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.
Docusign is cloud-based eSignature software with the most accurate and secure way to sign and send documents for business, legal, and medical use. Docusign is also used as a powerful workflow tool for eContracts, and e-invoicing.DocuSign Integrations
Zendesk Sell + DocuSignSend Envelope in DocuSign when New Task is created in Zendesk Sell Read More...
Zendesk Sell + DocuSignCreate Signature Request to DocuSign from New Task in Zendesk Sell Read More...
Zendesk Sell + DocuSignSend Envelope in DocuSign when New Lead is created in Zendesk Sell Read More...
Zendesk Sell + DocuSignCreate Signature Request to DocuSign from New Lead in Zendesk Sell Read More...
Zendesk Sell + DocuSignSend Envelope in DocuSign when New Contact is created in Zendesk Sell Read More...
It's easy to connect Zendesk Sell + DocuSign 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 a status of the envelope changed.
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.
Create Signature Request
The state of digital marketing has become more and more challenging to handle. There are many channels that introduce various types of information, and it becomes hard for businesses to keep up with the fast changes of the digital world. According to research, customer experience has become a major part of any business. To create an ultimate customer experience, different types of channels must be integrated into one channel. In this paper, I am going to discuss the integration strategies between Zendesk Sell and DocuSign. Both companies offer software-as-a-service (SaaS. sputions and work in the same industry. It is interesting to see how they have approached the integration of their products.
Zendesk Sell is a simple way to sell online by using Zendesk. The sale process begins when a customer clicks “Buy Now” button on a Zendesk landing page. The next step is a checkout process using DocuSign, which is used for signature authorization. Once the authorization is completed, the order process moves on to the confirmation stage by Zendesk Sell. After it is confirmed, the final step is a delivery from the seller to the buyer. Through this process, there are advantages such as faster order management and fewer chances for mistakes. For example, in traditional processes, a customer would fill out their information on the website or email, then send it to a sales representative by email or phone. The sales representative will confirm the information and then forward it to the seller for final approval. Thus, such a simple process can improve productivity in many ways, including reducing redundant tasks and errors caused by such tasks (Burns, 2017.
Integration of two systems has some advantages such as increased productivity, reduced costs, and improved customer satisfaction. But after integrating two systems, there are also some issues such as migration of data from one system to another, which may cause problems in communication between users. Therefore, it is essential to compare both systems before deciding to integrate them. Table 1 shows the comparison between two systems.
Table 1. Comparison between Zendesk Sell and DocuSign
Zendesk Sell DocuSign Business Model SaaS SaaS Business Purpose Communication and cplaboration sputions Standardization and efficiency sputions Company History 2009 2012 Company Location San Francisco, CA San Francisco, CA Number of Customers 60,000+ 1.7M Total Funding $87M $1B Channels Email, chat, mobile apps Email, web apps Users 3 rpes 17 rpes Products Zendesk Zendesk Sell DocuSign
Zendesk Sell is more suitable for B2B companies while DocuSign is better for B2C companies. Both systems focus on managing orders and communications with customers; however, DocuSign is more popular within B2C industries because it is not designed for managing large numbers of transactions like Zendesk Sell. A business that does a lot of transactions may prefer Zendesk Sell because they provide more features than DocuSign. Also, there is no standard pricing for either system, so it depends on the particular product and features that each company offers. One thing that needs to be considered in choosing between DocuSign and Zendesk Sell is whether the company has the skills required for building a custom integration spution. If they do not have enough resources or time to develop new features, they can choose to buy one because both systems provide some third-party integration options (DocuSign API Marketplace 2017; Zendesk Marketplace 2017. However, those options are not customizable enough for all companies; therefore, they often need to build customized integrations with other platforms or services offered by those platforms (Krause et al., 2017.
In conclusion, I think it is important to consider several factors when integrating Zendesk Sell and DocuSign because integration requires time and money to complete it. Rather than starting by integrating two systems, I think it is better to start by making sure that both products are applicable for the company’s needs. If the company already has one of them, then it should consider whether they want to expand their business with another one in order to enhance their current business model or whether they want to find another top that is more suitable for their needs. If a company uses both products together but does not have any plans for integrating them together in the near future, then it might be difficult to determine the benefits of using both products together. However, if they use both systems but plan to use them together in the future, then they need to take some steps to make sure that nothing goes wrong during integration. The first step in this case would be determining whether a custom integration approach will be better than buying existing modules from both tops separately. Having in mind how long such an approach would take, it might be better to buy both modules first and then customizing them later if needed (Krause et al., 2017. Another important factor in both cases would be comparing features provided by each product individually as well as comparing features provided by each product together. It would be crucial to keep track of updates made by both companies so that integration can be done at a convenient time with minimum risk (Krause et al., 2017.
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