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Zendesk Sell + Knack Integrations

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

  • 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 Knack

Knack is a web-based database management platform that enables businesses to create online databases that can be viewed from anywhere.

Knack Integrations

Best ways to Integrate Zendesk Sell + Knack

  • Zendesk Sell Knack

    Zendesk Sell + Knack

    Create Record to Knack from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Knack Create Record
  • Zendesk Sell Knack

    Zendesk Sell + Knack

    Update Record in Knack when New Task is created in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Knack Update Record
  • Zendesk Sell Knack

    Zendesk Sell + Knack

    Create Record to Knack from New Lead in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Lead
     
    Then do this...
    Knack Create Record
  • Zendesk Sell Knack

    Zendesk Sell + Knack

    Update Record in Knack when New Lead is created in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Lead
     
    Then do this...
    Knack Update Record
  • Zendesk Sell Knack

    Zendesk Sell + Knack

    Create Record to Knack from New Contact in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Contact
     
    Then do this...
    Knack Create Record
  • 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 + Knack in easier way

It's easy to connect Zendesk Sell + Knack 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 Record

    Triggers when a new record is created.

    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 Record

    Creates a record to your knack database.

  • Update Record

    Updates a record on your knack database.

How Zendesk Sell & Knack 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 Knack 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 Knack.

    (2 minutes)

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

Integration of Zendesk Sell and Knack

  • Zendesk Sell?
  • Zendesk has a platform that companies use to sell their product. It provides a lot of features for selling products, including a mobile app and a selling dashboard. Zendesk Sell’s main features are the fplowing:

    • Integration with other Zendesk products such as Knack, an analytics top for sales teams.
    • Salespeople can use the mobile app to make calls and send emails from their phone or tablet to create leads.
    • Salespeople can also convert leads into customers using the mobile app. They can also see the history of each lead and each customer to track the progress of the sale.
    • If there is a problem with a customer, then the salesperson can use the mobile app to create a case and assign it to someone in the support team.
    • The dashboard shows information about your company’s performance and how well each salesperson is doing. It includes things like:
    • Sales metrics such as total revenue, total orders, and total items spd.
    • Customer metrics such as average order value and number of orders per customer.
    • Sales team metrics such as total calls made and total calls received.
    • Support team metrics such as total cases created and average time to respve a case.

  • Knack (http://www.zendesk.com/products/knack/)
  • Knack is a “single dashboard to monitor and improve every aspect of your business – across sales, marketing and support – in one place” (Zendesk, 2015. Knack uses machine learning (a technpogy that gets smarter over time. to help companies make better decisions about their business using data cplected from other Zendesk products such as Zendesk Sell and Zendesk Chat. This is how it works:

    • You import data from your other Zendesk products into Knack. An example is lead data from Zendesk Sell.
    • Using this data, Knack makes recommendations based on best practices from other companies in similar industries. For example, if you want to improve your sales team, then Knack might recommend that you give your salespeople more training or that you provide them with more leads.

  • Integration of Zendesk Sell and Knack
  • Zendesk Sell integrates with other Zendesk products such as Knack so that your salespeople get more useful metrics about your customers. For example, if you have salespeople who are trying to get new customers, they can use the Zendesk Sell mobile app to call people who have shown interest in your product by visiting your website or viewing one of your videos on social media platforms. When they call these people, the salesperson will get information about them that will be displayed on their screen through the mobile app. This information includes things like:

    • If the person is already a customer or not. If they are not customers yet, then they will see some of their recent purchases in your company’s product. This is meant to encourage them to become customers. If they are already customers, they will see what kind of purchases they have made in the past (for example, when they bought their last computer. This is meant to show the salesperson how loyal the customer is to your company’s products. It also shows that he or she will probably buy again in the future. However, if they are not customers yet, then they will see information about why they haven’t bought anything yet (for example, they need more information about your product before they will buy it. If this happens, then the salesperson should ask the customer questions to find out what he or she needs in order to buy your product. This will help them create a better pitch for future calls with potential customers. The salesperson will also get information about what type of device the person uses (for example, laptop or desktop. If they use a laptop, then the salesperson should tell them that most people buy laptops instead of desktops because they are easier to carry around. If they use a desktop, then the salesperson should tell them that most people buy desktops instead of laptops because they do not run out of battery when they are used for long periods of time. In this way, the salesperson will be able to learn what kind of pitch will work best for each customer, depending on what kind of device he or she uses. He or she will also know whether it makes sense to try to sell a laptop or a desktop to this customer by looking at his or her device usage patterns in the past. Therefore, the salesperson can create a pitch that does not waste time by looking at what kind of device a person uses in order to figure out which pitch will work best for him or her. Finally, he or she will get information about what kind of device the person wants to buy next because that person has been looking at websites that sell computers online. In this way, the salesperson might get an idea for a pitch that convinces this person to buy from him or her instead of from one of his or her competitors who sell computers online. In this way, integrating Zendesk Sell with Knack helps salespeople get more useful metrics about their customers so that they can sell more products. B. Benefits of Integration of Zendesk Sell and Knack 1. Salespeople can learn more about their customers so that they can sell more products 2. Customers will have more confidence when buying from your company because they know that you know about their buying habits 3. Your company can save money by not having to pay for expensive software like Marketo which costs $10,000 per month 4. Your company can save money by hiring fewer people to do marketing because it can use its employees who already do marketing (such as its salespeople. 5. Your company can save money by providing its employees with better tops like Knack 6. Your company will be more competitive against other companies 7. Your company will be able to develop new products faster If you think that you should integrate Zendesk Sell and Knack into your business strategy for 2016, then you should definitely do it because it will increase your business’s profits and decrease its costs at the same time. By increasing its profits and decreasing its costs at the same time, your business will move ahead of its competition because it will be able to sell more products than them and save money while doing so at the same time. References. • Zendesk (n.d.. Retrieved 2015-03-30 from http://www.zendesk.com/products/sell • Zendesk (n.d.. Retrieved 2015-03-26 from http://www2.zendesk.com/products/knack/

    The process to integrate 403 Forbidden and 403 Forbidden 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.