Zendesk Sell

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What is Zendesk Sell?

Zendesk Sell is a sales CRM from Zendesk for managing leads, contacts, deals and pipelines, with built in email and calling. Keeping records current after every call and meeting is the routine work. This connection lets Fabric's assistant handle it for you, in plain language.

What Fabric's assistant can do with Zendesk Sell

Once Zendesk Sell is connected, Fabric's AI assistant can update your CRM from a simple request.

Find records. Find Lead, Find Person, Find Company, Find Deal and related lookups for stages, sources, products, sequences and users pull up what you need before a call.

Add and update records. Create and update actions cover leads, people, companies and deals, and the Find or Create actions avoid duplicates. Update Deal moves a deal to a new stage after a meeting.

Notes and tasks. Create Note logs what happened, and Create Task sets the next step. Notes from a call in Fabric can go to the right deal in one request.

Sequences and products. Create Sequence Enrollment adds someone to a sequence and Stop Sequence Enrollments stops it, and product actions keep the catalog current.

You stay in control

The assistant works from your instructions, and it confirms with you before creating or changing records or enrolling people in sequences, unless you've told it not to for a particular task. Finding records never changes anything.

When a job should run regularly, a Fabric AI job can run on a schedule, such as a Friday summary of deals that changed stage. The connection also includes events, such as New Lead, New Deal, Deal Enters New Stage, New Note and New Task, which can start an automation.

Search your CRM from Fabric

Connecting Zendesk Sell also adds keyword search over your Zendesk Sell records from Fabric's main search.

How people use it

Account executives log call notes to a deal and set a follow up task.

SDRs add leads from an event list without duplicates.

Sales teams keep account research in Fabric and push it into the CRM.

Founders check a deal's stage before an investor update.

Frequently asked questions

What does the Zendesk Sell connection do?

It lets Fabric's assistant find, create and update leads, people, companies, deals and products, add notes and tasks, and manage sequence enrollments, and it adds keyword search over Zendesk Sell in Fabric.

Can I update Zendesk Sell with AI?

Yes. Tell the assistant what changed and it updates the record, after you confirm.

Can it log call notes?

Yes. Create Note adds a note to the lead, person or deal.

Can it move a deal to a new stage?

Yes. Update Deal changes the stage.

Can it add someone to a sequence?

Yes. Create Sequence Enrollment enrolls them, and Stop Sequence Enrollments stops it.

What happens when a deal changes stage?

Deal Enters New Stage is an event in the connection, and it can start an automation, such as notifying your team.

Is my data secure?

Everything in Fabric is encrypted in transit and at rest, and the connection acts on your account with your authorization. See the privacy and security guide.

Does Fabric work with other sales tools?

Yes. You can also connect HubSpot and Salesforce. See also the CRM use case.