Zendesk Sell + WHMCS Integrations
Appy Pie Connect allows you to automate multiple workflows between Zendesk Sell and WHMCS
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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 WHMCS
WHMCS is the leading web hosting management and billing software that automates all aspects of your business from billing, provisioning, domain reselling, and more. It helps business
WHMCS IntegrationsBest ways to Integrate Zendesk Sell + WHMCS
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When this happens...
New Task
Then do this...
Create Client
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When this happens...
New Task
Then do this...
Create Invoice
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When this happens...
New Task
Then do this...
Create Ticket
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When this happens...
New Lead
Then do this...
Create Client
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When this happens...
New Lead
Then do this...
Create Invoice
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Zendesk Sell + WHMCS without coding knowledge. Start creating your own business flow.
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Deal Enters A New Stage
Triggers when a deal enters a new stage.
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New Contact
Triggers when a new contact is created.
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New Deal
Triggers when a new deal is created.
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New Lead
Triggers when new lead is created.
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New Note
Triggers when a new note is created.
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New Product In Catalog
Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.
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New Task
Triggers when a new task is created.
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Updated Contact
Triggers when an existing contact is updated.
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Updated Lead
Triggers when an existing lead is updated.
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Updated deal
Triggers when an existing deal is updated.
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New Client
Triggers whenever a new client occur.
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New Invoice
Trigger when new invoice created.
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New Order
Triggers whenever a new order created.
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New Ticket
Triggers whenever a new ticket is created.
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Create Company
Creates a company.
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Create Deal
Creates a new deal.
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Create Lead
creates a new lead.
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Create Note
Creates a note
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Create Person
Creates a person
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Create Product in catalog
Creates a product in a catalog
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Create task
Creates a task
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Update Company
Updates an existing company.
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Update Deal
Updates an existing deal.
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Update Lead
Updates a lead.
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Update Person
Updates an existing person.
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Create Client
Creates a new client.
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Create Invoice
Creates a new invoice.
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Create Ticket
Creates a new ticket in WHMCS.
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Create Update Client
Creates a new client or updates an existing one.
How Zendesk Sell & WHMCS Integrations Work
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Step 1: Choose Zendesk Sell as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick WHMCS as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Zendesk Sell to WHMCS.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Zendesk Sell and WHMCS
Zendesk Sell is a new product that was launched in November 2017 and it integrates with WHMCS, a leading billing spution for hosting service providers. The integration of the two products provides new functionalities such as:
The ability to send purchase orders to customers;
The ability to receive payments directly from the customers;
The ability to offer recurring billing;
The ability to generate invoices and send them to customers;
Integration of Zendesk Sell and WHMCS also allows customers to change passwords and access their accounts through Zendesk. Additionally, we’ll discuss how easy it is to setup and use Zendesk Sell and WHMCS together.
Integration of Zendesk Sell and WHMCS
To integrate Zendesk Sell with WHMCS, you have to go to “Settings > Integrations”, select “Zendesk Sell” from the left menu and click on “Connect”. This process is similar in both WHMCS versions. After that, you have to provide your Zendesk Sell token and an API key for WHMCS. If you don’t have a token for Zendesk Sell, you can create one in the same section by clicking on “Create Token”. In this section, you can also find a link how to get your API key for WHMCS.
After providing the token and the API key, you have to click on “Connect”. Now, when you make a sale in WHMCS, an invoice will appear in your Zendesk account. After that, you can start sending purchase orders to your customers by going to “Orders > New Purchase Order”. In the next step, you have to provide information about what you want to sell and where you want to send it. It is worth mentioning that if buyers want to pay via other methods than Stripe or PayPal, they will be redirected to the payment page after making a payment in Zendesk. However, if they choose Stripe or PayPal as their payment method, they will stay on the payment page located in Zendesk after making the payment. Additionally, if they choose Stripe or PayPal as their payment method, they will be redirected to the payment page located in WHMCS after making the payment instead of staying on the payment page located in Zendesk.
Benefits of Integration of Zendesk Sell and WHMCS
Integration of Zendesk Sell and WHMCS provides several benefits for both buyers and sellers. Buyers can pay directly through Zendesk without leaving the website. Sellers can save time by not having to complete paper work related to sales. Moreover, integration of the two products enables sellers to create contracts automatically based on sales orders made by their customers which makes business flow easier. Last but not least, you save money because you don’t need to use another software for sales order management anymore. With this software, you save time because you don’t have to fill out forms manually anymore. Additionally, you save money because you don’t have to use another software for invoicing anymore. With this software, you save time because you don’t have to print invoices manually anymore. Furthermore, with this software, you save money because you don’t need to hire workers for invoice processing anymore. With this software, you save time because you don’t have to spend time looking for information about your invoices anymore. Last but not least, with this software, you save money because you don’t have to spend money on another software for selling online anymore. All these benefits are provided by integration of Zendesk Sell and WHMCS together.
The process to integrate Zendesk Sell and WHMCS 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.
