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Automatically create or update Zendesk Sell leads from OpenPhone calls and texts using Latenode's visual editor. Scale lead management using affordable execution-based pricing.
Connect OpenPhone and Zendesk Sell in minutes with Latenode.
Create OpenPhone to Zendesk Sell workflow
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Create a New Scenario to Connect OpenPhone 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 OpenPhone, triggered by another scenario, or executed manually (for testing purposes). In most cases, OpenPhone or Zendesk Sell will be your first step. To do this, click "Choose an app," find OpenPhone or Zendesk Sell, and select the appropriate trigger to start the scenario.
Add the OpenPhone Node
Select the OpenPhone node from the app selection panel on the right.
OpenPhone
Configure the OpenPhone
Click on the OpenPhone node to configure it. You can modify the OpenPhone URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Zendesk Sell Node
Next, click the plus (+) icon on the OpenPhone node, select Zendesk Sell from the list of available apps, and choose the action you need from the list of nodes within Zendesk Sell.
OpenPhone
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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 OpenPhone 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 OpenPhone 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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OpenPhone
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring OpenPhone, 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 OpenPhone and Zendesk Sell integration works as expected. Depending on your setup, data should flow between OpenPhone and Zendesk Sell (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
OpenPhone + Zendesk Sell + Slack: When a call event is triggered in OpenPhone, a new lead is created in Zendesk Sell. A notification is then sent to a designated Slack channel to alert the sales team.
Zendesk Sell + OpenPhone + Google Sheets: When a deal is updated in Zendesk Sell, particularly when it reaches a closed status, the deal details are logged in a Google Sheet. OpenPhone then sends a thank you SMS to the associated contact.
About OpenPhone
Use OpenPhone in Latenode to automate SMS and call workflows. Log activities, trigger actions based on call outcomes, and sync data to CRMs. By using Latenode, you orchestrate OpenPhone within complex workflows, adding logic and integrations not available in OpenPhone alone. Scale customer communication using no-code tools and AI.
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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 OpenPhone account to Zendesk Sell using Latenode?
To connect your OpenPhone account to Zendesk Sell on Latenode, follow these steps:
Can I automatically create Zendesk Sell leads from OpenPhone calls?
Yes, you can! Latenode lets you automatically create new Zendesk Sell leads from OpenPhone call activity. This ensures no potential deal is missed, saving your sales team valuable time.
What types of tasks can I perform by integrating OpenPhone with Zendesk Sell?
Integrating OpenPhone with Zendesk Sell allows you to perform various tasks, including:
How does Latenode enhance OpenPhone's automation capabilities?
Latenode unlocks advanced logic for OpenPhone, combining no-code blocks with JavaScript, AI, and browser automation for custom workflows.
Are there any limitations to the OpenPhone and Zendesk Sell integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: