Integrate Zendesk Sell with Alegra

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

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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.

About Alegra

Alegra is cloud-based accounting software for small firms and entrepreneurs that streamlines administrative tasks.

Want to explore Zendesk Sell + Alegra quick connects for faster integration? Here’s our list of the best Zendesk Sell + Alegra quick connects.

Explore quick connects
Connect Zendesk Sell + Alegra in easier way

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

  • Triggers
  • 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.

  • New Contact

    Triggers when a new contact is created.

  • New Estimate

    Triggers when a new estimate is created in Alegra.

  • New Invoice

    Triggers when a new invoice is created.

  • New Item

    Triggers when a new product or service is created.

  • 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.

  • Create Contact

    Crear un contacto nuevo. Creates a new contact.

  • Create Estimate

    Crear una nueva cotización. Creates a new estimate.

  • Create Invoice

    Crear una nueva factura de venta. Create a new invoice.

  • Create Invoice Payment

    Create a new Invoice Payment. Crear un nuevo pago a factura.

  • Create Item

    Crear ítem en Alegra. Create a Item in Alegra.

  • Create Tax

    Crear un impuesto para ítems. Create a Tax for Items.

  • Send Estimate

    Enviar una cotización por correo. Send an estimate via email.

  • Send Invoice

    Enviar una factura por email. Send an invoice by email.

  • Update Contact

    Actualizar un contacto en Alegra. Update an Alegra contact from a trigger.

  • Update Item

    Actualizar un ítem en Alegra. Update an item in Alegra.

How Zendesk Sell & Alegra Integrations Work

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

    (2 minutes)

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

Integration of Zendesk Sell and 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)

Integration of Zendesk Sell and Alegra

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)

Benefits of Integration of Zendesk Sell and Alegra

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.

The process to integrate Zendesk Sell and Alegra 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm