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How to connect Lark and Zendesk Sell
Create a New Scenario to Connect Lark 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 Lark, triggered by another scenario, or executed manually (for testing purposes). In most cases, Lark or Zendesk Sell will be your first step. To do this, click "Choose an app," find Lark or Zendesk Sell, and select the appropriate trigger to start the scenario.
Add the Lark Node
Select the Lark 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 Lark 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 Lark 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 Lark 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 Lark, 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 Lark and Zendesk Sell integration works as expected. Depending on your setup, data should flow between Lark 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 Lark and Zendesk Sell
Zendesk Sell + Google Sheets + Lark: When a new deal is created in Zendesk Sell, add the deal information as a new row in a Google Sheet. Then, send a message to a Lark group chat to notify the team about the new deal.
Zendesk Sell + Lark + Slack: When a deal is updated in Zendesk Sell (specifically when the deal closes), send a congratulatory message to the assigned sales representative in Lark. Also, post a message in a dedicated Slack channel to announce the successful deal closure.
Lark and Zendesk Sell integration alternatives
About Lark
Use Lark within Latenode to centralize team comms & automate notifications based on workflow triggers. Aggregate messages, streamline approvals, and post updates to specific channels. Benefit from Latenode's visual editor and logic tools for advanced routing that keeps everyone informed and aligned.
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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
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FAQ Lark and Zendesk Sell
How can I connect my Lark account to Zendesk Sell using Latenode?
To connect your Lark account to Zendesk Sell on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Lark and click on "Connect".
- Authenticate your Lark and Zendesk Sell accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Zendesk Sell contacts from new Lark form submissions?
Yes, you can! Latenode lets you automatically create contacts, saving time and ensuring no lead is missed. Our visual editor makes setup simple, even with complex logic.
What types of tasks can I perform by integrating Lark with Zendesk Sell?
Integrating Lark with Zendesk Sell allows you to perform various tasks, including:
- Create new Zendesk Sell leads from new Lark form responses automatically.
- Send Lark notifications for updated Zendesk Sell deal stages.
- Update Zendesk Sell contact information based on Lark profile updates.
- Create Lark group messages when new deals are created in Zendesk Sell.
- Track Zendesk Sell activity in a Lark spreadsheet in real-time.
How secure is data shared between Lark and Zendesk Sell on Latenode?
Latenode uses advanced encryption and secure protocols to protect your data during transfer. We adhere to strict security standards to ensure privacy.
Are there any limitations to the Lark and Zendesk Sell integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Lark and Zendesk Sell APIs may affect high-volume workflows.
- Custom fields in Zendesk Sell might require manual mapping during workflow configuration.
- Complex data transformations may necessitate JavaScript coding in some integration scenarios.
