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Zendesk Sell + Microsoft Dynamics CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Zendesk Sell and Microsoft Dynamics CRM

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 Microsoft Dynamics CRM

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 Integrations
Microsoft Dynamics CRM Alternatives

Looking for the Microsoft Dynamics CRM Alternatives? Here is the list of top Microsoft Dynamics CRM Alternatives

  • Zoho CRM Zoho CRM
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Best ways to Integrate Zendesk Sell + Microsoft Dynamics CRM

  • Zendesk Sell Microsoft Dynamics CRM

    Zendesk Sell + Microsoft Dynamics CRM

    Create Lead to Microsoft Dynamics CRM from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Microsoft Dynamics CRM Create Lead
  • Zendesk Sell Microsoft Dynamics CRM

    Zendesk Sell + Microsoft Dynamics CRM

    Create Account to Microsoft Dynamics CRM from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Microsoft Dynamics CRM Create Account
  • Zendesk Sell Microsoft Dynamics CRM

    Zendesk Sell + Microsoft Dynamics CRM

    Create Contact to Microsoft Dynamics CRM from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Microsoft Dynamics CRM Create Contact
  • Zendesk Sell Microsoft Dynamics CRM

    Zendesk Sell + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Microsoft Dynamics CRM Create Opportunity
  • Zendesk Sell Microsoft Dynamics CRM

    Zendesk Sell + Microsoft Dynamics CRM

    Create Case to Microsoft Dynamics CRM from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Microsoft Dynamics CRM Create Case
  • Zendesk Sell {{item.actionAppName}}

    Zendesk Sell + {{item.actionAppName}}

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

It's easy to connect Zendesk Sell + Microsoft Dynamics CRM 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 Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

    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.

  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

How Zendesk Sell & Microsoft Dynamics CRM 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 Microsoft Dynamics CRM 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 Microsoft Dynamics CRM.

    (2 minutes)

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

Integration of Zendesk Sell and Microsoft Dynamics CRM

Zendesk Sell

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

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.

Integration of Zendesk Sell and Microsoft Dynamics CRM

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.

Benefits of Integration of Zendesk Sell and Microsoft Dynamics CRM

The benefits of integrating Zendesk Sell with Microsoft Dynamics CRM are:

  • Increased Sales Performance. When you integrate Zendesk Sell with Microsoft Dynamics CRM, you can gain insight into your sales pipeline across various stages by tracking leads, opportunities, and contacts in both systems. You can also set up alerts to be notified when critical events occur within each system so you don’t miss any important updates. In this way, you can increase your sales performance by closing more deals faster.
  • Improved Customer Experience. Integration between Zendesk Sell and Microsoft Dynamics CRM helps you provide better customer experience across different channels by allowing you to engage your customers consistently through data synchronization between the two systems. For example, you can create a task in Microsoft Dynamics CRM when a case is created in Zendesk Sell; assign the task to a team member; and track its progress in one location across both systems. Through integration of Zendesk Sell with Microsoft Dynamics CRM, you can also trigger emails based on specific events such as creating a new contact or opportunity in either system; assign a task based on the discussion; or update an opportunity status in one system. In this way, you can deliver better service through personalization of your communication with customers without having to access multiple systems. When your customers receive better service, they are likely to become your repeat clients who will continue to purchase from you again and refer others in their network to do the same.

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.