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Microsoft Dynamics CRM + Zendesk Sell Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Zendesk Sell

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

About Zendesk Sell

Industry Leader in Online Web Support, Live Chat, Knowledge Base, Voice & SMS Software.

Zendesk Sell Integrations

Best ways to Integrate Microsoft Dynamics CRM + Zendesk Sell

  • Microsoft Dynamics CRM Zendesk Sell

    Microsoft Dynamics CRM + Zendesk Sell

    Create Note to Zendesk Sell from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Zendesk Sell Create Note
  • Microsoft Dynamics CRM Zendesk Sell

    Microsoft Dynamics CRM + Zendesk Sell

    Create Product in catalog to Zendesk Sell from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Zendesk Sell Create Product in catalog
  • Microsoft Dynamics CRM Zendesk Sell

    Microsoft Dynamics CRM + Zendesk Sell

    Create task to Zendesk Sell from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Zendesk Sell Create task
  • Microsoft Dynamics CRM Zendesk Sell

    Microsoft Dynamics CRM + Zendesk Sell

    Update Company in Zendesk Sell when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Zendesk Sell Update Company
  • Microsoft Dynamics CRM Zendesk Sell

    Microsoft Dynamics CRM + Zendesk Sell

    Create Lead to Zendesk Sell from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Zendesk Sell Create Lead
  • Microsoft Dynamics CRM {{item.actionAppName}}

    Microsoft Dynamics CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • Updated Lead

    Triggers when a lead is updated.

  • 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 Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • 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.

How Microsoft Dynamics CRM & Zendesk Sell Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM 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 Microsoft Dynamics CRM to Zendesk Sell.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Zendesk Sell

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management application that was first released in 2002. It is an all-in-one spution for managing customer data and supports a variety of business processes, such as marketing, sales, support, and service. Microsoft Dynamics CRM easily integrates with other enterprise systems in a cloud environment. Zendesk Sell is a simple and affordable spution that combines the best features of a ticketing system, a help desk, and a knowledge base, making it easy to provide exceptional customer service.

Zendesk Sell

Zendesk Sell is a cloud-based top that allows you to manage your customer’s inquiries from start to finish. It combines the strengths of a help desk, ticketing system, and knowledge base to give you a single interface. Zendesk Sell offers a powerful set of tops for customer service teams.

Integration of Microsoft Dynamics CRM and Zendesk Sell

The integration of Microsoft Dynamics CRM and Zendesk Sell invpves the communication between two systems without the need for any additional programming. This communication is made possible through APIs (application programming interfaces), which allow various applications to communicate with each other. The communication process is called integration. With this integration, you can use Zendesk Sell as an extension of Microsoft Dynamics CRM so that all communication goes through one system rather than two separate ones.

Benefits of Integration of Microsoft Dynamics CRM and Zendesk Sell

One main benefit of Microsoft Dynamics CRM and Zendesk Sell integration is the ability to track customer communication at any point within the application. You don’t have to go back and forth between two different applications to try to figure out whether there was communication regarding the problem the customer is currently experiencing. Rather, it can be seen within the CRM if there was communication or not. Another benefit is the ability to share the same information across multiple platforms. If you need to create a report for someone else to read, you can do it in either system. No matter which system you used, the data will be available on the other system. And lastly, another benefit is that you can take advantage of existing features within both systems. For example, if you are using the out-of-the-box workflow functionality within Microsoft Dynamics CRM, you can use the same workflow functionality within Zendesk Sell.

The process to integrate Microsoft Dynamics CRM 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.