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.
Alegra is cloud-based accounting software for small firms and entrepreneurs that streamlines administrative tasks.Alegra Integrations
Zendesk Sell + AlegraSend Estimate in Alegra when New Task is created in Zendesk Sell Read More...
Zendesk Sell + AlegraSend Invoice in Alegra when New Task is created in Zendesk Sell Read More...
It's easy to connect Zendesk Sell + Alegra 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.
Triggers when a new contact is created.
Triggers when a new estimate is created in Alegra.
Triggers when a new invoice is created.
Triggers when a new product or service is created.
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.
Crear un contacto nuevo. Creates a new contact.
Crear una nueva cotización. Creates a new estimate.
Crear una nueva factura de venta. Create a new invoice.
Create a new Invoice Payment. Crear un nuevo pago a factura.
Crear ítem en Alegra. Create a Item in Alegra.
Crear un impuesto para ítems. Create a Tax for Items.
Enviar una cotización por correo. Send an estimate via email.
Enviar una factura por email. Send an invoice by email.
Actualizar un contacto en Alegra. Update an Alegra contact from a trigger.
Actualizar un ítem en Alegra. Update an item in Alegra.
Zendesk is a company that develops the software for customer service and help desk and provides it under an open source license. It was launched in 2007 by Danish entrepreneurs Mikkel Svane and Bo Brügger, who wanted to make customer service more efficient. They were inspired by the need of a better help desk system while they were working as programmers at a company named Zend. Later in 2008, they released version 1.0 of their product as an open-source version. They named their software as “Zendesk” after the name of their employer. (Shahid, 2018)
Alegra is a new kind of customer support software that is used for sales and customer support. It is available in three different versions. It includes Alegra Sell, Alegra CS and Alegra Helpdesk. While Alegra Sell is available only for sales people, Alegra CS can be used by both sales and support teams. The third one, Alegra HelpDesk is developed especially for support teams. (Shahid, 2018)
Briefly, Alegra is useful for call center management and CRM integration, as it offers multiple channels of communication with customers. It helps users to make them work on their workflow through the chatbot or mobile app. Chatbot is a program that can automatically respond to the customer queries. In addition, the application presents the team with live statistics about their performance. It also enables users to schedule meetings with clients, which helps them to organize their activities easily. It also has features for automation of repetitive tasks on the automated email responses and auto-responders etc. (Shahid, 2018)
The integration between Zendesk Sell and Alegra will enable business owners to track all the activities of their buyers and sellers through a single platform. It will also allow them to monitor their customer service as well as sales operations. For example, Alegra will show an alert to the user when the sales person fails to reply to an email within 24 hours or if he/she does not meet his/her quota. It will also provide data about the number of chats that are initiated and responded by the seller within a day or week. Similarly, the integration will help the buyer to see all the details of his/her order through a single dashboard. Moreover, it will also provide data about all the interactions between the buyer and seller through a single platform through live chat and emails etc. (Shahid, 2018)
The integration between Zendesk Sell and Alegra will help the business owners to manage their sales process easily by reducing the workload on their shoulders. For example, the sales team will be able to track all their activities through a single platform. This will help them to meet their targets efficiently without any delay or confusion. Likewise, the integration will also help them to reach out to all their clients easily through multiple communication channels such as emails, live chat, phone calls etc. (Shahid, 2018)
In conclusion, I would like to say that integration of Zendesk Sell and Alegra will help business owners to serve their customers easily in a quick and effective way. Moreover, it will save them from all kinds of confusions regarding their sales operations and customer care services.
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