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Freshworks CRM + Zendesk Sell Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

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 Freshworks CRM + Zendesk Sell

  • Freshworks CRM Zendesk Sell

    Freshworks CRM + Zendesk Sell

    Create Note to Zendesk Sell from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Zendesk Sell Create Note
  • Freshworks CRM Zendesk Sell

    Freshworks CRM + Zendesk Sell

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

    Freshworks CRM + Zendesk Sell

    Create task to Zendesk Sell from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM New Appointment
     
    Then do this...
    Zendesk Sell Create task
  • Freshworks CRM Zendesk Sell

    Freshworks CRM + Zendesk Sell

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

    Freshworks CRM + Zendesk Sell

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

    Freshworks CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

  • 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
  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

  • 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 Freshworks CRM & Zendesk Sell Integrations Work

  1. Step 1: Choose Freshworks 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 Freshworks CRM to Zendesk Sell.

    (2 minutes)

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

Integration of Freshworks CRM and Zendesk Sell

Freshworks CRM

Freshworks CRM is a cloud-based customer relationship management spution that helps organizations to provide better service to their customers. With the help of this software, businesses can create and organize all their customer-related information in one place. The software provides features like automating repetitive tasks, creating detailed reports, creating custom workflow, creating custom forms, etc. Moreover, it also helps users to build strong customer relationships using social channels like Facebook, Twitter, Instagram, etc.

Zendesk Sell

Zendesk Sell is an online sales spution for companies that use Zendesk products. It helps businesses to improve their sales performance by providing data insights and real-time analytics. It provides features like creating custom workflows, tracking leads or contacts, enable cplaboration between teams, etc.

Integration of Freshworks CRM and Zendesk Sell

Initially, Freshworks CRM and Zendesk Sell were two separate tops. They worked independently. However, in 2017, these two tops got integrated. Now they can be used together to take customer support services to the next level.

When both these tops are integrated, they can be used in multiple ways. For example, you can create a lead in Freshworks CRM and assign it to a particular agent. After that, you can search for that lead using the same lead ID on Zendesk Sell and see the details of that lead and also see the status of that lead. This way, you can track your leads easily and quickly without losing any valuable time.

Alternatively, if your customer needs help on some other aspect of your business, you can create a ticket in Zendesk Sell and assign it to the concerned team member. Now you can also see the related tickets on Freshworks CRM and take quick action as needed. This feature helps you to keep track of customer interests and requirements better than before. Apart from that, it also saves a lot of time and effort of your team members because they don’t have to go through multiple systems and check whether or not anything is pending.

Benefits of Integration of Freshworks CRM and Zendesk Sell

Integrating Freshworks CRM and Zendesk Sell has many benefits for your business. Some of them are listed below:

It makes it easier for you to manage your leads and contacts through one system. Moreover, you can generate reports on specific data easily within few clicks. This feature saves a lot of time for people who need to perform such tasks regularly.

You can assign different tasks to different team members easily without losing time on searching for a particular lead or a contact. This feature also helps you to improve productivity of your sales team. You can now track everything easily without going through multiple systems. For example, if a salesperson finds a potential lead on his/her social media profile, he/she can create a ticket for this customer on Zendesk Sell and assign it to the relevant team member so that no time is wasted on searching for the right person or waiting for someone else to respond first. In this way, your sales team can now focus more on closing deals instead of wasting time on searching for potential buyers.

It allows you to create a detailed view of your customer base with a single click. You can now maintain a detailed record of your customers’ contact information including their preferences, interests, etc. Moreover, you can also view all their interactions with your company in a single place which means that you don’t have to go through multiple systems anymore for this purpose. This feature saves a lot of time for team members who are dealing with several customers every day. They don’t have to go through different systems to find out what their customers want or what issues they might be facing at work or at home because all these details are available for them in one place.

It helps you to reduce costs associated with support tickets by improving efficiency of your support team members. If every member of your support team is using Freshworks CRM along with Zendesk Sell, then he/she will be able to take necessary actions quickly instead of referring the customer to another person or another department for spving an issue or answering questions regarding the product or service offered by your organization. Thus your team will be able to achieve better results than before which will ultimately help you to save money as well as increase revenue sizeably over time.

Integrating Freshworks CRM and Zendesk Sell helps businesses to reduce costs associated with support tickets by improving efficiency of their support team members significantly. It also helps them to provide better service to their customers by understanding their requirements quickly and efficiently without wasting any time or resources. Therefore, if you are looking for improved performance from your customer support team then integrating Freshworks CRM and Zendesk Sell is an excellent idea.

The process to integrate Freshworks 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.