Single conditions in Zendesk Sell triggers are straightforward criteria that, when met, trigger an action. These are useful for simple workflows where only one condition needs to be satisfied. Examples include 'Deal Value is greater than 10000', 'Deal Source is Tradeshow', 'Deal Stage is Ready for demo', 'Deal primary contact is VIP Company', and 'Deal source is Webinar'.
Using single conditions can help you quickly automate actions like changing the deal owner or updating the deal stage, making your sales process more efficient.
You can change the owner of a deal in Zendesk Sell by setting up a sales trigger. This is particularly useful when a deal reaches a certain stage or value. For example, if a deal is ready for a demo or its value exceeds $10,000 and originated from…
In Zendesk Sell, you can mark a deal as 'Hot' by setting up specific sales triggers based on certain conditions. This is useful for prioritizing deals that have a higher likelihood of closing. For instance, if a deal originated from a webinar or if…
Yes, you can use multiple conditions to change the deal stage in Zendesk Sell. This flexibility allows you to tailor the triggers to fit your specific sales processes. For example, you might want to update the deal stage to 'Ready for demo' if the…