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.
Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.
Freshworks CRM IntegrationsZendesk Sell + Freshworks CRM
Create Contact to Freshworks CRM from New Task in Zendesk Sell Read More...Zendesk Sell + Freshworks CRM
Create Note to Freshworks CRM from New Task in Zendesk Sell Read More...Zendesk Sell + Freshworks CRM
Create Account to Freshworks CRM from New Task in Zendesk Sell Read More...Zendesk Sell + Freshworks CRM
Add Appointment in Freshworks CRM when New Task is created in Zendesk Sell Read More...Zendesk Sell + Freshworks CRM
Create Task to Freshworks CRM from New Task in Zendesk Sell Read More...It's easy to connect Zendesk Sell + Freshworks 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.
trigger when new appointment created.
Trigger when any task gets completed.
Trigger when new contact is created.
Trigger when new deal created.
Trigger when new task created.
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.
Add an appointment.
Create an account.
Creates a contact.
Creates a deal.
Creates a note.
Creates a task.
Updates an existing contact.
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
Zendesk Sell is a top that enables sales teams to leverage the power of CRM and automate their sales process with the help of customizable workflow, chat, and visual sales pipeline. It offers powerful features like activity feed, pipeline management, email notifications, and time tracking.
Freshworks CRM offers the biggest advantage in terms of its integration with Freshdesk. It allows users to create leads from conversations, update them as well as track their progress in real time. Sales reps can also keep an eye on their contacts’ activity and status by accessing all the information through a single dashboard.
Zendesk Sell and Freshworks CRM are two platforms that are developed by two separate companies; however, both platforms have been integrated together with user experience enhancement in mind. By using both platforms together, users can save time on manual data entry into one platform while the other platform automatically updates with the new information. This makes it easy for sales reps to gain access to important information without having to log into different systems. The integration will also enable users to track and monitor the history of their leads, which is an important resource when it comes to nurturing potential customers.
Using both platforms together makes it easy for sales reps to generate leads from incoming chats and convert them into opportunities. Both Zendesk Sell and Freshworks CRM have been designed keeping in mind the need for sales reps to have a quick overview of their leads to make decisions about them quickly. This ensures that there is a smooth flow of communication between sales reps, support agents and business analysts on a day-to-day basis. This type of integration has made it possible for companies to increase their efficiency and productivity. Here are some of the benefits that come with this integration:
It is easy for sales reps to qualify their leads using relevant information from Zendesk Sell.
Sales reps can be confident in their decision making before they engage with their prospects.
The integration of both platforms helps sales reps to close deals faster, which increases their chances of making higher commissions.
With increasing competition and technpogical advancements, it is important for sales teams to analyze their processes and develop strategies to improve them. The integration of Zendesk Sell and Freshworks CRM has opened up new ways of cplaboration between sales teams and business analysts, which has made it easier for sales reps to convert leads into opportunities for revenue generation.
The process to integrate Zendesk Sell and Freshworks 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.