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Integrate Microsoft Dynamics 365 Business Central with Zendesk Sell

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics 365 Business Central and Zendesk Sell

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About Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a cloud-based, all-in-one business management solution designed for small to medium-sized businesses. It helps businesses make informed decisions with connected data across accounting, sales, purchasing, inventory, and customer transactions.

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 Microsoft Dynamics 365 Business Central + Zendesk Sell

  • Microsoft Dynamics 365 Business Central Integration Zendesk Sell Integration

    Microsoft Dynamics 365 Business Central + Zendesk Sell

    Create Note to Zendesk Sell from New Company in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Company
     
    Then do this...
    Zendesk Sell Integration Create Note
  • Microsoft Dynamics 365 Business Central Integration Zendesk Sell Integration

    Microsoft Dynamics 365 Business Central + Zendesk Sell

    Create Product in catalog to Zendesk Sell from New Company in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Company
     
    Then do this...
    Zendesk Sell Integration Create Product in catalog
  • Microsoft Dynamics 365 Business Central Integration Zendesk Sell Integration

    Microsoft Dynamics 365 Business Central + Zendesk Sell

    Create task to Zendesk Sell from New Company in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Company
     
    Then do this...
    Zendesk Sell Integration Create task
  • Microsoft Dynamics 365 Business Central Integration Zendesk Sell Integration

    Microsoft Dynamics 365 Business Central + Zendesk Sell

    Update Company in Zendesk Sell when New Company is created in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Company
     
    Then do this...
    Zendesk Sell Integration Update Company
  • Microsoft Dynamics 365 Business Central Integration Zendesk Sell Integration

    Microsoft Dynamics 365 Business Central + Zendesk Sell

    Create Lead to Zendesk Sell from New Company in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Company
     
    Then do this...
    Zendesk Sell Integration Create Lead
  • Microsoft Dynamics 365 Business Central Integration {{item.actionAppName}} Integration

    Microsoft Dynamics 365 Business Central + {{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 365 Business Central + Zendesk Sell in easier way

It's easy to connect Microsoft Dynamics 365 Business Central + Zendesk Sell without coding knowledge. Start creating your own business flow.

    Triggers
  • Execute Custom API Call

    Trigger when new data comes in your custom api call.

  • New Account

    Trigger when New Chart Of Account created.

  • New Company

    Trigger when new company is created

  • New Customer

    Trigger when new Customer is created

  • New Customer Sale

    Trigger when a new customer sale is created

  • New Employee

    Trigger when new Employee is created

  • New Person

    Triggers when a new person is created.

  • New Sales Invoice

    Trigger when new sales invoice is created

  • New Sales Order

    Trigger when a new sales order is created in a specific account.

  • New Update Item

    Triggers every time a new item is created.

  • New Vendor

    Trigger when new vendor is created.

  • Updated Customer

    Trigger when a customer updated.

  • Updated Sales Order

    Trigger when any sales order 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 Contact

    Create Contact

  • Create Customer

  • Create Employee

  • Create Item

    Creates an item.

  • Create Order Line Item

    Creates a new order line item.

  • Create Sales Invoice

  • Create Sales Order

  • Create Vendor

  • Update Item

    Updates an item.

  • Update Sales Order

    Updates an order.

  • 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 365 Business Central & Zendesk Sell Integrations Work

  1. Step 1: Choose Microsoft Dynamics 365 Business Central 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 365 Business Central 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 365 Business Central and Zendesk Sell

An article is an intellectual composition written in prose form and focused on a particular subject or a topic. It is usually based on a specific point of view and is aimed at persuading the reader to agree with the writer’s opinion. Essays differ from research papers as they are not intended to be used for research purposes. They are mostly meant to give the reader information about a certain topic. Essays can have many different formats, but most modern-day articles are written in article format, which consists of an introduction, body, and conclusion.

The introduction should briefly explain what the article is about and should also include the main argument of the article. The body of the article should contain all relevant evidence in support of the main argument. The conclusion should summarize the main argument of the article and reinforce it.

Microsoft Dynamics 365 Business Central is a cloud-based business management system that includes customer relationship management (CRM. and other business applications. It allows users to manage their sales and customer service operations, conduct market research, develop business processes, and analyze customer data.

Zendesk Sell is a customer relationship management platform that integrates with Microsoft Dynamics 365 Business Central. It helps organizations increase sales performance by providing insights into customer behavior and automating repetitive tasks. It offers out-of-the-box integrations with Microsoft Dynamics 365 Business Central and other applications such as Google Analytics, Salesforce, MailChimp, Stripe, PayPal, and Facebook.

Integration of Microsoft Dynamics 365 Business Central and Zendesk Sell

  • Integration of Microsoft Dynamics 365 Business Central and Zendesk Sell helps organizations develop customer relationships by allowing them to take advantage of Zendesk’s customer engagement tops including customer support, marketing automation, web chat, email campaigns, and social media management. With this integration all customer interactions are catalogued and stored, allowing customers to be targeted with personalized marketing campaigns. Additionally, it also allows organizations to leverage Zendesk’s extensive knowledge base to deliver accurate product information, screencasts, and video tutorials to customers. For example, if a customer has asked for more information about a product or an issue related to a specific product, it is easy for the organization to find answers to customers’ questions using Zendesk’s search feature. This integration is beneficial for both the customers and the organizations as the customers can receive faster support from the organization’s representatives while the organizations can improve their sales performance by delivering better customer service.
  • Benefits of Integration of Microsoft Dynamics 365 Business Central and Zendesk Sell

    Zendesk Sell offers various benefits for both organizations and developers. Some of these benefits are discussed below:

    It helps developers avoid implementing duplicate functionality because Zendesk Sell offers a comprehensive set of features that cover all aspects of the sales process such as lead generation, pipeline management, deal analysis, forecasting, order management and fulfillment, credit card processing, etc. Developers can choose those features that they want to integrate and create custom workflows using the tops provided by Zendesk Sell.

    It enables developers to create complex workflows by connecting multiple tops together in a sequence or via parallel actions. For example, an organization can set up multiple steps of lead qualification in a single workflow by integrating Zendesk Sell with other tops such as Microsoft Power BI, Salesforce CRM, Eloqua Campaign Manager, etc. Such workflows allow organizations to streamline their sales processes without spending time developing unnecessary functionality.

    It allows developers to quickly build custom applications using ready-made templates such as email campaigns, live chat widgets, surveys, and marketing pages. This feature allows organizations to focus on their core competencies instead of creating software from scratch. For example, an organization can create a custom survey template by integrating Zendesk Sell with Survey Monkey and use it to cplect feedback from its customers about its products or services. Similarly, it can also create custom marketing pages by integrating Zendesk Sell with Unbounce to create landing pages for new leads or potential customers or visitors looking for information about its products or services.

    It allows organizations to integrate third-party tops with Microsoft Dynamics 365 Business Central so that they can easily get updates about their customers’ activities outside Zendesk Sell like their activity on social media channels or websites. For example, an organization can integrate Zendesk Sell with HubSpot so that it can automatically get customers’ email addresses from HubSpot whenever they fill up forms on its website or subscribe to its email newsletter on HubSpot. Such integrations make it easy for organizations to ensure that all information about their customers is stored in one place so that they don’t miss out any leads or opportunities due to lack of information about their customers.

    Conclusion

    The process to integrate Microsoft Dynamics 365 Business Central 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.