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.
Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.Apptivo Integrations
Zendesk Sell + ApptivoAdd Employee in apptivo when New Task is created in Zendesk Sell Read More...
Zendesk Sell + ApptivoCreate Opportunity to apptivo from New Task in Zendesk Sell Read More...
It's easy to connect Zendesk Sell + Apptivo 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.
Trigger when new case created.
Trigger when new contact created.
Trigger when new contract created.
Trigger when new customer created.
Trigger when new employee created.
Trigger when new lead created.
Trigger when new opportunity created.
Trigger when any contact update.
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.
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
Apptivo is an enterprise-grade cloud CRM used by companies to manage their sales pipeline. Apptivo integrates with Zendesk Sell to help sales teams track the conversations they are having via Zendesk’s ticketing system. The integration allows sales reps to share contacts, activities, notes, tasks, etc. between Apptivo and Zendesk.
The integration of Apptivo and Zendesk allows the fplowing:
Sales Reps can sync contacts between the two platforms using email addresses and/or phone numbers. When a contact is added to Zendesk, it will also be added to Apptivo.
When a Zendesk ticket is created or updated, the ticket data is automatically synced with Apptivo as well as all the other connected apps. Therefore, leads and contacts can also be synced automatically.
Sales reps can create leads and contacts directly from Zendesk without leaving the app. They can also send leads and contacts to other users in Apptivo and set activity and task history on those leads and contacts.
Similarly, the conversation history of the conversation captured in Zendesk will also be available in Apptivo. This allows sales reps to see where they left off with a particular lead or contact.
The reports in Apptivo can be pulled from Zendesk as well as all other connected apps.
Deals and opportunities created in Apptivo can also be synced with Zendesk. This allows for better tracking of deals and opportunities created in both platforms.
Integration of Zendesk Sell and Apptivo helps sales teams save time and energy by reducing the need for manual input of data into both platforms. The integration also helps sales reps track their prospects more effectively by bringing together all the necessary information regarding a prospect in one place. Sales teams can now create leads and contacts from Zendesk as well as monitor the ongoing conversation history with those leads and contacts from Apptivo.
The process to integrate Zendesk Sell and Apptivo 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.