Integrate Zendesk Sell with SimpleSign
Send information between Zendesk Sell and SimpleSign automatically, without writing any code, using Zoho Flow.
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Generate a new contact in SimpleSign each time a new contact is created in Zendesk Sell
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in SimpleSign whenever a new contact is created in Zendesk Sell.
How it works
- The flow triggers when a new contact is created in Zendesk Sell.
- Zoho Flow adds a new recipient into your contact directory in SimpleSign.
Generate a new contact in SimpleSign each time a new contact is created in Zendesk Sell
Zendesk Sell + SimpleSign
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Supported triggers and actions
Integrate Zendesk Sell and SimpleSign using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Lead created
Triggers when a new lead is created
Deal created
Triggers when a new deal is created
Document updated
Triggers when a document is sent, signed, or rejected
All Actions - Actions are the automated tasks
Create task
Create a new task
Create task
Create a new task
Create deal
Create a new deal
Create lead
Creates a new lead
Create contact
Creates a new contact
Update deal
Updates the details of an existing deal by ID
Update lead
Updates the details of an existing lead by ID
Fetch user
Fetch the details of the existing user by email address
Fetch lead
Fetch the details of the existing lead by email address
Add recipient
Adds a new recipient into your contact directory
Send reminder
Sends a reminder to the specified recipients
Update recipient
Updates the details of an existing recipient
Fetch document
Fetches the details of an existing document
What is Zendesk Sell?
Zendesk Sell is sales force automation software that lets you manage tickets, build a web-based knowledge base, and create an online community for customer conversations.
Similar apps
What is SimpleSign?
SimpleSign is an e-signing and contract management application that lets you create, send, track, and e-sign business documents and contracts.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
