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.
Square is the free point-of-sale app that lets you sell anywhere and any way your customers want to buy. You can run your business more safely with contactless and remote payments through the Point of Sale app.Square Integrations
Zendesk Sell + SquareCreate Customer to SquareUp from New Contact in Zendesk Sell Read More...
It's easy to connect Zendesk Sell + Square 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 new appointment is created.
Triggers when a new customeer occurred.
Triggers when a new order is created.
Triggers when a invoice is paid is created
Triggers when a new transaction is processed.
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 customer.
Creates an order.
Creates or updates the target CatalogObject
Zendesk Sell is an add-on to Zendesk’s customer support software. It is a sales and marketing engagement top which enables businesses to enhance and personalize their messaging and communications with their customers.
Square is a payment processing service that allows small to medium sized businesses to accept credit card and debit card payments, as well as cash payments. It also provides a card reader for mobile devices for merchants to accept credit cards.
Integration of Zendesk Sell and Square can allow businesses to cplect more information about their customers, including not only their demographic data, but also their purchase behavior. Businesses can then utilize this information when they engage with their customers on the platform in order to improve their business.
As part of the integration between these two platforms, you can use this information to target your customers, i.e., identify an individual who has purchased a particular product or service, and then send them marketing messages that are tailored to that individual. For example, if someone has bought sports equipment from you, you could then send them marketing messages related to sports equipment.
In conclusion, integration of Zendesk Sell and Square can help businesses to better understand their customers and engage with them through tailored messages on both these platforms. This integration can also help businesses to improve their CRM strategies.
The process to integrate Zendesk Sell and Square 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.