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How to connect Demio and Zendesk Sell
Create a New Scenario to Connect Demio 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 Demio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Demio or Zendesk Sell will be your first step. To do this, click "Choose an app," find Demio or Zendesk Sell, and select the appropriate trigger to start the scenario.
Add the Demio Node
Select the Demio 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 Demio 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 Demio 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 Demio 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Demio, 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 Demio and Zendesk Sell integration works as expected. Depending on your setup, data should flow between Demio 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 Demio and Zendesk Sell
Demio + Slack + Zendesk Sell: When a prospect joins a Demio webinar, a notification is sent to the sales team in Slack. The Slack message can include information about the attendee to help the sales team follow up effectively. Additionally, the lead in Zendesk Sell can be updated.
Zendesk Sell + Google Sheets + Demio: When a new lead is created in Zendesk Sell, their information is added to a Google Sheet. Subsequently, the lead is automatically registered for a specified Demio webinar.
Demio and Zendesk Sell integration alternatives
About Demio
Automate Demio webinar tasks with Latenode. Connect event data (registrations, attendance) to your CRM, email marketing, or analytics tools. Trigger follow-ups or update databases automatically. Using Latenode means simpler event-driven flows and richer lead insights without manual data handling. Scale your event marketing and save time.
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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 Demio and Zendesk Sell
How can I connect my Demio account to Zendesk Sell using Latenode?
To connect your Demio account to Zendesk Sell on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Demio and click on "Connect".
- Authenticate your Demio and Zendesk Sell accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create leads after a Demio webinar?
Yes, you can! Latenode's visual editor makes it simple to trigger lead creation in Zendesk Sell whenever someone registers for your Demio webinar, saving your sales team valuable time.
What types of tasks can I perform by integrating Demio with Zendesk Sell?
Integrating Demio with Zendesk Sell allows you to perform various tasks, including:
- Create new Zendesk Sell leads from Demio webinar registrants.
- Update lead information in Zendesk Sell based on Demio attendance.
- Add notes to Zendesk Sell deals after a Demio event.
- Trigger email sequences in Zendesk Sell for Demio attendees.
- Segment Zendesk Sell contacts based on Demio webinar engagement.
How does Latenode handle Demio webinar recording links?
Latenode can automatically retrieve Demio recording links and add them to Zendesk Sell lead or contact records for easy access.
Are there any limitations to the Demio and Zendesk Sell integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data from Demio prior to integration setup won't be automatically synced.
- Complex custom field mappings in Zendesk Sell may require JavaScript for transformation.
- Large Demio events with thousands of attendees may experience processing delays.
