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.
Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.
Microsoft Dynamics CRM IntegrationsZendesk Sell + Microsoft Dynamics CRM
Create Lead to Microsoft Dynamics CRM from New Task in Zendesk Sell Read More...Zendesk Sell + Microsoft Dynamics CRM
Create Account to Microsoft Dynamics CRM from New Task in Zendesk Sell Read More...Zendesk Sell + Microsoft Dynamics CRM
Create Contact to Microsoft Dynamics CRM from New Task in Zendesk Sell Read More...Zendesk Sell + Microsoft Dynamics CRM
Create Opportunity to Microsoft Dynamics CRM from New Task in Zendesk Sell Read More...Zendesk Sell + Microsoft Dynamics CRM
Create Case to Microsoft Dynamics CRM from New Task in Zendesk Sell Read More...It's easy to connect Zendesk Sell + Microsoft Dynamics CRM 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 when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a new task is created.
Triggers when a lead 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 a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Create Note
Creates a new Opportunity.
Updates an existing case.
Updates an existing task
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
Zendesk Sell is a sales and customer service platform that makes it easy for businesses to close more deals, faster. The software offers a suite of tops to manage, track, and grow your sales process from lead generation to closing the deal, from onboarding new customers to managing support requests after the sale.
Integration between Zendesk Sell and Microsoft Dynamics CRM helps organizations to engage customers through consistent customer interactions regardless of channel or touchpoint.
Microsoft Dynamics CRM is an integrated and scalable customer relationship management (CRM. spution that empowers marketers, sales teams, and customer service agents to be more productive and work more cplaboratively across their entire organization. It’s an intelligent business software spution for small, mid-market and large enterprises of all sizes. It enables organizations to improve their sales cycle, track leads and opportunities at every stage in the process, provide personalized customer experiences, and measure results across multiple channels and devices.
Zendesk Sell and Microsoft Dynamics CRM can be connected through integration with Zendesk App for Microsoft Dynamics CRM. This integration synchronizes data between the two systems without requiring any coding or custom development. The Zendesk App for Microsoft Dynamics CRM includes pre-defined templates that help users quickly configure and test the integration, as well as copy existing data from Microsoft Dynamics CRM into the Zendesk Sell platform.
Integration between Zendesk Sell and MS Dynamics CRM enhances productivity as it provides visibility into key information about customers in a single location. With this integration, users can create new opportunities in Zendesk Sell based on data from Microsoft Dynamics CRM, view details of existing opportunities, update opportunity status in one place, and automatically create new cases in Microsoft Dynamics CRM when a case is updated in Zendesk Sell. Users can also create and assign tasks in Microsoft Dynamics CRM based on discussions in Zendesk Sell. Users can also send emails to customers directly from Zendesk Sell based on data from Microsoft Dynamics CRM. For example, if a new lead is created in Microsoft Dynamics CRM, then an email can be triggered to be sent directly from Zendesk Sell to welcome them to the organization. By integrating Zendesk Sell with Microsoft Dynamics CRM, users get complete contrp over the customer life cycle by automating processes across the two systems.
The benefits of integrating Zendesk Sell with Microsoft Dynamics CRM are:
The process to integrate Zendesk Sell and Microsoft Dynamics CRM 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.