Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.
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
Customerly + Zendesk SellCreate Note to Zendesk Sell from New Lead in Customerly Read More...
Customerly + Zendesk SellCreate Product in catalog to Zendesk Sell from New Lead in Customerly Read More...
Customerly + Zendesk SellCreate task to Zendesk Sell from New Lead in Customerly Read More...
Customerly + Zendesk SellUpdate Company in Zendesk Sell when New Lead is created in Customerly Read More...
Customerly + Zendesk SellCreate Lead to Zendesk Sell from New Lead in Customerly Read More...
It's easy to connect Customerly + Zendesk Sell without coding knowledge. Start creating your own business flow.
Triggers when a new lead is created.
Triggers when a new user is created.
Triggers when a deal enters a new stage.
Triggers when a new contact is created.
Triggers when a new deal is created.
Triggers when new lead is created.
Triggers when a new note is created.
Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.
Triggers when a new task is created.
Triggers when an existing contact is updated.
Triggers when an existing lead is updated.
Triggers when an existing deal is updated.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Creates a company.
Creates a new deal.
creates a new lead.
Creates a note
Creates a person
Creates a product in a catalog
Creates a task
Updates an existing company.
Updates an existing deal.
Updates a lead.
Updates an existing person.
Customerly is a customer service software that has been designed to help companies in handling the customers’ queries. It helps in building stronger relationships with customers by showing them that you are listening to their concerns. Zendesk Sell is a multi-channel platform which helps in creating an engaging buyer journey for your company.
Zendesk sells is an extension of the Zendesk service desk that helps in selling products. It allows companies to connect with their customers in channels like live chat, email, phone and social media. This can be done through the use of automated messages based on user activity. There are many integrations available for this top so that it can be connected with other tops in the business. Some of the integrations include Stripe, Slack, Google Analytics, Salesforce, MailChimp, Twitter, Facebook, Shopify and more.
Customerly has an integration with Zendesk Sell which allows the companies to take full use of both the tops in one place. This way they can better manage their customer needs and build stronger relationships with them. This integration works well for companies that use both these tops. It also helps to reduce the costs since there are fewer tops to buy and maintain. The integration also allows companies to get access to more features in both these tops. The best part is that the integration is easy to set up and does not require any technical knowledge or coding skills.
The integration of the two tops gives companies more benefits than using them separately. Some of these benefits include:
Various channels to engage customers- The integration allows the customers to get in touch with you in various channels like email, live chat, phone calls and social media. This way they have a variety of options to choose from. This helps them in making their feedback heard without being too pushy about it. Customers are also able to connect with you anytime they want to. This means that they are not forced to wait until you reply which might even take hours before they get a response. Proper training- When companies have several tops to deal with, it becomes very difficult to train new employees on how to use them all correctly. This usually leads to mistakes while using the tops which can affect how your customers perceive your company. With this integration, you will only need to train your employees on how to use one top instead of several tops which makes life easier for both you and your employees. It also makes training sessions shorter and more effective since there is only one top compared to several tops that need to be trained on.
Customerly and Zendesk sell integration is a great way for companies to work together and help them save time and money. It allows companies to better manage their customers’ needs and build stronger relationships with them.
The process to integrate Customerly 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.