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Zendesk Sell + Smartsheet Integrations

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

  • No code
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  • Lightning Fast Setup
Zendesk Sell Integrations
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 Smartsheet

Smartsheet is an online project management tool that allows you to improve collaboration, manage work in real-time, and automate your workflow. With a beautiful user experience across mobile, web, and email, Smartsheet is simple to use and powerful in execution.

Smartsheet Integrations
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  • Google Sheets Google Sheets

Best ways to Integrate Zendesk Sell + Smartsheet

  • Zendesk Sell Smartsheet

    Zendesk Sell + Smartsheet

    Copy Workspace in Smartsheet when New Task is created in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Smartsheet Copy Workspace
  • Zendesk Sell Smartsheet

    Zendesk Sell + Smartsheet

    Create Workspace to Smartsheet from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Smartsheet Create Workspace
  • Zendesk Sell Smartsheet

    Zendesk Sell + Smartsheet

    Copy Row in Smartsheet when New Task is created in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Smartsheet Copy Row
  • Zendesk Sell Smartsheet

    Zendesk Sell + Smartsheet

    Send Row in Smartsheet when New Task is created in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Smartsheet Send Row
  • Zendesk Sell Smartsheet

    Zendesk Sell + Smartsheet

    Share Workspace in Smartsheet when New Task is created in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Smartsheet Share Workspace
  • 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 + Smartsheet in easier way

It's easy to connect Zendesk Sell + Smartsheet 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 Attachment

    Triggers whenever a new attachment is added to a row.

  • New Comment

    Triggers every time a new comment is added.

  • New Row

    Triggers whenever a new row is added.

  • Updated Row

    Triggers every time a row is updated.

    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.

  • Add Attachment to Row

    Adds a file attachment to a row.

  • Add Row to Sheet

    Add a row to a sheet.

  • Copy Row

    Duplicates row to another sheet.

  • Copy Workspace

    Creates a copy of the specified Workspace.

  • Create Workspace

    Creates a Workspace.

  • Move Row

    Moves row to another sheet.

  • Send Row

    Send a row via email.

  • Share Sheet

    Share a sheet.

  • Share Workspace

    Share a workspace.

  • Update Row

    Refresh an existing row with new values. A row ID is required.

Show All

How Zendesk Sell & Smartsheet 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 Smartsheet 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 Smartsheet.

    (2 minutes)

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

Integration of Zendesk Sell and Smartsheet

This paper will discuss the integration of Zendesk Sell with Smartsheet. It is important to know the reason why it was integrated and the benefits that come from this integration. A business decision maker is likely to use this information when making a decision on whether or not their organization should integrate Zendesk Sell with Smartsheet.

Zendesk Sell is a service that provides sellers with a single interface to manage all of their sales processes and integrate them accordingly with other services in their ecosystem.

Zendesk Sell is currently being used by a number of enterprise companies such as Wix, SaleMove, HourlyNerd, and Desk.com. The service can be used for free or alternatively, a monthly fee can be paid to make use of the premium features offered by Zendesk.

On the other hand, Smartsheet is a cloud-based platform that gives its users access to tops that are essential for project management. One of the many tops provided by Smartsheet is Task Center. This is where team members can cplaborate on tasks, view progress, and coordinate actions. Task Center is an excellent program for managing sales activities as it can help with tracking and managing leads, sending reminders to prospects, and updating sales pipelines that show the stages of each deal.

Zendesk Sell integrates with Smartsheet via webhooks. Webhooks are basically events that are triggered by specific actions from a third party application. In this case, whenever a lead record is created in Zendesk Sell, a notification is sent to a webhook URL hosted by Smartsheet. This notification contains all the information of the created lead record. Once the data has reached Smartsheet, it will be stored in the Task Center and made available for other users to view and use. Users can then initiate action items such as sending custom emails to those who’ve been assigned to them or creating new tasks for other team members.

The integration of Zendesk Sell with Smartsheet allows leads to be tracked on two different platforms while still having access to everything they need in order to close deals. Sales teams are now able to get a clear picture of where leads stand and what action steps need to be taken before closing deals. Also, Zendesk Sell users don’t have to worry about being overwhelmed with task management since there is one place where all tasks are tracked and managed.

The process to integrate Zendesk Sell and Smartsheet 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.

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