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.
Nutshell is a low-cost, simple-to-use CRM that assists small-business sales teams in closing more deals.Nutshell Integrations
Zendesk Sell + NutshellUpdate Lead in Nutshell when New Task is created in Zendesk Sell Read More...
Zendesk Sell + NutshellUpdate Lead in Nutshell when New Lead is created in Zendesk Sell Read More...
It's easy to connect Zendesk Sell + Nutshell 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.
Triggers when a lead is won.
Triggers when new Activity is created.
Triggers when new Company is created.
Triggers when a new Lead is created.
Triggers when new Person 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.
Creates a new Company.
Creates a new Lead.
Creates a new Person.
Updates an existing Lead.
This article will discuss Zendesk Sell and Nutshell, and how they can be integrated to improve customer service and engagement. Zendesk Sell is a platform that helps customer service representatives (CSRs. and sales representatives convert leads into customers without having to switch between multiple programs. It uses an intelligent queue to manage customer interactions and provides a single point of truth for all customer records. The program tracks interactions with customers and automatically places them into appropriate queues. An intelligent routing system automatically routes incoming emails to the correct queue based on the content of the email. It also manages formal chats and text messages.
Nutshell is a brand interaction platform that helps organizations engage customers in a conversational way, understand their needs, and help them find what they want or need. It is a superior alternative to conventional customer service software because it connects customers with real people through a native mobile app, email, chat, and social media channels. With Nutshell, customers can reach out to brands at any time from any location, as long as they have access to an Internet connection.
In order for Zendesk Sell to be integrated with Nutshell, one must start by creating a new Zendesk Meetup account. The process is very simple. You must first sign up for a free trial of Zendesk Meetup, which you can do here. After doing so, you can configure your account by going to “Settings > Integrations” and adding information about your company. When you create a Meetup account, you will automatically receive a unique URL to use as the key for the integration.
Next, you will need to configure your Nutshell account by going to “Settings > Integrations” and entering the URL from your Zendesk Meetup account. You must then enter the email address of one or more Nutshell agents that you want to integrate with Zendesk Meetup and click “Save Changes”. If you wish to include all existing Nutshell agents in the integration, you can check the box next to “Automatically add all agents”. You will now see a tab labeled “Zendesk Meetup” on your Nutshell account dashboard. This tab will allow you to track conversion rates for each agent and see aggregate data about how many leads are created from Nutshell per week. When you click on an agent’s name, you will see how many leads they have sent over to Zendesk Meetup and how many leads they converted into customers. You will also see the number of tickets created and respved over the past seven days for each agent.
The ability to track how well your sales team is converting leads into customers is an extremely useful feature of this integration. However, there are many other benefits as well. For example, the integration will allow you to easily manage customer interactions across multiple programs without having to switch back and forth between each program individually. It will also allow your CSRs and sales representatives to use a single platform for managing their leads and tracking their conversations with customers. In addition, it will allow your CSRs to use Nutshell as a form of front-line support for their customers to quickly respve issues without needing to invpve their sales team. This can help reduce response times for customers who have questions about your product or service.
There are many benefits of integrating Nutshell with Zendesk Meetup, including being able to easily track the performance of your sales team and allowing your CSRs to use Nutshell as a front-line support top for your customers. To learn more about how Zendesk Sell can be integrated with Nutshell, call us today at 1-800-861-0752 or visit our website at https://www.ncoit.com/.
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