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Zendesk Sell + Microsoft Dynamics 365 Business Central Integrations

Appy Pie Connect allows you to automate multiple workflows between Zendesk Sell and Microsoft Dynamics 365 Business Central

  • 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 Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a cloud-based, all-in-one business management solution designed for small to medium-sized businesses. It helps businesses make informed decisions with connected data across accounting, sales, purchasing, inventory, and customer transactions.

Microsoft Dynamics 365 Business Central Integrations

Best ways to Integrate Zendesk Sell + Microsoft Dynamics 365 Business Central

  • Zendesk Sell Microsoft Dynamics 365 Business Central

    Zendesk Sell + Microsoft Dynamics 365 Business Central

    Create Employee to Microsoft Dynamics 365 Business Central from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Microsoft Dynamics 365 Business Central Create Employee
  • Zendesk Sell Microsoft Dynamics 365 Business Central

    Zendesk Sell + Microsoft Dynamics 365 Business Central

    Create Customer to Microsoft Dynamics 365 Business Central from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Microsoft Dynamics 365 Business Central Create Customer
  • Zendesk Sell Microsoft Dynamics 365 Business Central

    Zendesk Sell + Microsoft Dynamics 365 Business Central

    Create Item to Microsoft Dynamics 365 Business Central from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Microsoft Dynamics 365 Business Central Create Item
  • Zendesk Sell Microsoft Dynamics 365 Business Central

    Zendesk Sell + Microsoft Dynamics 365 Business Central

    Create Vendor to Microsoft Dynamics 365 Business Central from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Microsoft Dynamics 365 Business Central Create Vendor
  • Zendesk Sell Microsoft Dynamics 365 Business Central

    Zendesk Sell + Microsoft Dynamics 365 Business Central

    Create Sales Invoice to Microsoft Dynamics 365 Business Central from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Microsoft Dynamics 365 Business Central Create Sales Invoice
  • 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 + Microsoft Dynamics 365 Business Central in easier way

It's easy to connect Zendesk Sell + Microsoft Dynamics 365 Business Central 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.

  • Execute Custom API Call

    Trigger when new data comes in your custom api call.

  • New Account

    Trigger when New Chart Of Account created.

  • New Company

    Trigger when new company is created

  • New Customer

    Trigger when new Customer is created

  • New Customer Sale

    Trigger when a new customer sale is created

  • New Employee

    Trigger when new Employee is created

  • New Person

    Triggers when a new person is created.

  • New Sales Invoice

    Trigger when new sales invoice is created

  • New Sales Order

    Trigger when a new sales order is created in a specific account.

  • New Update Item

    Triggers every time a new item is created.

  • New Vendor

    Trigger when new vendor is created.

  • Updated Customer

    Trigger when a customer updated.

  • Updated Sales Order

    Trigger when any sales order 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.

  • Create Contact

    Create Contact

  • Create Customer

  • Create Employee

  • Create Item

    Creates an item.

  • Create Order Line Item

    Creates a new order line item.

  • Create Sales Invoice

  • Create Sales Order

  • Create Vendor

  • Update Item

    Updates an item.

  • Update Sales Order

    Updates an order.

How Zendesk Sell & Microsoft Dynamics 365 Business Central 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 Microsoft Dynamics 365 Business Central 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 Microsoft Dynamics 365 Business Central.

    (2 minutes)

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

Integration of Zendesk Sell and Microsoft Dynamics 365 Business Central

Zendesk Sell is a platform in which you can manage your sales and customer service in one place. You can make your sales team more productive with the help of this top. It helps you generate leads, track them down, and convert them to customers. You cannot get everything from the same platform. However, Zendesk Sell will help you get rid of some issues. Just how does it do so What makes Zendesk Sell so effective Why should you use Zendesk Sell To find this out, you have to read further.

Integration of Zendesk Sell and Microsoft Dynamics 365 Business Central

Zendesk Sell is a cloud-based software that manages your sales and customer support in one place. Zendesk Sell integrates with Microsoft Dynamics 365 Business Central, which is a business management spution for mid-market companies from Microsoft Corporation. Microsoft Dynamics 365 Business Central is a spution for mid-market companies to integrate their business applications on one single platform. It provides a set of applications to businesses such as invoicing, accounting, inventory, marketing, sales, and field service. The two sputions combine into a complete spution that meets your needs. This combination allows you to manage your business operations from one platform. It enables you to automate routine tasks related to the supply chain, which reduces costs and increases efficiency. For instance, you can automate the process of ordering products from suppliers and receiving goods from them. This automation frees up time so that you can focus on building relationships with customers and growing your business.

Benefits of Integration of Zendesk Sell and Microsoft Dynamics 365 Business Central

Through integration with Microsoft Dynamics 365 Business Central, Zendesk Sell brings many benefits to its users. Here are some of these benefits:

  • Customers can easily find product information.
  • Customers can order and pay for products and services with just a few clicks.
  • Customers can check the status of their orders and receive updates via email or SMS.
  • Customers can also see the company’s offers and promotions on their dashboard when they log in to Zendesk Sell. This way, customers can stay updated about the latest offers and promotions of the company. This increases customer engagement and retention rate.

Microsoft Dynamics 365 Business Central is a business management spution for mid-market companies from Microsoft Corporation. It provides a set of applications to businesses such as invoicing, accounting, inventory, marketing, sales, and field service. These applications come in the form of modules. Financial Management, Sales Management, Operations Management, Marketing Management, Field Service Management, Project Service Automation (PSA), Project Service Automation for Field Service (PSAFS), Field Service Management for Field Service (PSAFS.

Microsoft Dynamics 365 Business Central has integration features that enable connections with other applications. By using these features you can extend the functionalities of Microsoft Dynamics 365 Business Central by adding new capabilities. For example, you can integrate Microsoft Dynamics 365 Business Central with other systems such as Point of Sale software or Customer Relationship Management software to allow the transfer of data between these systems. You can also integrate Microsoft Dynamics 365 Business Central with your accounting system to make sure that all financial transactions are correctly recorded in your books of record. Furthermore, you can use feature connectors to connect Microsoft Dynamics 365 Business Central with other cloud-based applications that are not included in the product suite itself. For example, you could connect Microsoft Dynamics 365 Business Central with your online store using either an API connector or an application connector. In this way, you can bring together your different cloud-based applications to provide your customers with a seamless experience when they are buying your products or services online or visiting your physical store. You can also use these integration features to connect applications on-premises to your cloud-based applications so that data is synchronized between the systems in both places. For example, you might want to synchronize sales data between your company’s sales application (such as Salesforce. and Microsoft Dynamics 365 Business Central because your salespeople need access to sales data while they are on the road. Or perhaps you want to synchronize data between your ERP system (such as SAP. and Microsoft Dynamics 365 Business Central because it is important for your finance department to keep track of what is happening in the rest of the organization. These are just two examples; there are many more scenarios where it would be useful to synchronize data between different systems! All integration features are supported by Application Connectors, which are prebuilt connectors that simplify the process of connecting applications together. To learn more about integration features and application connectors, please refer to https://docs.microsoftdynamics365.com/en-us/business-central/what-is-business-central/integration-features/.

The process to integrate Zendesk Sell and Microsoft Dynamics 365 Business Central 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.