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.
Autotask provides an IT business management tool that combines RMM, service desk, CRM, projects, time, billing, reporting, and more. It has the ability to integrate all the features you may need to meet your specific business requirements.Autotask Integrations
Zendesk Sell + AutotaskCreate Time Entry to Autotask from New Task in Zendesk Sell Read More...
Zendesk Sell + AutotaskCreate Ticket Note to Autotask from New Task in Zendesk Sell Read More...
It's easy to connect Zendesk Sell + Autotask 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 whenever a new Account is added.
Triggers whenever a new appointments is added.
Triggers when a new Configuration Item is found.
Triggers whenever a new holiday is added.
Triggers whenever a new invoice is added.
Triggers whenever a new item/service is added.
Triggers whenever a new opportunity is added.
Triggers when a new Project is found.
Triggers when a new Task is found.
Triggers when a new Ticket is found.
Triggers when a new Time Entry is found.
Triggers whenever a new account todos is added.
Triggers whenever a new or updated Contact is found.
Triggers when a ticket note is updated or created.
Trigger if a service call was created/setup
Triggers when an Account is updated.
Triggers when a updated task is found.
Triggers when a ticket is updated.
Triggers when a Time Entry is updated.
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.
Creates an account.
Creates an appointment.
Creates a contact.
Creates a opportunity.
Creates a ticket.
Creates a ticket note.
Creates a Time Entry.
Creates a ToDo.
Updates an opportunity.
Updates a ticket.
Zendesk Sell is a business software that is used to manage the sales process. Sales teams can use this software to create custom workflows, automate tasks, and share data across an entire team. Zendesk Sell comes with its own CRM that allows users to keep track of all their interactions with customers. The implementation is easy, just requires a few clicks. The company was founded in 2007 by Mikkel Svane, Morten Primdahl, and Alexander Aghassipour. It is based in San Francisco, California.
Autotask is a web-based task automation top. It helps users to improve productivity by automating their everyday tasks. The software is designed for small companies that need to be more efficient in their daily operations. The company was founded in 2001 by Bryan O’Keefe. Autotask is headquartered in Redwood City, California.
Sales teams can use Zendesk Sell to improve their workflow. They can create custom workflows using the software’s drag-and-drop interface. The integration of Zendesk Sell and Autotask will make it easier for sales teams to manage their day-to-day activities.
The benefits of integrating Zendesk Sell and Autotask include:
Automation of daily tasks. The software helps teams focus on more important things rather than attending to mundane tasks. The platform makes it possible to automatically schedule outbound campaigns, draft fplow-up emails, and get reminders for upcoming tasks.
Integration with other software. The software provides an interface so that data can be easily shared with other applications such as Google Drive, Dropbox, and Salesforce. This integration makes it easier for users to get access to more information than what they have in the software itself.
Customization. Users can customize the software according to their preferences. For instance, they can choose whether or not to have a view of the day’s task list on the dashboard. They can also choose from a variety of pre-defined templates for different types of tasks.
Cplaboration. Team members can cplaborate using the software because it allows them to share notes and manage customer interaction through a single platform. They can also have a record of each task that they have accomplished during the day because the software automatically logs their work.
Zendesk Sell and Autotask integrate seamlessly to help sales teams manage their day-to-day activities effectively. The integration makes it possible for users to focus more on important tasks rather than spending time on tedious ones.
The process to integrate Zendesk Sell and Autotask 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.