nerve
Zendesk-sell + Nerve
Sales CRM for pipeline management, lead tracking, and contact organization.
What Nerve can do with Zendesk-sell
Look things up 5
Find Deal
Find Deal. Look up a deal by ID or name
Find Contact
Find Contact. Find a contact by email, name, or other identifier
Find Lead
Find Lead. Find a lead by one or more fields
Find Company
Find Company. Finds a company (organization contact) by name, email, or phone
Find User
Find User. Finds a user by ID, email, name, or status
Make changes 7
Create Contact
Create Contact. Create a new contact
Create Lead
Create Lead. Create a new lead record
Create Deal
Create Deal. Create a new deal under an existing contact
Update Contact
Update Contact. Update fields of an existing contact
Update Deal
Update Deal. Update fields of an existing deal
Create Note
Create Note. Add a note to a deal, lead, or contact
Custom API Call
Custom API Call. Make a custom API call to a specific endpoint
Start a workflow when something happens in Zendesk-sell
- New Contact
- New Lead
- New Deal
- Updated Lead
- Updated Contact
- Updated Deal
- Deal Enters New Stage
- New Note
Works with
- Agents. An Agent can use Zendesk-sell when you grant it the capability.
- Workflows. Zendesk-sell can be a step in a workflow that runs the same way every time.
- Approvals. Actions that matter can wait for a person before Zendesk-sell is touched.
You connect with: account details.
How it can work
- 1
Something happens
- 2
An Agent or workflow decides what to do
- 3
A person approves, if it matters
- 4
Zendesk-sell: create contact
Connected is not unrestricted
Connecting Zendesk-sell does not give every Agent unrestricted access to it. Each Agent needs the capability granted, the identity it acts as must be allowed, and consequential actions can wait for a person to approve them.
How Nerve controls actionsRelated integrations
- PipedriveSales and CRMSales CRM and pipeline management software61 actions · 13 events
- HubSpotSales and CRMPowerful CRM that offers tools for sales, customer service, and marketing automation.53 actions · 22 events
- NinjaPipeSales and CRMNinjaPipe CRM integration with contacts, companies, deals, tasks (under projects), pipelines, products, budgets, projects, orders, lists, and Databin webhook delivery.51 actions · 8 events
- WedofContent and filesAutomatisez la gestion de vos dossiers de formations (CPF, EDOF, Kairos, AIF, OPCO et autres)
Deploy your first Nerve Agent
Start with one conversation your team handles every day. Give the Agent what it needs to know, connect the tools it should use, and decide where a person steps in.
