Zendesk Sell integration with QuickBooks Online
How to Add new Zendesk Sell contacts to QuickBooks Online as customers
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new Zendesk Sell contacts to QuickBooks Online as customers" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Zendesk Sell integrations
Communication is key to customer engagement and retention. Together, Nekton and Zendesk Sell automate the communication process without sacrificing genuine connections with customers. Nekton will automatically manage lists, keep cross-app information consistent, and track leads, so that you can be productive and focus on the most important part of your sales pipeline: your customers.
Zendesk Sell actions
Nekton can use any feature that is available in Zendesk Sell API.
Using our advanced AI, you can easily create custom automations for Zendesk Sell.
Here are some typical actions you can do in your automated workflows.
Create Company
Creates a new company.
Create Person
Creates a new person.
Create Deal
Creates a new deal.
Stop Sequence Enrollments
Stops sequence enrollments for a given lead.
Create Lead
Creates a new lead.
Create Note
Creates a new note for an existing lead, contact or deal.
About Zendesk Sell
Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.