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Integrate Calendly with Zendesk Sell

Appy Pie Connect allows you to automate multiple workflows between Calendly and Zendesk Sell

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About Calendly

Calendly is the simplest way to organize your calendar and show availability online. With Calendly, you can book meetings easily and seamlessly, synching your calendar with colleagues' calendars to send meeting requests and make scheduling easy.

About Zendesk Sell

Zendesk Sell is an online and mobile-based customer relationship management solution that enables B2B and B2C sales professionals to manage sales, track prospects, and communicate with customers proactively from any location.

Zendesk Sell Integrations

Best ways to Integrate Calendly + Zendesk Sell

  • Calendly Integration Zendesk Sell Integration

    Calendly + Zendesk Sell

    Create Note from Zendesk Sell from Invitee Created to Calendly Read More...
    Close
    When this happens...
    Calendly Integration Invitee Created
     
    Then do this...
    Zendesk Sell Integration Create Note
  • Calendly Integration Zendesk Sell Integration

    Calendly + Zendesk Sell

    Create Product in catalog from Zendesk Sell from Invitee Created to Calendly Read More...
    Close
    When this happens...
    Calendly Integration Invitee Created
     
    Then do this...
    Zendesk Sell Integration Create Product in catalog
  • Calendly Integration Zendesk Sell Integration

    Calendly + Zendesk Sell

    Create task from Zendesk Sell from Invitee Created to Calendly Read More...
    Close
    When this happens...
    Calendly Integration Invitee Created
     
    Then do this...
    Zendesk Sell Integration Create task
  • Calendly Integration Zendesk Sell Integration

    Calendly + Zendesk Sell

    Update Company in Zendesk Sell when Invitee Created is added to Calendly Read More...
    Close
    When this happens...
    Calendly Integration Invitee Created
     
    Then do this...
    Zendesk Sell Integration Update Company
  • Calendly Integration Zendesk Sell Integration

    Calendly + Zendesk Sell

    Create Lead from Zendesk Sell from Invitee Created to Calendly Read More...
    Close
    When this happens...
    Calendly Integration Invitee Created
     
    Then do this...
    Zendesk Sell Integration Create Lead
  • Calendly Integration {{item.actionAppName}} Integration

    Calendly + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Calendly + Zendesk Sell in easier way

It's easy to connect Calendly + Zendesk Sell without coding knowledge. Start creating your own business flow.

    Triggers
  • Invitee Canceled

    Triggers when an invitee cancels a scheduled event. Note: Only works with Calendly Professional or higher accounts.

  • Invitee Created

    Triggers when an invitee schedules an event. Note: Only works with Calendly Professional or higher accounts.

  • Deal Enters A New Stage

    Triggers when a deal enters a new stage.

  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when new lead is created.

  • New Note

    Triggers when a new note is created.

  • New Product In Catalog

    Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.

  • New Task

    Triggers when a new task is created.

  • Updated Contact

    Triggers when an existing contact is updated.

  • Updated Lead

    Triggers when an existing lead is updated.

  • Updated deal

    Triggers when an existing deal is updated.

    Actions
  • Create Company

    Creates a company.

  • Create Deal

    Creates a new deal.

  • Create Lead

    creates a new lead.

  • Create Note

    Creates a note

  • Create Person

    Creates a person

  • Create Product in catalog

    Creates a product in a catalog

  • Create task

    Creates a task

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • Update Lead

    Updates a lead.

  • Update Person

    Updates an existing person.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Calendly & Zendesk Sell Integrations Work

  1. Step 1: Choose Calendly as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zendesk Sell as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Calendly to Zendesk Sell.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Calendly and Zendesk Sell

Calendly

Calendly is a web-based appointment scheduling service that allows users to create, monitor, and send their availability to clients for booking appointments. A company can also set up calendars with availability for each user. When a client wants to schedule an appointment with the user, he/she goes to the client’s site and enters his/her availability into a form. The client then receives an email that gives him/her the option of which days and times are available. The client chooses his/her preferred time and books the appointment.

Zendesk Sell

Zendesk is a customer service software application. It is very customizable so that it fits the needs of many different companies, including companies that are looking to use it as a self-service spution for tasks like this. Zendesk Sell provides an interface to connect your customer service software with Zapier, which is a business automation platform. With Zendesk Sell, you can synchronize your Zendesk account with Calendly, so that when a client selects an available time on your calendar (in Calendly), it automatically creates an appointment in your Zendesk account (in your self-service portal.

Integration of Calendly and Zendesk Sell

Integrating Calendly and Zendesk Sell would allow businesses to be able to offer their customers self-service options for scheduling meetings or events without having to use the services of an employee. If you are using Calendly for scheduling meetings with clients, you can integrate it with Zendesk Sell to automatically create appointments in your customer service software when clients select availability on your calendar. This would save time for both your employees and your customers.

Benefits of Integration of Calendly and Zendesk Sell

The benefits of integrating Calendly and Zendesk Sell include the fplowing:

  • Self-Service Options for Customers

If you are using Calendly for scheduling meetings with your customers, you can set up Zendesk Sell so that appointments are created in your customer service software whenever clients select availability on your calendar. This would allow customers to self-schedule their own appointments, saving employees time because they wouldn’t have to handle this task anymore. Additionally, it would give the customer a better experience because they could request an appointment from anywhere at any time from your website.

  • Efficiency for Employees

If you are using Zendesk Sell to automate the scheduling process, then your employees will be able to focus on more important tasks that require their attention. Rather than spending time scheduling appointments, they will be able to focus on other important things like servicing their customers or completing other administrative tasks. All tasks related to scheduling appointments will be handled automatically by the integration of Calendly and Zendesk Sell. Your employees can now spend their time more efficiently and effectively by focusing on other important tasks that need attention.

  • Improve Customer Service Reputation

If you are using Calendly as a self-service spution for scheduling appointments, then you will receive positive feedback from your customers regarding the quality of service that you provide. In addition, this could increase overall customer satisfaction. Customers will probably feel as though they have received better service because they were allowed to schedule their own appointments instead of having an employee do it for them. Additionally, if there is a problem with a particular appointment, a customer service representative will be notified because the appointment was created in the customer service software system. This means that your representatives will know about problems that might arise earlier than usual, allowing them to address them more quickly. This could lead to faster respution of problems and happier customers.

In conclusion, incorporating Calendly and Zendesk Sell into your business can increase efficiency and effectiveness while improving customer satisfaction and reputation.

The process to integrate Calendly and Zendesk Sell may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.