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.
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
Zendesk Sell + kanban ToolArchive task in kanban Tool when New Task is created in Zendesk Sell Read More...
Zendesk Sell + kanban ToolCreate task to kanban Tool from New Task in Zendesk Sell Read More...
Zendesk Sell + kanban ToolDelete task in kanban Tool when New Task is created in Zendesk Sell Read More...
Zendesk Sell + kanban ToolCreate checklist item to kanban Tool from New Task in Zendesk Sell Read More...
Zendesk Sell + kanban ToolCreate comment to kanban Tool from New Task in Zendesk Sell Read More...
It's easy to connect Zendesk Sell + kanban Tool 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 activity on a board is made.
Triggers when a new board is created.
Triggers when a new card type is defined for a board.
Triggers when a new checklist item is added to a task.
Triggers when a new comment is added to a task.
Triggers when a new swimlane is created for a board.
Triggers when a new task is added.
Triggers when a new workflow stage is created for a board.
Triggers when a task is archived.
Triggers when a task is moved to another workflow stage or swimlane.
Triggers when a task 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.
Archives a specific task.
Completes an existing checklist item on a task.
Creates a new checklist item on a task.
Writes a new comment on a specific task.
Creates a new task on a specific board.
Deletes a checklist item from a task.
Deletes a specific task.
Moves a specific task between workflow stages and swimlanes.
Updates a task's name, description, due date or other details.
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.
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.
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.