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Zendesk Sell + WHMCS Integrations

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

  • 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 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 Integrations

Best ways to Integrate Zendesk Sell + WHMCS

  • Zendesk Sell WHMCS

    Zendesk Sell + WHMCS

    Create Client to whmcs from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    WHMCS Create Client
  • Zendesk Sell WHMCS

    Zendesk Sell + WHMCS

    Create Invoice to whmcs from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    WHMCS Create Invoice
  • Zendesk Sell WHMCS

    Zendesk Sell + WHMCS

    Create Ticket to whmcs from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    WHMCS Create Ticket
  • Zendesk Sell WHMCS

    Zendesk Sell + WHMCS

    Create Client to whmcs from New Lead in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Lead
     
    Then do this...
    WHMCS Create Client
  • Zendesk Sell WHMCS

    Zendesk Sell + WHMCS

    Create Invoice to whmcs from New Lead in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Lead
     
    Then do this...
    WHMCS Create Invoice
  • 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 + WHMCS in easier way

It's easy to connect Zendesk Sell + WHMCS 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 Client

    Triggers whenever a new client occur.

  • New Invoice

    Trigger when new invoice created.

  • New Order

    Triggers whenever a new order created.

  • New Ticket

    Triggers whenever a new ticket is created.

    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.

  • Create Client

    Creates a new client.

  • Create Invoice

    Creates a new invoice.

  • Create Ticket

    Creates a new ticket in WHMCS.

  • Create Update Client

    Creates a new client or updates an existing one.

How Zendesk Sell & WHMCS 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 WHMCS 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 WHMCS.

    (2 minutes)

  6. 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.