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Integrate Zendesk Sell with Chatter

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

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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 Chatter

Chatter is a social collaboration tool that allows users to collaborate securely at work to establish networks, share files and status updates.

Chatter Integrations

Best ways to Integrate Zendesk Sell + Chatter

  • Zendesk Sell Integration Chatter Integration

    Zendesk Sell + Chatter

    New Post in Feed Action in Chatter when New Task is created in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell Integration New Task
     
    Then do this...
    Chatter Integration New Post in Feed Action
  • Zendesk Sell Integration Chatter Integration

    Zendesk Sell + Chatter

    New Post in Feed Action in Chatter when New Lead is created in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell Integration New Lead
     
    Then do this...
    Chatter Integration New Post in Feed Action
  • Zendesk Sell Integration Chatter Integration

    Zendesk Sell + Chatter

    New Post in Feed Action in Chatter when New Contact is created in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell Integration New Contact
     
    Then do this...
    Chatter Integration New Post in Feed Action
  • Zendesk Sell Integration Chatter Integration

    Zendesk Sell + Chatter

    New Post in Feed Action in Chatter when Updated Contact is added to Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell Integration Updated Contact
     
    Then do this...
    Chatter Integration New Post in Feed Action
  • Zendesk Sell Integration Chatter Integration

    Zendesk Sell + Chatter

    New Post in Feed Action in Chatter when New Deal is created in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell Integration New Deal
     
    Then do this...
    Chatter Integration New Post in Feed Action
  • Zendesk Sell Integration {{item.actionAppName}} Integration

    Zendesk Sell + {{item.actionAppName}}

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

It's easy to connect Zendesk Sell + Chatter 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 Group

    Triggers when a new group is created.

  • New Post about Topic

    Triggers when there is a new post about a certain topic in your organization.

  • New Post in Feed Trigger

    Triggers when any new post occurs in your Chatter Feed.

  • New Topic

    Triggers when a new topic 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.

  • New Post in Feed Action

    Create a new post in your Chatter feed.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Zendesk Sell & Chatter 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 Chatter 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 Chatter.

    (2 minutes)

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

Integration of Zendesk Sell and Chatter

Zendesk Sell is an application that allows users to manage customer service activities, including the ability to manage cases, process payments, and improve support efficiency by providing a more personalized experience (Zendesk, Inc., 2016. Zendesk Sell’s integration of Chatter provides sales agents with additional information about their clients, as well as real-time updates on the status of their tickets, which allows them to have a better understanding of the needs of their clients and provide better customer service.

Integration of Zendesk Sell and Chatter

Zendesk Sell and Chatter integrate to help sales agents have a better understanding of their customers’ needs. Zendesk Sell supports activity feeds that are completely customizable and can be integrated into the Salesforce CRM. The activity feed gives sales agents detailed information about the ticket; for example, when a ticket is moved from one stage to another or when it has been automatically respved. It also allows them to view all relevant information about the ticket in one place so they can fplow up with customers and handle questions effectively (Zendesk, Inc., 2016.

Benefits of Integration of Zendesk Sell and Chatter

The integration of Zendesk Sell and Chatter has several benefits for the organization because it allows users to manage customer service activities more efficiently. For example, with the integration of Zendesk Sell and Chatter, users no longer have to manually export customer data and import it into another system; instead, they can use Zendesk Sell to view and edit customer data directly within Chatter. Users can also schedule updates for existing customers to ensure that their customer profiles are always up-to-date. Another benefit of using Zendesk Sell is that it allows users to create case templates and processes that can be used across all teams. Sales agents can also use Zendesk Sell to see which team is handling each ticket, so they can then fplow up with the appropriate team member after the ticket is assigned.

Zendesk Sell and Chatter integrate to give users a better understanding of their customers and improve their customer service. When using Zendesk Sell and Chatter together, sales agents can easily create case templates and processes that will be used across all teams. Another benefit of using Zendesk Sell is that users no longer have to manually export customer data and import it into another system; instead, they can use Zendesk Sell to view and edit customer data directly within Chatter. By integrating Zendesk Sell and Chatter, sales agents can see which team is handling each ticket, which improves their ability to effectively fplow up with the appropriate team member.

The process to integrate Zendesk Sell and Chatter 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.