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Integrate SugarCRM with Zendesk Sell

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

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About SugarCRM

SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.

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 SugarCRM and Zendesk Sell Integrations

  • SugarCRM Integration Zendesk Sell Integration

    SugarCRM + Zendesk Sell

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

    SugarCRM + Zendesk Sell

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

    SugarCRM + Zendesk Sell

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

    SugarCRM + Zendesk Sell

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

    SugarCRM + Zendesk Sell

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

    SugarCRM + {{item.actionAppName}}

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

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

    Triggers
  • New Case

    Triggers when you add a new case

  • New Contact

    Triggers when you add a new contact

  • New Lead

    Triggers when you add a new lead

  • New Opportunity

    Triggers when you add a new opportunity

  • New Task

    Triggers when you add a new task

  • New User

    Triggers when you add a new user

  • 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 Case

    Create a new case

  • 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 SugarCRM & Zendesk Sell Integrations Work

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

    (2 minutes)

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

Integration of SugarCRM and Zendesk Sell

SugarCRM

SugarCRM is a customer relationship management software, which is based on open source. It allows users to manage all aspects of business. It includes sales, marketing, support, and finance applications. Its features include lead tracking, contact management, account management, reporting, and analytics tops. It runs on Linux, Windows, and Mac platforms. It was launched in 2004 and is headquartered in Palo Alto, California.

Zendesk Sell

Zendesk Sell is a chatbot that works with Zendesk Chat to make customer service interactions proactive and personalized. The bot can be trained to handle specific customer requests, update sales opportunities, update sales contacts, update customer details, update credit card information, schedule appointments, update webinars, and more. It also integrates with SugarCRM to automate sales tasks.

Integration of SugarCRM and Zendesk Sell

Integration of SugarCRM and Zendesk Sell will help sales teams to increase sales opportunities, reduce sales cycle time, get accurate sales pipeline metrics, get complete visibility into sales activities across the enterprise, get real-time insights about customer buying behavior, get insights about customers’ complaints, get real-time updates about deals closed by multiple sales reps working on the same deal, get access to deals at any point in time without having to manually check deals in CRM systems or email inboxes, get access to deals within other enterprise applications like marketing automation systems or help desk systems without leaving Zendesk Sell etc.

Benefits of Integration of SugarCRM and Zendesk Sell

Benefits of integration of SugarCRM and Zendesk Sell are as fplows-

Sales Opportunity Management. It will allow sales teams to get real-time updates about deals closed by multiple sales reps working on the same deal. It will also help them to get access to deals at any point in time without having to manually check deals in CRM systems or email inboxes. Scheduling Appointments. It will allow sales teams to schedule fplow-up meetings with prospects. They can also schedule appointment reminders for existing customers. Sales Pipeline Metrics. It will allow sales managers to get accurate sales pipeline metrics. Real-Time Insights About Customer Buying Behavior. It will provide insights about customers’ buying behavior which will help them to understand their needs better. Real-Time Updates About Deals Closed By Multiple Sales Reps Working On The Same Deal. It will allow sales teams to track deals in real time without leaving Zendesk Sell. Customer Feedback. It will provide access to customer feedback through an integrated channel. Customer Self-Service. It will help customers to self-service their products when it becomes obspete or has an issue. It will also enable customers to seek assistance for any product they purchased when required. Event Management. It will allow users to trigger actions based on events like new accounts created, existing accounts updated, new accounts cancelled etc. Analytics And Reporting. It will allow businesses to analyze customer data better so that they can develop better products and services for their clients which will in turn increase their revenues.

From the above discussion, it can be concluded that integration of SugarCRM and Zendesk Sell will help enterprise organizations in increasing their revenues significantly by streamlining their sales process and make it more effective by automating some of the repetitive tasks. Moreover, this synergy between the two applications will help businesses in improving their revenue per employee ratio which is a great achievement by any standard.

The process to integrate SugarCRM 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.