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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.
Connect Moxie and Zendesk Sell in minutes with Latenode.
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Create a New Scenario to Connect Moxie 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 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.
Moxie
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.
Moxie
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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 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.
Set Up the Moxie 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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Moxie
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Moxie, 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 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.
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.
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.
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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 Moxie account to Zendesk Sell using Latenode?
To connect your Moxie account to Zendesk Sell on Latenode, follow these steps:
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:
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: