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Automatically create Zendesk Sell leads from new Gmail inquiries. Latenode's visual editor and flexible JavaScript blocks let you enrich data before lead creation. Scale affordably and manage sales workflows end-to-end.
Connect Gmail and Zendesk Sell in minutes with Latenode.
Create Gmail to Zendesk Sell workflow
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Create a New Scenario to Connect Gmail 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 Gmail, triggered by another scenario, or executed manually (for testing purposes). In most cases, Gmail or Zendesk Sell will be your first step. To do this, click "Choose an app," find Gmail or Zendesk Sell, and select the appropriate trigger to start the scenario.
Add the Gmail Node
Select the Gmail node from the app selection panel on the right.
Gmail
Add the Zendesk Sell Node
Next, click the plus (+) icon on the Gmail node, select Zendesk Sell from the list of available apps, and choose the action you need from the list of nodes within Zendesk Sell.
Gmail
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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 Gmail 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 Gmail 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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Gmail
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Gmail, 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 Gmail and Zendesk Sell integration works as expected. Depending on your setup, data should flow between Gmail and Zendesk Sell (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Gmail + Zendesk Sell + Google Sheets: When a new email arrives in Gmail, the flow searches for a lead in Zendesk Sell using the sender's email. If no lead is found, a new lead is created. The lead's details are then added as a new row to a Google Sheet for reporting.
Zendesk Sell + Gmail + Slack: When a deal stage is updated in Zendesk Sell, the flow sends an email to the lead associated with the deal, informing them of the stage change. It then notifies the sales team on a Slack channel about the updated deal stage.
About Gmail
Automate email tasks within Latenode. Send, receive, and manage Gmail messages as part of larger workflows. Automatically extract data from emails to update databases or trigger actions in other apps. Integrate Gmail with AI tools for content analysis or with CRMs to automate lead nurturing. Latenode's visual editor makes it easy to build scalable email automation without coding.
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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 Gmail account to Zendesk Sell using Latenode?
To connect your Gmail account to Zendesk Sell on Latenode, follow these steps:
Can I automatically log Gmail correspondence in Zendesk Sell?
Yes, you can! Latenode lets you log Gmail conversations as Zendesk Sell activities. This provides a complete communication history, improving context and enabling better follow-ups.
What types of tasks can I perform by integrating Gmail with Zendesk Sell?
Integrating Gmail with Zendesk Sell allows you to perform various tasks, including:
Can I use AI to summarize email content before logging it to Sell?
Yes! Latenode provides AI-powered blocks for summarizing emails, extracting key data, and formatting it before sending to Zendesk Sell.
Are there any limitations to the Gmail and Zendesk Sell integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: