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Integration · CallTools to Zendesk Sell

Zendesk Sell and CallTools integration

We connect CallTools to Zendesk Sell so every call, outcome and follow-up lands on the right lead or contact. It is a one-time setup by our team, not a monthly middleware subscription.

  • From $100, one-time setup
  • No monthly fees from us
  • Tested on your own calls before go-live
Get a written scope
CallTools Zendesk Sell

One call ends in CallTools. In Zendesk Sell:

  1. Call logged on the lead or contactLength, direction and the rep who took it
  2. Recording attachedLinked from the call record
  3. Outcome moves the dealThe stage or field you choose
One-time setup
From $100
Monthly fee from us
$0
Working days to a written scope
2
Working days to build and test
5–10

Get a fixed price for CallTools + Zendesk Sell

One-time setup, no monthly fees. Tell us where to send it and we reply within 2 working days.

or

What we connect between CallTools and Zendesk Sell

A typical setup. We adjust each line to how your team uses CallTools and Zendesk Sell.

When this happensThis is what you get
A call endsA call record on the matching lead or contact, owned by the right Zendesk Sell user
The call recordingAttached to that call record
The call outcomeThe deal stage or a lead or contact field you choose
A missed call or voicemailA follow-up task for the lead or contact owner
A do-not-call requestA do-not-call flag on the lead or contact
A caller who is not in Zendesk Sell yetA new lead or contact, checked against existing records first

Field mapping, event by event

Each CallTools event and exactly what it writes in Zendesk Sell. Pick an event to see its fields.

1. Trigger · CallTools When a call ends Every call made or received in CallTools
2. Action · Zendesk Sell Log the call record In Zendesk Sell, on the lead or contact — Where your team already works
Zendesk Sell field Mapped from What happens
Activity date Call time15 Sep, 4:00 pm Shown in your time zone
Call length Call length3 min 04 s Stored the way Zendesk Sell expects
Call outcome Call outcomeInterested Matched to your own list of outcomes
Recording Call recordingPlayable audio Added once the file is ready
Call notes Call notesAsked for pricing Saved as note text
Owner Rep’s nameMaria Lopez Matched to the same person in Zendesk Sell
Lead or contact Matched by phone number+1 415 555 0142 A new lead or contact is created only if none match
1. Trigger · CallTools When an outcome is set A rep marks how the call went
2. Action · Zendesk Sell Update the deal In Zendesk Sell — Moves one record, not all of them
Zendesk Sell field Mapped from What happens
Which deal Most recent open dealNorthwind — 12 seats On the matching lead or contact, owned by the rep on the call
Stage Call outcomeInterested Looked up in the outcome-to-stage list we agree with you
1. Trigger · CallTools When a call is missed Nobody picked up in time
2. Action · Zendesk Sell Create a task In Zendesk Sell, for the lead or contact owner — A call-back nobody forgets
Zendesk Sell field Mapped from What happens
Title Caller number+1 415 555 0142 “Call back” plus the lead or contact name, or the number if unknown
Due Your follow-up windowWithin 1 hour Set to how fast your team calls back
Assigned to Lead or contact ownerMaria Lopez Falls back to the rep who was on the line

Sample values are made up. The exact fields are agreed with you in your scope.

A one-time setup, not a monthly middleware bill

We are not a middleware. We plan the connection, set it up, test it on your calls and hand it over.

Web Repay integration setup Middleware subscription
What you pay One-time setup, from $100 (one-off) A monthly plan, often priced by tasks or operations
As call volume grows The same price, no per-task charges Costs rise with every call that syncs
Who builds and tests it We do, on your own CallTools calls Your team builds and maintains every step
Where it runs In your own CallTools and Zendesk Sell accounts, documented Inside the middleware vendor’s platform
When something changes Additional support as needed, when you request it Your team fixes the broken steps

Where a small connector layer is the most reliable route, we say so in your written scope, set it up in your own account and choose the option with the lowest running cost.

Where CallTools and Zendesk Sell setups usually go wrong

Two updates for one call

CallTools can report a call and its outcome at different moments. Left alone, that creates two activities in Zendesk Sell. We combine them into one clean record.

Phone numbers written two ways

CallTools and Zendesk Sell often store numbers in different formats. Left alone, a caller who already exists becomes a second lead or contact. We match on a cleaned-up number before anything is created.

Reps matched to Zendesk Sell users

If a CallTools user is not matched to a Zendesk Sell user, calls log without an owner. We match every rep before go-live.

Updating the right deal

An outcome has to change one deal, not every deal on the record. We agree the rule with you before we build.

How we set it up

  1. 1

    Tell us what should connect

    Which calls, outcomes and follow-ups should reach Zendesk Sell. You get a written scope with a fixed one-time price.

  2. 2

    Give us access

    Admin access to CallTools and Zendesk Sell for the setup. Nothing for you to install, and no new subscription to start.

  3. 3

    We build and test

    We connect the two tools, map every detail and test it with real calls before your team relies on it.

  4. 4

    Handover

    You get a short document of what is connected and how it behaves. It runs in your own accounts, with no monthly fee from us.

Agents on headsets working at their desks
Test call passedEvery field in the table checked LiveWatched for the first week

What it costs

From $100 one-time setup

Starting price for connecting CallTools and Zendesk Sell, built and tested. Larger mappings get a fixed quote in writing before we start.

No monthly fee from us. Additional support is available as needed, whenever you request it.

Get a written scope

Tell us what should happen in Zendesk Sell when a call ends. We reply within 2 working days.

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From the blog

Further reading

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Questions about CallTools and Zendesk Sell

Is there a monthly fee?

No. You pay once for the setup. Unlike Zapier, Make and similar middleware subscriptions, there is no monthly or per-task charge from us, so the cost does not grow as your team makes more calls.

Is Web Repay a middleware?

No. We are an integration team: we plan the connection between CallTools and Zendesk Sell, set it up, test it on your calls and hand it over. Where a small connector layer is the most reliable route, we say so in your written scope and choose the option with the lowest running cost.

What can you connect between CallTools and Zendesk Sell?

A call ends, the call recording, the call outcome, a missed call or voicemail, each mapped to the right lead or contact and deal in Zendesk Sell. We confirm the exact list in your scope.

How long does it take?

You get a written scope and a fixed price within 2 working days. Most setups are built and tested within 5 to 10 working days of getting access.

What do you need from us?

Admin access to CallTools and Zendesk Sell during the setup, and a short call to agree what should happen. You can remove our access once it is handed over.

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Rather talk it through?

Thirty minutes on how your team uses CallTools and Zendesk Sell. You leave knowing what we would build and what it would cost.

Call +91 82857 48750
Person working on a laptop in an office
Call ended03:04 · inbound Deal updatedStage set from the call outcome Call-back taskAssigned to the contact owner