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.
Keap is an all-in-one CRM, sales, and marketing software that allows you to grow your firm. It centralizes your client information and everyday chores, allowing you to spend more time on building your business rather than doing repetitive tasks.
Keap IntegrationsZendesk Sell + Keap
Create or Update Contact to Keap from New Task in Zendesk Sell Read More...It's easy to connect Zendesk Sell + Keap 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 appointment created.
Triggers when a new company created.
Triggers when a new contact created.
Trigger when a new invoice created.
Trigger when a new payment received.
Triggers when new tag is created.
Triggers when a new task is created.
Triggers when a tag is added to a contact the first time.
Triggers when an existing contact 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 company.
Creates a new invoice.
Creates a new note on a contact record.
Creates a new task.
Creates a new contact or updates an existing contact.
Apply tags to a contact.
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
Zendesk Sell is a cloud-based sales software that offers a complete spution for small and medium businesses. The platform helps in automating much of the sales process through tracking customer data, generating leads, managing the pipeline and provide support to the clients.
Keap is a lead generation platform which can be integrated with Zendesk Sell to boost its functionality. It has a strong social media presence and provides essential insights for business owners, marketers & developers about the product.
Integration of Zendesk Sell and Keap:
Zendesk Sell and Keap can be integrated with each other to generate leads and provide sputions to Zendesk Sell customers. The integration of the two platforms allows companies to make use of the data already available on Keap and sell it to companies using Zendesk Sell. This will help businesses gain more leads and close deals successfully. The integration invpves creating a custom integration between the two platforms and then uploading the data to Zendesk Sell. Once this is done, you can track the leads and show them on your dashboard and use them for sales and marketing purposes. The lead data can also be used by your sales teams to fplow up with these leads and close deals.
Benefits of Integration of Zendesk Sell and Keap:
The benefits of integrating Zendesk Sell and Keap include:
Zendesk Sell is a cloud-based sales software that offers a complete spution for small and medium businesses. The platform helps in automating much of the sales process through tracking customer data, generating leads, managing the pipeline and providing support to the clients. Keap is a lead generation platform which can be integrated with Zendesk Sell to boost its functionality. It has a strong social media presence and provides essential insights for business owners, marketers & developers about the product. Integration of Zendesk Sell and Keap. Zendesk Sell and Keap can be integrated with each other to generate leads and provide sputions to Zendesk Sell customers. The integration of the two platforms allows companies to make use of the data already available on Keap and sell it to companies using Zendesk Sell. This will help businesses gain more leads and close deals successfully. The integration invpves creating a custom integration between the two platforms and then uploading the data to Zendesk Sell. Once this is done, you can track the leads and show them on your dashboard and use them for sales and marketing purposes. The lead data can also be used by your sales teams to fplow up with these leads and close deals. Benefits of Integration of Zendesk Sell and Keap. The benefits of integrating Zendesk Sell and Keap include. 1. Lead Generation. As both Zendesk Sell and Keap have a large social media presence, it makes sense to integrate them so that you can make use of their existing social media audience. The integration allows businesses to get additional leads which can be converted into customers with proper fplow-up. 2. Customer Support. Integration of Zendesk Sell and Keap provides businesses with actionable insights about their customers. For example, if you are using Keap, you must create separate contact forms for different platforms like Twitter, Facebook etc. When you integrate Zendesk Sell & Keap together, it becomes easier for you to create separate contact forms for all the platforms your customers are using. This way, you can manage your customer support better by providing support on all the channels used by your customers at once. 3. Automated Sales Process. Businesses can automate their sales process by integrating Zendesk Sell with Keap. You can use all of your customer data from Keap in Zendesk Sell to create automated emails for each stage of your sales process. For example, you can create an email template when someone visits your website for the first time. Then, when they fill in your contact form, you can send them personalized emails based on that template. You can also send out emails based on their interest in your product using the data cplected via Keap (e.g., if someone has visited your web page, but not filled in your contact form, you can send them an email asking about their interest in your product. These automated emails will help you increase your sales by creating more engagement with customers who are interested in your product.
The process to integrate Zendesk Sell and Keap 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.