Zapier Actions let you automate tasks between Salesdesk and other apps—no code needed. For example, when a lead fills out a form, Salesdesk can auto-create a contact, assign it to a rep, and trigger a follow-up. This saves time, cuts manual work, and keeps your sales process moving fast.

The SalesDesk Zapier app currently supports the following actions:

Create Contact

Create a new Contact record in SalesDesk using data from Zapier.

Create Lead

Create a new Lead record in SalesDesk using data from Zapier.

Invite Contact or Lead

Invite a new Contact or Lead using data from Zapier.

Add Note to Record

Add a note to an existing record in SalesDesk using data from Zapier.

Customer User Exists

Verify if a Customer User (Lead or Contact) exists in SalesDesk.

Find Customer User By Email

Find a Customer User (Lead of Contact) in SalesDesk using an email address.

Get Record

Get the details for a record in SalesDesk using the record ID.

Get Record Field Value

Get the value of a field in a record in SalesDesk.

Set Record Field Value

Set the value of a field in a record in SalesDesk.