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How to connect Monday and Zendesk Sell
Create a New Scenario to Connect Monday 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 Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or Zendesk Sell will be your first step. To do this, click "Choose an app," find Monday or Zendesk Sell, and select the appropriate trigger to start the scenario.
Add the Monday Node
Select the Monday 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 Monday 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 Monday 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 Monday 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 Monday, 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 Monday and Zendesk Sell integration works as expected. Depending on your setup, data should flow between Monday 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 Monday and Zendesk Sell
Monday + Zendesk Sell + Slack: When a new lead is created in Zendesk Sell, a corresponding item is created in a specified Monday board. When the status of that item is updated in Monday (indicating qualification), a notification is sent to a designated Slack channel.
Zendesk Sell + Monday + Google Sheets: When a deal is updated in Zendesk Sell, the relevant deal information, along with the status of a related project in Monday, are logged into a Google Sheet. This provides a consolidated view of sales performance and project progress.
Monday and Zendesk Sell integration alternatives
About Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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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 Monday and Zendesk Sell
How can I connect my Monday account to Zendesk Sell using Latenode?
To connect your Monday account to Zendesk Sell on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Monday and click on "Connect".
- Authenticate your Monday and Zendesk Sell accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Monday when a deal closes?
Yes, with Latenode, automatically update Monday when a deal closes in Zendesk Sell. Our visual editor and advanced logic blocks simplify this, keeping project boards current and aligned to sales wins.
What types of tasks can I perform by integrating Monday with Zendesk Sell?
Integrating Monday with Zendesk Sell allows you to perform various tasks, including:
- Create Monday items from new Zendesk Sell leads.
- Update Zendesk Sell contacts when a Monday status changes.
- Sync deal stages in Zendesk Sell with project phases in Monday.
- Generate reports in Monday based on Zendesk Sell sales data.
- Trigger custom notifications in Monday upon Zendesk Sell deal closure.
How can I transform data between Monday and Zendesk Sell fields?
Latenode's JavaScript code blocks allow custom data transformations, ensuring seamless mapping between Monday and Zendesk Sell fields, even with complex data structures.
Are there any limitations to the Monday and Zendesk Sell integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Rate limits of Monday and Zendesk Sell APIs apply.
- Initial setup requires clear mapping of fields between the platforms.
