Zendesk Sell + PlanBox Integrations
Integrate Zendesk Sell with PlanBox to automate your tasks, leaving you more time to focus on business-critical processes.
Schedule a demo, to find out how the Zendesk Sell to PlanBox integration helps boost your business’ efficiency.
20 Million work hours saved
Award Winning App Integration Platform
Zendesk Sell is an online and mobile-based customer relationship management solution that enables B2B and B2C sales professionals to manage sales, track prospects, and communicate with customers proactively from any location.
Planbox is a project management software that helps you to prioritize, plan, collaborate, and track tasks and project work across the entire organization.
PlanBox IntegrationsIt's easy to connect Zendesk Sell + PlanBox without coding knowledge. Start creating your own business flow.
- Triggers
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Deal Enters A New StageTriggers when a deal enters a new stage.
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New ContactTriggers when a new contact is created.
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New DealTriggers when a new deal is created.
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New LeadTriggers when new lead is created.
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New NoteTriggers when a new note is created.
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New Product In CatalogTriggers when a new product in catalog is created. Requires sell enterprise plan or higher.
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New TaskTriggers when a new task is created.
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Updated ContactTriggers when an existing contact is updated.
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Updated LeadTriggers when an existing lead is updated.
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Updated dealTriggers when an existing deal is updated.
- Actions
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Create CompanyCreates a company.
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Create DealCreates a new deal.
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Create Leadcreates a new lead.
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Create NoteCreates a note
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Create PersonCreates a person
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Create Product in catalogCreates a product in a catalog
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Create and Update ContactCreate and Update Contact
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Create taskCreates a task
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Update CompanyUpdates an existing company.
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Update DealUpdates an existing deal.
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Update LeadUpdates a lead.
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Update PersonUpdates an existing person.
Compliance Certifications and Memberships
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