Customer.io
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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 Customer.io 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 Customer.io 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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Customer.io
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Customer.io, 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 Customer.io and Zendesk Sell integration works as expected. Depending on your setup, data should flow between Customer.io and Zendesk Sell (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Customer.io + Zendesk Sell + Slack: When a lead is created in Zendesk Sell, the automation checks if a corresponding customer exists in Customer.io. If the customer exists and meets engagement criteria (which would need to be implemented with a filter), a Slack message is sent to the sales team to prioritize this lead.
Zendesk Sell + Customer.io + Google Sheets: When a deal is updated to 'won' in Zendesk Sell, the automation finds the associated customer in Customer.io and creates a new row in Google Sheets with the deal details from Zendesk Sell and customer data from Customer.io.
About Customer.io
Use Customer.io in Latenode to automate personalized messaging based on real-time user behavior. React instantly to events like purchases or sign-ups. Build flows that segment users, trigger custom emails, and update profiles automatically. Orchestrate complex campaigns and keep data consistent across platforms.
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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.
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How can I connect my Customer.io account to Zendesk Sell using Latenode?
To connect your Customer.io account to Zendesk Sell on Latenode, follow these steps:
Can I sync new Customer.io contacts to Zendesk Sell?
Yes, you can! With Latenode, automatically sync new Customer.io contacts to Zendesk Sell as leads, ensuring sales teams have the latest information for targeted outreach, boosting conversion rates.
What types of tasks can I perform by integrating Customer.io with Zendesk Sell?
Integrating Customer.io with Zendesk Sell allows you to perform various tasks, including:
How can I transform Customer.io data before sending it to Zendesk Sell?
Latenode's data transformation tools let you modify Customer.io data using JavaScript or AI before it reaches Zendesk Sell, ensuring data accuracy and consistency across systems.
Are there any limitations to the Customer.io and Zendesk Sell integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: