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Managing leads in sequences via API and Zapier

Piotr Planeta
  • Edited
亚博Zendesk产品经理

Using the Zendesk Public API and Zapier actions, you can automate parts of the sequencing process to really speed up your workflow.

This article covers the following topics:

Related articles:

Prerequisites

This feature requires you to install theZapier for Sell app, available in the Zendesk Marketplace (seeUsing Zapier with Sell). You must also have Sales Engagement Tools (Reach) in your Sell plan.

Managing leads and contacts in sequences via the Public API

You can add new leads and contacts to selected sequences, as well as retrieving sequence enrollments using the Zendesk Public API. SeeSequence Enrollmentson the Zendesk Developers API website for the code and attributes of the following actions:

Sequence enrollments- To start and manage sequences for leads and contacts.

  • To automate an email or task in a step, see theEnrollmentStep propertiesandEnrollmentStepAction propertiestables.
  • For the attributes of general properties, see thePropertiestable.

Endpoints

  • To return all available sequence enrollments, see theRetrieve all sequence enrollmentstable.
  • For new sequences, see theCreate a new sequence enrollmenttable.
  • To return a single enrollment, see the parameters in theRetrieve a single sequence enrollmenttable.
  • To update enrollment information see the parameters in theUpdate a sequence enrollmenttable.
  • To finalize ongoing sequence enrollments see the attributes in theFinish sequence enrollments for a given resourcetable.

Managing leads and contacts in sequences via Zapier

Using Zapier, you can add actions to both create a sequence enrollment and stop all sequence enrollments.

To create a sequence enrollment

  1. In the Zapier app, expandChoose account.
  2. UnderSet up action, click theSequencedropdown menu and choose a sequence from all of the sequences on your account. You can also directly pass the Sequence ID.
  3. In the销售资源section, click theResource IDdropdown menu and choose the lead or contact ID that you want to enroll.
  4. Click theResource Typedropdown menu and chooseLeadorContact.
  5. Click theSequence Owner IDdropdown menu and choose the user that the emails will be sent from - it makes sense for it to be the Lead or Contact owner ID.

To stop all sequence enrollments

  1. In the Zapier app, expandChoose account.
  2. UnderSet up action, click theResource IDdropdown menu and choose the lead or contact ID that you want to unenroll.
  3. Click theResource Typedropdown menu and chooseLeadorContact.
  4. Click theSequence IDdropdown menu and choose the sequence or sequences that you want to stop enrollments for.
    Note:If you leave it blank, it will stop all the active sequences for that lead or contact.

你也可以search for a sequence by the sequence ID or name inFind sequence.

Using Zapier

Zapier allows you to automate a lot of common workflows for sequencing. For example, if you use theCalendly-Sell integrationto set up meetings with your prospects, you could use Zapier to automatically include links in the sequence emails.

There are three actions you must make, first you must create a trigger, next find a lead or contact, then stop all enrollments for that lead or contact. In the following process we will use a lead as the example.

To start an "Invitee created" trigger with Calendly.

  1. Open theCalendlyapp and clickTrigger.
  2. Click theTrigger eventdropdown menu and chooseInvitee createdInstant.
  3. ClickContinue.

To use the "Find Lead" search to find a lead with an invitee email in Sell

  1. Click the actionFind Lead in Zendesk Sell, and expandSet up action.
  2. Enter the Lead ID, the company name of the lead, the lead's first and last name, and their email address.
  3. Click the这一步应该考虑吗a "success" when nothing is founddropdown menu and chooseFalse.
  4. If the lead hasn't been created yet, select the checkbox forCreate Zendesk Sell lead if it doesn't exist yet?
  5. ClickClose.

To stop all sequences for that lead

  1. Click the actionStop all sequence enrollments in Zendesk Sell, and expandSet up action.
  2. Click theResource IDdropdown menu and choose the lead ID that you want to stop sequence enrollments for.
  3. Click theResource Typedropdown menu and chooseLead.
  4. Click theSequence IDdropdown menu and choose the sequence or sequences that you want to stop enrollments for.

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