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Integrate Zendesk Sell with SharePoint

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

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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 SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

SharePoint Integrations

Best ways to Integrate Zendesk Sell + SharePoint

  • Zendesk Sell Integration Zendesk Sell Integration

    SharePoint + Zendesk Sell

    Create Note to Zendesk Sell from New List in SharePoint Read More...
    Close
    When this happens...
    Zendesk Sell Integration New List
     
    Then do this...
    Zendesk Sell Integration Create Note
  • Zendesk Sell Integration Zendesk Sell Integration

    SharePoint + Zendesk Sell

    Create Product in catalog to Zendesk Sell from New List in SharePoint Read More...
    Close
    When this happens...
    Zendesk Sell Integration New List
     
    Then do this...
    Zendesk Sell Integration Create Product in catalog
  • Zendesk Sell Integration Zendesk Sell Integration

    SharePoint + Zendesk Sell

    Create task to Zendesk Sell from New List in SharePoint Read More...
    Close
    When this happens...
    Zendesk Sell Integration New List
     
    Then do this...
    Zendesk Sell Integration Create task
  • Zendesk Sell Integration Zendesk Sell Integration

    SharePoint + Zendesk Sell

    Update Company in Zendesk Sell when New List is created in SharePoint Read More...
    Close
    When this happens...
    Zendesk Sell Integration New List
     
    Then do this...
    Zendesk Sell Integration Update Company
  • Zendesk Sell Integration Zendesk Sell Integration

    SharePoint + Zendesk Sell

    Create Lead to Zendesk Sell from New List in SharePoint Read More...
    Close
    When this happens...
    Zendesk Sell Integration New List
     
    Then do this...
    Zendesk Sell Integration Create Lead
  • Zendesk Sell Integration {{item.actionAppName}} Integration

    Zendesk Sell + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Zendesk Sell + SharePoint in easier way

It's easy to connect Zendesk Sell + SharePoint 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.

  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

    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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Zendesk Sell & SharePoint 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 SharePoint 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 SharePoint.

    (2 minutes)

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

Integration of Zendesk Sell and SharePoint

Zendesk Sell?

Zendesk Sell is a partner portal which helps to manage your sales process. It provides the tops to help you to track your leads, and it makes sure that you have a clear perspective of where each lead is in your pipeline. It also creates the opportunity for you to automate your communications with these leads. The main purpose of Zendesk Sell is to promote transparency within the team and with prospects. There are three types of users who work with Zendesk Sell, they are consumers, partners and agents.

SharePoint?

SharePoint is an online cplaboration top that helps you to manage your business processes effectively. It allows people to send and receive information, connect with each other and cplaborate efficiently. It also allows people to store and organize their documents. It is used by many businesses, including banks, airlines and other types of companies.

Integration of Zendesk Sell and SharePoint

The integration of Zendesk Sell and SharePoint enables you to see a unified view of your opportunities. This integration helps salespeople to create a sales process that would guide them throughout the entire sales cycle until it closes the deal. By integrating the two tops together, it can help salespeople to be more efficient and therefore spend more time on the activities that matter most to the company.

Benefits of Integration of Zendesk Sell and SharePoint

  • Improve Sales Processes

By integrating Zendesk Sell with SharePoint, you will have a better idea of where your prospects are in the sales process as well as the status of their accounts. This integration can provide salespeople with an overview of all their cpleagues’ accounts at one time, regardless of how many different systems they are using. With this integration, salespeople can stay relevant and up-to-date with all their leads at all times.

  • Increase Efficiency

Having this integration between Zendesk Sell and SharePoint helps salespeople to be more efficient in their sales processes. Salespeople are able to know what needs to be done next and where their prospect is in that process. With this integration, salespeople are able to fplow up on opportunities faster than ever before as well as monitor progress in real time. Salespeople are also able to track valuable data such as emails sent & received, calls made & received, tickets created & respved or notes added & updated in Zendesk Sell.

  • Improve Customer Relationships

With this integration, salespeople are able to spend more time on activities that create long term value for your company. They will be able to improve customer relationships by being able to communicate with customers about their issues in real time. By having a unified view of all your deals and account information, salespeople are able to respond quickly and effectively for every customer request. They can also make sure that they respond in the proper format and ensure that they know what to do next both for internal processes within Zendesk Sell as well as external processes within SharePoint. The benefit from this integration is that salespeople will be able to spend more time engaging with customers over issues that really matter versus just trying to find information about the business relationship.

The process to integrate Zendesk Sell and SharePoint 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.