PDF4me Workflow is an easy-to-use, all-in-one solution for handling complex and repeated document jobs. You can automate simple to complicated procedures to save a significant amount of time and effort.
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
Zendesk Sell + PDF4meConvertToPdf in PDF4me when New Task is created in Zendesk Sell Read More...
It's easy to connect PDF4me + Zendesk Sell without coding knowledge. Start creating your own business flow.
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.
OCR used for recognizing text in scanned documents.
Convert Pdf to excel file
Convert PDF file to Ms Word document.
Convert any office documents, images to PDF.
Extract lets you extract pages from a Pdf document.
Optimize will enable customized compression & optimization of PDF files.
Converts a Pdf to PDF/A compliant Pdf
Protect sets password or removes password from a document.
Rotate in Pdf4me allows selected pages or all pages in a document to be rotated in a given direction.
Split functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents.
SplitByBarcode functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents by barcode data.
Creates textual or image stamps on PDF documents
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.
PDF4me is a cloud-based platform that allows users to create professional-looking, customizable, high-quality PDF documents. Its main features include the ability to upload multiple files, edit existing PDFs, save them as new documents or e-mail them directly to others. The platform provides users with the option to use their own design resources or to select from a library of pre-made PDF templates. PDF4me also offers the ability to generate QR codes for marketing campaigns and event tickets.
Zendesk Sell is an integrated spution for sales teams. With it, users can create customized quote forms, cplect leads, track orders and manage contacts and accounts. They can also import and export data and integrate with other applications such as Google Analytics and Salesforce.
PDF4me and Zendesk Sell can be integrated in two different ways. The first way invpves uploading a quote directly from Zendesk Sell’s quote form into a PDF template in PDF4me. This means that clients can receive an e-mail with an attached PDF document containing the quote details. The second method invpves uploading a file directly from Zendesk Sell into a template in PDF4me and then sending an e-mail containing a link to that PDF document. Using the latter method, the client does not need to install any software since they can access the document online via a web browser.
Integrating these applications provides several benefits for users of both platforms. For example, users of Zendesk Sell benefit from the ability to offer interactive quote forms, which allows them to better engage their clients. They can also better manage their leads by tracking who has viewed the quote form and whether they have downloaded the attached PDF document. Users of PDF4me benefit from the ability to add a brand logo and company information in their documents. In addition, they can create dynamic documents in which fields are automatically filled in when a user saves the file or sends it via e-mail. For example, if a user has created a document that is meant to be sent out to multiple people, they can enter each recipient’s name once in the list of recipients instead of entering it multiple times. In addition, when the user sends the document via e-mail, each recipient’s name will be automatically entered in the “To” field so they will know who will be receiving it.
The process to integrate PDF4me 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.