Zendesk Sell and Sertifi integration + automation

Zendesk Sell and Sertifi integrations couldn’t be easier with the Tray Platform’s robust Zendesk Sell and Sertifi connectors, which can connect to any service without the need for separate integration tools.

Zendesk Sell and Sertifi Connector Details

Zendesk Sell

Zendesk Sell

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UsesSales
CategoryProject Management, Customer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Delete callDelete contactDelete dealList lead fieldsList deal associated contactsCreate callCreate contactCreate dealCreate leadCreate noteCreate orderCreate productand 18 more...
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Sertifi

Sertifi

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UsesFinance and Accounting
CategoryContract Management
Connector TypeUniversal Connector

Minor Configuration Required

To get data in and out of Zendesk Sell and Sertifi, use one of our generic connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder

While it takes a little more time up front - we suggest using Connector Builder to make it faster to build Zendesk Sell and Sertifi integrations down the road.

The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
Udemy

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