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Integrate Microsoft Dynamics CRM with Zendesk Sell

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

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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

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 Microsoft Dynamics CRM and Zendesk Sell Integrations

  • Microsoft Dynamics CRM Integration Zendesk Sell Integration

    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 Integration New Contact
     
    Then do this...
    Zendesk Sell Integration Create Note
  • Microsoft Dynamics CRM Integration Zendesk Sell Integration

    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 Integration New Contact
     
    Then do this...
    Zendesk Sell Integration Create Product in catalog
  • Microsoft Dynamics CRM Integration Zendesk Sell Integration

    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 Integration New Contact
     
    Then do this...
    Zendesk Sell Integration Create task
  • Microsoft Dynamics CRM Integration Zendesk Sell Integration

    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 Integration New Contact
     
    Then do this...
    Zendesk Sell Integration Update Company
  • Microsoft Dynamics CRM Integration Zendesk Sell Integration

    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 Integration New Contact
     
    Then do this...
    Zendesk Sell Integration Create Lead
  • Microsoft Dynamics CRM Integration {{item.actionAppName}} Integration

    Microsoft Dynamics CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{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.

  • New Task

    Triggers when a new task 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 Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

  • 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 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 software that helps sales people to manage their business. With the help of this software, you can make customized sales processes for your business and forecast your sales with the help of data from other business processes. It also helps users to create reports, analyze sales data and manage their contacts in a single place.

Zendesk Sell

Zendesk Sell is an online customer support software. It allows users to monitor their social media pages, review customer feedback and provide quick responses to customers. It also allows users to respond to inquiries via emails or phone calls and provides the ability to track each interaction with customers. Zendesk Sell also allows users to integrate with Microsoft Dynamics CRM, which allows them to track contacts and leads, as well as view data from other business processes.

Integration of Microsoft Dynamics CRM and Zendesk Sell

Integrating Microsoft Dynamics CRM and Zendesk Sell allows users to get data from both software in one place. This integration helps users to improve their workflow and better serve their customers. For example, a user can use Microsoft Dynamics CRM for managing leads, creating campaigns and tracking sales activities. Then, with the help of Zendesk Sell, the user can continue managing leads and campaigns and provide quick responses to customers without leaving Microsoft Dynamics CRM. In addition, integrating Microsoft Dynamics CRM and Zendesk Sell allows users to access more tops that help them to better manage their business.

  • Benefits of Integration of Microsoft Dynamics CRM and Zendesk Sell:
  • Integration of Microsoft Dynamics CRM and Zendesk Sell allows business owners to make better decisions and increase their profit by improving their workflow. Some of the benefits include:

    1- Business owners can understand their strengths and weaknesses based on the data provided by the two software. They can then use this information to better plan their marketing strategies.

    2- Business owners can see the impact of marketing strategies on their business easily. For example, they can see how effective different types of advertisements are in increasing sales revenue. In addition, they can use this information to improve the effectiveness of their marketing campaign in the future.

    3- Business owners can easily track customers’ behavior and identify their needs before the customers do so themselves. They can then use this information to provide services that meet the needs of these customers so that they become loyal customers of the business. In addition, business owners can communicate with customers based on their interests, which makes them happier with their business and improves customer satisfaction.

    4- Business owners can process orders faster by integrating Microsoft Dynamics CRM and Zendesk Sell. For example, if a customer places an order using a mobile application, the order gets transferred to Microsoft Dynamics CRM automatically, where it gets saved in the lead record. If the customer uses a computer, he/she has to fill out an inquiry form in Microsoft Dynamics CRM first and then send it to contact representatives of the business through email or phone call. By integrating these two software, all orders get transferred quickly to Microsoft Dynamics CRM where they get saved in lead records automatically as soon as they are received.

    Integration of Microsoft Dynamics CRM and Zendesk Sell results in many benefits for business owners, including better decision making and increased profits by better meeting the needs of customers.

    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.