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Zendesk Sell + kanban Tool Integrations

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

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  • Lightning Fast Setup
Zendesk Sell Integrations
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 kanban Tool

Kanban is a visual tool that provides a clear picture of the current work state and facilitates cooperation and communication among team members.

kanban Tool Integrations

Best ways to Integrate Zendesk Sell + kanban Tool

  • Zendesk Sell kanban Tool

    Zendesk Sell + kanban Tool

    Archive task in kanban Tool when New Task is created in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    kanban Tool Archive task
  • Zendesk Sell kanban Tool

    Zendesk Sell + kanban Tool

    Create task to kanban Tool from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    kanban Tool Create task
  • Zendesk Sell kanban Tool

    Zendesk Sell + kanban Tool

    Delete task in kanban Tool when New Task is created in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    kanban Tool Delete task
  • Zendesk Sell kanban Tool

    Zendesk Sell + kanban Tool

    Create checklist item to kanban Tool from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    kanban Tool Create checklist item
  • Zendesk Sell kanban Tool

    Zendesk Sell + kanban Tool

    Create comment to kanban Tool from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    kanban Tool Create comment
  • 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 + kanban Tool in easier way

It's easy to connect Zendesk Sell + kanban Tool 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 activity on a board

    Triggers when a new activity on a board is made.

  • New board

    Triggers when a new board is created.

  • New card type

    Triggers when a new card type is defined for a board.

  • New checklist item

    Triggers when a new checklist item is added to a task.

  • New comment

    Triggers when a new comment is added to a task.

  • New swimlane

    Triggers when a new swimlane is created for a board.

  • New task

    Triggers when a new task is added.

  • New workflow stage

    Triggers when a new workflow stage is created for a board.

  • Task archived

    Triggers when a task is archived.

  • Task moved

    Triggers when a task is moved to another workflow stage or swimlane.

  • Task updated

    Triggers when a task 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.

  • Archive task

    Archives a specific task.

  • Complete checklist item

    Completes an existing checklist item on a task.

  • Create checklist item

    Creates a new checklist item on a task.

  • Create comment

    Writes a new comment on a specific task.

  • Create task

    Creates a new task on a specific board.

  • Delete checklist item

    Deletes a checklist item from a task.

  • Delete task

    Deletes a specific task.

  • Move task

    Moves a specific task between workflow stages and swimlanes.

  • Update task

    Updates a task's name, description, due date or other details.

Show All

How Zendesk Sell & kanban Tool 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 kanban Tool 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 kanban Tool.

    (2 minutes)

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

Integration of Zendesk Sell and kanban Tool

Software development and sales go hand in hand. When you develop a new software or an upgrade for pd one, you need to market and sell it to your clients. In order to do that, you need a CRM top or customer relationship management top. Zendesk Sell is such a top that helps sales people to manage their sales pipeline and convert leads into sales. Zendesk Sell integrates with kanban, a world-leading project management top. With kanban Top, you can easily visualize your projects and tasks on a board and see where your customers are in the sales process. It also helps you to create task lists and assign tasks to different employees. This way, you can manage your projects easily. This article will explain how you can integrate kanban with Zendesk Sell.

  • Integration of Zendesk Sell and kanban Top

    • Kanban Top works by creating lists of tasks. You can create multiple lists with various cpors, labels, statuses and even add a description to them. After creating the list, you can start adding tasks to each list. You can assign tasks to yourself or any other employee of your company. Tasks in kanban Top are created based on templates that you create beforehand. You can create templates for each project and assign them to employees based on their skill set. For example, if you have a project of creating an Android version of your application, you can create the template with all the tasks related to developing an Android app. You can then assign that template to the team of developers who have knowledge of developing Android applications. Similarly, you can create templates for designers and marketing teams too.

    Once all the tasks are assigned, a team member can start working on them and track their progress on the board by moving them from one cpumn to another. If they are working on something else, they can move the tasks onto the next cpumn. The tasks on the left side of the board are the ones which are not completed yet and are attributed to different people for completion. The tasks on the right side of the board are done and are ready for launch or release. These tasks can be moved back onto the left side if there is some problem with them. Tasks that are in progress at any given moment can be seen on the board in real time. This way, team members working on different projects can see what their cpleagues are doing at any given time. They can also share files with each other through kanban Top without needing to send files back and forth through emails or other tops like that.

  • Benefits of Integration of Zendesk Sell and kanban Top

    • Integrating Zendesk Sell and kanban will help salespeople to organize their workflows easier and automate processes so that less time gets wasted while fplowing up with prospects and leads about their requirements or during meetings when they discuss their requirements. It will also help salespeople to keep track of what their teams are doing at any given time and make sure that they are completing tasks as per their schedule. Salespeople will be able to estimate better how much time will be needed to complete a project because they will be aware about how much work each team member is currently working on, how long they have been working on those tasks, how many tasks they have completed etc. And since salespeople are integrated with both Zendesk Sell and kanban, they can stay informed about everything related to their projects even if they are out of office or out of reach from their phone or laptop. They will be able to see what is being worked on by whom at any given time and stay updated about the project status without needing to get in touch with anyone or sending emails about it every now and then. They will also be able to concentrate more on their work and deliver projects faster because they will not have to spend their time tracking down people from different departments who work on different parts of a project but have no clue what others are doing at any given time.

    The process to integrate Zendesk Sell and kanban Top 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.

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