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.
Nozbe is a powerful, cross-platform app that helps in your time and project management.nozbe Integrations
It's easy to connect Zendesk Sell + nozbe 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.
Triggered when a new category is added
Triggered when a new project is created
Triggered when a new task is created
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.
Create new project
To create a new task into a project.
In this article I will talk about the integration of Zendesk Sell and nozbe. Nozbe is a free project management top and Zendesk Sell is a sales support software. In this article I will compare and contrast the two tops and explain how they are connected and how they can be used together for a greater purpose.
Before I can go into detail, I need to describe what Zendesk Sell is. Zendesk Sell is an add-on to Zendesk Support, a customer service software developed by Zendesk. It is used by sales teams to improve their effectiveness in sales cycle. By using Zendesk Sell you increase your sales team productivity and decrease your time per deal. The main functionality of Zendesk Sell is to assist sales team members with their daily tasks on the sales funnel. It gives sales managers a clear insight in what their team is doing, who is responsible for which activity and what the progress of each deal is.
Now that we know what Zendesk Sell is, we can go on with the discussion of its integration with Nozbe. Nozbe is a free project management top that you can use as your central hub for all your projects. It also has social features that allow you to interact with your co-workers and share information.
Integration between Zendesk Sell and Nozbe allows you to connect the two systems in order to create a workflow that works for you. As a company you can assign tasks, track deals and monitor your progress. This allows you to focus on closing deals instead of doing paperwork. You can also receive updates about new opportunities.
Nozbe has a Chrome plugin that allows you to synchronize your Nozbe tasks and projects with Zendesk Sell. With this integration it’s much easier to find out which tasks should be done next in terms of sales cycle and time tracking is also much easier because you can assign hours spent on a certain task directly from Zendesk Sell to Nozbe. Also, if you want someone else to do some work, it’s easy to assign them a task on either system.
The last benefit of integration is that you can easily get important information about your contacts directly from Nozbe into Zendesk Sell, such as social media profiles or business website. Nozbe also offers many other integrations such as Google Calendar, Slack, Trello or Dropbox. It’s up to you how you want to integrate the systems but the common thing between them is that they make your life easier and your work more efficient.
Nozbe and Zendesk Sell are great tops both alone but when combined with each other they become an excellent spution for your company because they have many different ways of integration and provide lots of functionality.
I hope you found this article useful and would like to leave comments below!
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