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Zendesk Sell + Microsoft Exchange Integrations

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

  • 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 Exchange

Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.

Microsoft Exchange Integrations
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Best ways to Integrate Zendesk Sell + Microsoft Exchange

  • Zendesk Sell Microsoft Exchange

    Zendesk Sell + Microsoft Exchange

    Create Event to Microsoft Exchange from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Microsoft Exchange Create Event
  • Zendesk Sell Microsoft Exchange

    Zendesk Sell + Microsoft Exchange

    Create Event to Microsoft Exchange from New Lead in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Lead
     
    Then do this...
    Microsoft Exchange Create Event
  • Zendesk Sell Microsoft Exchange

    Zendesk Sell + Microsoft Exchange

    Create Event to Microsoft Exchange from New Contact in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Contact
     
    Then do this...
    Microsoft Exchange Create Event
  • Zendesk Sell Microsoft Exchange

    Zendesk Sell + Microsoft Exchange

    Create Event from Microsoft Exchange from Updated Contact to Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell Updated Contact
     
    Then do this...
    Microsoft Exchange Create Event
  • Zendesk Sell Microsoft Exchange

    Zendesk Sell + Microsoft Exchange

    Create Event to Microsoft Exchange from New Deal in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Deal
     
    Then do this...
    Microsoft Exchange Create Event
  • 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 Exchange in easier way

It's easy to connect Zendesk Sell + Microsoft Exchange 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.

  • Calendar Event Start

    Calendar Event Start

  • New Calendar Event

    New Calendar Event

  • New Contact

    New Contact

  • New Email

    New Email

  • Updated Calendar Event

    Updated Calendar Event

    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 Event

    Create Event

How Zendesk Sell & Microsoft Exchange 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 Exchange 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 Exchange.

    (2 minutes)

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

Integration of Zendesk Sell and Microsoft Exchange

Zendesk Sell

Zendesk Sell is a name for the sales tops in Slack that is accessible from your desktop. It consists of a customizable dashboard, sales and pipeline reports, and some easy-to-use automation tops. You can get to Zendesk Sell from Microsoft Outlook or the Zendesk application.

Microsoft Exchange

Microsoft Exchange is an email server from Microsoft, which basically handles all communications within the business. It provides end users with email and calendar capabilities, and it also helps manage and secure data. The system has a lot of features that help businesses work better together and share information.

Integration of Zendesk Sell and Microsoft Exchange:

The integration between the two systems allows employees to have a 360-degree view of their sales and customer interactions in one place. This means that they will always have access to the latest data and real-time information, no matter what device they are using. The integration also allows users to be able to prepare for sales calls, record sales information, and use analytics to track progress. This creates a workflow for sales team, which reduces the amount of wasted time between employees. In addition, the integration makes it easy for sales leaders to get all of their employees on the same page when it comes to reporting, training, and more. This ensures that all team members are working towards a common goal and can easily communicate with one another.

Benefits of Integration of Zendesk Sell and Microsoft Exchange:

The main benefit of integrating Zendesk Sell and Microsoft Exchange is that the two systems are both very popular within the business world. Integration allows companies to keep their customers happy while giving employees the best tops possible to work with. The integration gives employees real-time access to their sales data, and it creates a central place for sales teams to cplect data, create reports, and cplaborate with one another. The integration system also makes it easier for managers to see what their employees are doing and where they should go next. This makes it easier for them to create goals for each individual employee that aligns with the company’s overall goals.

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The process to integrate Zendesk Sell and Microsoft Exchange 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.