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.
Notion is a collaboration platform that allows teams to communicate, share and collaborate on the same page. It is built for teams of all sizes. Whether you’re a group of five, or a group of thousands, Notion is there to help you collaborate, communicate and share your ideas.Notion Integrations
Zendesk Sell + NotionCreate Database Item to Notion from New Task in Zendesk Sell Read More...
Zendesk Sell + NotionUpdate Database Item in Notion when New Task is created in Zendesk Sell Read More...
Zendesk Sell + NotionCreate Database Item to Notion from New Lead in Zendesk Sell Read More...
Zendesk Sell + NotionUpdate Database Item in Notion when New Lead is created in Zendesk Sell Read More...
Zendesk Sell + NotionCreate Database Item to Notion from New Contact in Zendesk Sell Read More...
It's easy to connect Zendesk Sell + Notion 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.
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 an item in a database.
Updates a database item.
The major reason behind this integration is to make the process of business management simpler and easier. The integrated software will help businesses in better management of the existing clients and increase the revenue from new clients. Zendesk Sell allows customers to manage the existing clients and sell to new clients. Notion helps in managing the entire process of business management.
Zendesk Sell comes with a complete set of tops which allow companies to make better use of their information and technpogy. It has a feature of its own known as Notion. This feature can be used for creating products, services, and ppicies. For example, if you are selling a product, then you can use Notion feature to create the different ppicies such as delivery ppicy, customer support ppicy, etc. The Notion feature also has an option where you can create different types of pricing ppicies, such as customer segmentation, or a price tiering model.
The above mentioned features of Zendesk Sell can be used in conjunction with Notion. You can create the “Sales” tab by selecting the “Sales” option. In the next window, you can add a sales staff by entering his name and email address. In the “Sales” tab, you can create a sales funnel by selecting “Create new sales funnel”. The purpose of creating a sales funnel is to create an automated process of sales. In the “Sales Funnel” section, you can create different steps of your sales funnel by using the drop-down menu. After creation of the sales funnel, it is necessary to connect it with the Notion feature. You have to select the option “Connect your Notion account to your sales funnel”. A pop-up window will appear asking for your Notion credentials. After entering your credentials, you have to click on the “Authorize” button to connect your Notion account with your sales funnel. Now you can see that your account has been connected with Notion so that you can create processes of your sales funnel by using Notion. You can now start adding processes to your sales funnel by clicking on the “Add New Process” option. In addition, you can also add new stages to your sales funnel by clicking on the “add new stage” option from the drop-down menu. After completion of all the stages and processes, you have to save your completed sales funnel. To save your sales funnel, click on the “Save” button at the bottom of your screen.
In conclusion, you can say that Zendesk Sell and Notion have integrated features which can be used for simplifying business management. This integration enables companies to use their technpogy and information in a better manner so that they can run their businesses efficiently.
The process to integrate Zendesk Sell and Notion 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.