Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.
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 IntegrationsMicrosoft Exchange + Zendesk Sell
Create Note to Zendesk Sell from New Email in Microsoft Exchange Read More...Microsoft Exchange + Zendesk Sell
Create Product in catalog to Zendesk Sell from New Email in Microsoft Exchange Read More...Microsoft Exchange + Zendesk Sell
Create task to Zendesk Sell from New Email in Microsoft Exchange Read More...Microsoft Exchange + Zendesk Sell
Update Company in Zendesk Sell when New Email is created in Microsoft Exchange Read More...Microsoft Exchange + Zendesk Sell
Create Lead to Zendesk Sell from New Email in Microsoft Exchange Read More...It's easy to connect Microsoft Exchange + Zendesk Sell without coding knowledge. Start creating your own business flow.
Calendar Event Start
New Calendar Event
New Contact
New Email
Updated Calendar Event
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.
Create Event
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.
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
Microsoft Exchange, or simply Exchange, is an email server program that can store emails, appointments, contacts and tasks. It is used by the company to communicate with others, internally and externally. It was first released in February of 1996 as Windows NT Server 4.0 Advanced Server, then Windows 2000 Server. It has since been merged into the operating system of Windows Server family.
Zendesk Sell is a CRM (Customer Relationship Management. software that provides an easy spution for managing customer support. It allows companies to manage their customers’ communication, including emails, calls, chats, tweets, social media messages and more. This program also functions like an online help desk, which allows companies to assign tickets to employees. Employees can view the open tickets via their smartphone apps whenever they are not able to answer the phone. They can also see who has answered the ticket, what actions were taken at any time, and much more.
Integration between Microsoft Exchange and Zendesk Sell provides an excellent communication channel for the organization. All communication will be stored on both systems. Therefore, if there is any problem with one system, the other system will have a record of it. In addition, integration can be set up so that when a customer makes a ticket on one program, the other program will be notified of this action. The employee will then receive a notification on his smartphone app and can take appropriate actions accordingly. Thus, integration enhances communication between employees and customers.
Microsoft Exchange and Zendesk Sell integration provides a variety of benefits for the organization. It allows the employees to know the status of all the tickets from anywhere at any time through their smartphones. In addition, it reduces the amount of time spent on communication because employees do not have to write things down or search for information from multiple sources anymore. In addition, it reduces the amount of space required for storing communication history because all communication will be stored on both systems. This saves the company money and increases efficiency due to having less physical storage requirements.
The process to integrate Microsoft Exchange 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.