Managing leads in sequences via API and Zapier

What's my plan?

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:

• Prerequisites
• Managing leads and contacts in sequences via the Public API
• Managing leads and contacts in sequences via Zapier
• Using Zapier

Related articles:

• Setting up email sequences in Sell

• Sending an email and task sequence to leads and contacts in Sell

• Best practices for preventing your Sell email messages from being flagged as spam

Prerequisites

This feature requires you to install the Zapier for Sell app, available in the Zendesk Marketplace (see Using 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. See Sequence Enrollments on 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 the EnrollmentStep properties and EnrollmentStepAction properties tables.
• For the attributes of general properties, see the Properties table.

Endpoints

• To return all available sequence enrollments, see the Retrieve all sequence enrollments table.
• For new sequences, see the Create a new sequence enrollment table.
• To return a single enrollment, see the parameters in the Retrieve a single sequence enrollment table.
• To update enrollment information see the parameters in the Update a sequence enrollment table.
• To finalize ongoing sequence enrollments see the attributes in the Finish sequence enrollments for a given resource table.

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, expand Choose account.
2. Under Set up action, click the Sequence dropdown menu and choose a sequence from all of the sequences on your account. You can also directly pass the Sequence ID.
3. In the Sell Resource section, click the Resource ID dropdown menu and choose the lead or contact ID that you want to enroll.
4. Click the Resource Type dropdown menu and choose Lead or Contact.
5. Click the Sequence Owner ID dropdown 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, expand Choose account.
2. Under Set up action, click the Resource ID dropdown menu and choose the lead or contact ID that you want to unenroll.
3. Click the Resource Type dropdown menu and choose Lead or Contact.
4. Click the Sequence ID dropdown 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.

You can also search for a sequence by the sequence ID or name in Find sequence.

Using Zapier

Zapier allows you to automate a lot of common workflows for sequencing. For example, if you use the Calendly-Sell integration to 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 the Calendly app and click Trigger.
2. Click the Trigger event dropdown menu and choose Invitee created Instant.
3. Click Continue.

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

1. Click the action Find Lead in Zendesk Sell, and expand Set 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 Should this step be considered a "success" when nothing is found dropdown menu and choose False.
4. If the lead hasn't been created yet, select the checkbox for Create Zendesk Sell lead if it doesn't exist yet?
5. Click Close.

To stop all sequences for that lead

1. Click the action Stop all sequence enrollments in Zendesk Sell, and expand Set up action.
2. Click the Resource ID dropdown menu and choose the lead ID that you want to stop sequence enrollments for.
3. Click the Resource Type dropdown menu and choose Lead.
4. Click the Sequence ID dropdown menu and choose the sequence or sequences that you want to stop enrollments for.