Zapier is an automation platform that connects your favourite apps and services, allowing you to streamline workflows without writing code. At SalesDesk, we integrate with Zapier to enable teams to automate repetitive tasks—such as syncing CRM records, triggering workflows based on sales activity, or sending notifications across tools. This helps reduce manual effort, ensures data consistency, and allows your sales team to focus on what matters most: closing deals and engaging customers.

By leveraging Zapier, SalesDesk users can connect to over 7,000 other apps and customise their workflows to fit the unique needs of their sales processes.

The SalesDesk Zapier App has three functions: Connections (authentication), Triggers, and Actions. We also offer Zapier templates for common workflows you can configure and use yourself.

The Zapier app can be found here at Zapier.

Connections

Triggers

Actions

Templates

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Intro Video

Want to get going quickly? Follow the steps in this short video.