Moxie and Zendesk Sell Integration

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Connect Moxie to Zendesk Sell to automate lead creation from customer interactions. Latenode's visual editor simplifies complex workflows, while affordable, execution-based pricing makes scaling your sales automation easier than ever.

Swap Apps

Moxie

Zendesk Sell

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Moxie and Zendesk Sell

Create a New Scenario to Connect Moxie and Zendesk Sell

In the workspace, click the β€œCreate 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 Moxie, triggered by another scenario, or executed manually (for testing purposes). In most cases, Moxie or Zendesk Sell will be your first step. To do this, click "Choose an app," find Moxie or Zendesk Sell, and select the appropriate trigger to start the scenario.

Add the Moxie Node

Select the Moxie node from the app selection panel on the right.

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Moxie

Configure the Moxie

Click on the Moxie node to configure it. You can modify the Moxie URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Moxie

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Run node once

Add the Zendesk Sell Node

Next, click the plus (+) icon on the Moxie 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.

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Configure the Moxie 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.

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Zendesk Sell Oauth 2.0

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The action ID

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Run node once

Set Up the Moxie 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 Moxie, 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 β€œRun once” and triggering an event to check if the Moxie and Zendesk Sell integration works as expected. Depending on your setup, data should flow between Moxie 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 Moxie and Zendesk Sell

Moxie + Slack: When a new Moxie project is created, search for existing clients to associate with the project, then alert the sales team in a Slack channel about the new high-value project, prompting follow-up actions.

Moxie + Zendesk Sell + Google Sheets: When a new Moxie project is created, find or create a corresponding lead in Zendesk Sell, then log the Moxie project details into a Google Sheet for tracking sales performance against Zendesk Sell opportunities.

Moxie and Zendesk Sell integration alternatives

About Moxie

Use Moxie in Latenode to automate data entry and validation workflows. Pull data from multiple sources, use Moxie to clean and standardize it, then push the refined data to your databases or apps. Benefit from Latenode's visual editor and scalable architecture to handle large datasets efficiently without code.

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.

See how Latenode works

FAQ Moxie and Zendesk Sell

How can I connect my Moxie account to Zendesk Sell using Latenode?

To connect your Moxie account to Zendesk Sell on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Moxie and click on "Connect".
  • Authenticate your Moxie and Zendesk Sell accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Zendesk Sell leads from new Moxie chats?

Yes, you can! Latenode allows real-time lead creation. This ensures no potential sales opportunity is missed, boosting conversion rates with automated data transfer.

What types of tasks can I perform by integrating Moxie with Zendesk Sell?

Integrating Moxie with Zendesk Sell allows you to perform various tasks, including:

  • Create new Zendesk Sell leads from qualified Moxie chat conversions.
  • Update Zendesk Sell contact information based on Moxie chat data.
  • Send Moxie chat transcripts to Zendesk Sell as activity logs.
  • Trigger Zendesk Sell tasks when specific keywords appear in Moxie chats.
  • Automatically assign Zendesk Sell owners based on Moxie chat routing.

Can I trigger Zendesk Sell automations from Moxie events?

Yes, you can. Latenode allows triggering Zendesk Sell workflows based on actions in Moxie, creating a fully synchronized sales process.

Are there any limitations to the Moxie and Zendesk Sell integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations may require custom JavaScript coding.
  • Real-time updates depend on the API limits of both Moxie and Zendesk Sell.
  • Historical data synchronization requires a separate, one-time workflow setup.

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