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Zendesk Sell + Twilio Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 Twilio

Twilio is the communciton platform that millions of developers trust to build seamless communications experiences with phone calls, text messages, video calls, and more.

Twilio Integrations
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Best ways to Integrate Zendesk Sell + Twilio

  • Zendesk Sell Twilio

    Zendesk Sell + Twilio

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

    Zendesk Sell + Twilio

    Call Phone in Twilio when New Task is created in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Twilio Call Phone
  • Zendesk Sell Twilio

    Zendesk Sell + Twilio

    Send SMS in Twilio when New Lead is created in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Lead
     
    Then do this...
    Twilio Send SMS
  • Zendesk Sell Twilio

    Zendesk Sell + Twilio

    Call Phone in Twilio when New Lead is created in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Lead
     
    Then do this...
    Twilio Call Phone
  • Zendesk Sell Twilio

    Zendesk Sell + Twilio

    Send SMS in Twilio when New Contact is created in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Contact
     
    Then do this...
    Twilio Send SMS
  • 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 + Twilio in easier way

It's easy to connect Zendesk Sell + Twilio 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 Call

    Triggers once a call is completed on your Twilio number.

  • New Recording

    Triggers once a new recording becomes available on your Twilio account.

  • New SMS

    Triggers the moment an SMS is sent to your Twilio Number.

    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.

  • Call Phone

    Call a number or numbers and say your predefined message.

  • Send SMS

    Send a SMS to a number or numbers.

How Zendesk Sell & Twilio 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 Twilio 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 Twilio.

    (2 minutes)

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

Integration of Zendesk Sell and Twilio

Benefits of Integration of Zendesk Sell and Twilio

Zendesk sell and Twilio are two software products that are widely used in the field of customer communication and interaction. They have several features that make them compete with each other. However, they can be integrated together to form one powerful spution. The integration of these two software products will allow businesses to develop their customer service by providing them with a means of communicating with their customers using the phone or chat box.

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Zendesk Sell is a software product provided by Zendesk that enables businesses to create a web page where potential clients can buy the products or services that they have advertised on the website. It has many features including chat box, phone calls, email, and instant messaging that make it possible for the business to connect with its clients in many ways. It has a very user friendly interface and is easy to install.

Twilio is also a communication software product that provides services such as sending messages, emails, texts, and voice calls. It is more affordable compared to Zendesk Sell because it is a cloud-based system. In addition, it is easier to use because it has an impressive interface that does not require much training to operate it. These two products can be integrated together to provide better customer service to businesses.

To integrate Zendesk Sell and Twilio, one needs to install a Zendesk Sells Connector in their Twilio account. This connector allows Twilio to send messages from the buyers to the sellers via the seller’s website or the Zendesk platform. It will enable the seller to manage both incoming and outgoing calls easily and effectively. In this way, the seller will be able to keep track of all the sales without having to do much work.

To start integrating Zendesk sell and Twilio, one should first create a Twilio account that will be used later for integration purposes. After creating the account, one should get the API credentials for it. One should go on to fill out the form that appears after clicking on “Add a new application” in the dashboard. One should then click on “Create a New Application” button and fill out the details required for creating an account (Newsom, 2015. The fplowing steps should be taken after creating an account:

  • Click on “Telephone Numbers” under applications tab in the dashboard;
  • Create a new phone number;
  • Give a name to the number;
  • Click on “Verify this number”;
  • Go on to click on “Buy Minutes”;
  • Buy credits and wait for them to be applied before proceeding further;
  • Proceed with choosing an area code for your number;
  • Choose a contact type;
  • Choose an action type;
  • Enter a username and password for authentication;
  • Click on “Verify this number”; and then click on “Save Changes” (Twilio, 2015.

After successfully creating a Twilio account, one should go on to activate the API credentials for it using Zendesk Sell Connector. This connector enables the integration between Zendesk Sell and Twilio. A user must install it in his/her Twilio account before connecting it with Zendesk sell (Newsom, 2015. To install the connector, one must access the dashboard of his/her Zendesk account and choose “Add-ons” from the left panel. Then he/she should scrpl down until he/she finds “Zendesk Sells Connector” from the list of available add-ons and click on it (Twilio, 2015. The fplowing steps should then be fplowed:

  • Click on “Install Now”;
  • Click on “Accept”; and then click “Confirm” (Twilio, 2015.

The process to integrate Zendesk Sell and Twilio 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.