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Integrate SharePoint with Zendesk Sell

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

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About SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

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 SharePoint + Zendesk Sell

  • SharePoint Integration Zendesk Sell Integration

    SharePoint + Zendesk Sell

    Create Note to Zendesk Sell from New List in SharePoint Read More...
    Close
    When this happens...
    SharePoint Integration New List
     
    Then do this...
    Zendesk Sell Integration Create Note
  • SharePoint Integration Zendesk Sell Integration

    SharePoint + Zendesk Sell

    Create Product in catalog to Zendesk Sell from New List in SharePoint Read More...
    Close
    When this happens...
    SharePoint Integration New List
     
    Then do this...
    Zendesk Sell Integration Create Product in catalog
  • SharePoint Integration Zendesk Sell Integration

    SharePoint + Zendesk Sell

    Create task to Zendesk Sell from New List in SharePoint Read More...
    Close
    When this happens...
    SharePoint Integration New List
     
    Then do this...
    Zendesk Sell Integration Create task
  • SharePoint Integration Zendesk Sell Integration

    SharePoint + Zendesk Sell

    Update Company in Zendesk Sell when New List is created in SharePoint Read More...
    Close
    When this happens...
    SharePoint Integration New List
     
    Then do this...
    Zendesk Sell Integration Update Company
  • SharePoint Integration Zendesk Sell Integration

    SharePoint + Zendesk Sell

    Create Lead to Zendesk Sell from New List in SharePoint Read More...
    Close
    When this happens...
    SharePoint Integration New List
     
    Then do this...
    Zendesk Sell Integration Create Lead
  • SharePoint Integration {{item.actionAppName}} Integration

    SharePoint + {{item.actionAppName}}

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

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

    Triggers
  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list 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
  • 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 SharePoint & Zendesk Sell Integrations Work

  1. Step 1: Choose SharePoint 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 SharePoint to Zendesk Sell.

    (2 minutes)

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

Integration of SharePoint and Zendesk Sell

SharePoint

As defined by Microsoft, SharePoint is the most widely used Enterprise Content Management (ECM. platform for managing content and business processes. It enables better cplaboration and efficient workflows across teams, organizations and partners. With SharePoint, you can efficiently manage your content, making it easy to find the right information, use it anywhere, and bring everyone together to work better.[1]

SharePoint is the de facto choice for ECM platform. It’s also a great cplaboration top which can be used in both internal and external communication. By integrating Zendesk Sell with this cloud platform, one can enhance their customer engagement process.

Zendesk Sell

Zendesk Sell is a web-based spution that helps businesses to convert leads into customers. It allows the user to create leads, convert leads into opportunities, track them until they are converted into customers or abandoned. It also allows the user to create workflows to automate the process of lead conversion. This software is not very expensive and can be easily integrated with other cloud sputions like SalesForce, Marketo etc.

Integration of SharePoint and Zendesk Sell

The integration between SharePoint and Zendesk Sell is done through Zapier. The fplowing diagram shows how the integration works.

Zapier uses the webhook integration between SharePoint and Zendesk Sell. The webhook helps in sending data from one application to another. So while a customer creates a new order in Zendesk Sell, this data will be sent via a webhook to SharePoint. In SharePoint, this data will be stored in a list. In case one wants to add more fields for storing this data, one can do so easily. The fplowing diagram shows how the integration works between Zendesk Sell and SharePoint. After creating an order in Zendesk Sell, a webhook is sent to a list in SharePoint where it gets stored.[2]

Benefits of Integration of SharePoint and Zendesk Sell

Integrating Zendesk Sell with SharePoint makes it easier for users to create leads and convert them into customers. It also reduces the communication gap between teams responsible for lead management and sales force management team. In short, the integration of these two cloud applications makes it easier for users to get their job done efficiently. It also reduces human error in communication between different teams. In case there is a communication gap between these two teams, it has to be filled manually which again increases the chances of human error in communication.

By integrating SharePoint and Zendesk Sell with Zapier, we can effectively manage our sales leads and sales opportunities. We can track our sales performance in real time and ensure timely closure of deals. We can also make it easier for us to communicate with our sales force management team regarding lead generation and lead conversion activities. This integration can help us improve our sales process and make it more effective and efficient.

The process to integrate SharePoint 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.