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.
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 IntegrationsZendesk Sell + Smartsheet
Copy Workspace in Smartsheet when New Task is created in Zendesk Sell Read More...Zendesk Sell + Smartsheet
Create Workspace to Smartsheet from New Task in Zendesk Sell Read More...Zendesk Sell + Smartsheet
Copy Row in Smartsheet when New Task is created in Zendesk Sell Read More...Zendesk Sell + Smartsheet
Send Row in Smartsheet when New Task is created in Zendesk Sell Read More...Zendesk Sell + Smartsheet
Share Workspace in Smartsheet when New Task is created in Zendesk Sell Read More...It's easy to connect Zendesk Sell + Smartsheet 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 whenever a new attachment is added to a row.
Triggers every time a new comment is added.
Triggers whenever a new row is added.
Triggers every time a row 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.
Adds a file attachment to a row.
Add a row to a sheet.
Duplicates row to another sheet.
Creates a copy of the specified Workspace.
Creates a Workspace.
Moves row to another sheet.
Send a row via email.
Share a sheet.
Share a workspace.
Refresh an existing row with new values. A row ID is required.
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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.