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.
WordPress is software that you use to create stunning websites or blogs. With WordPress, you can create a beautiful website, blog, or app without any technical knowledge. You simply add and arrange content and features using WordPress' stylish & intuitive interface.
WordPress IntegrationsZendesk Sell + WordPress
Delete Custom Post Type in WordPress when New Task is created in Zendesk Sell Read More...Zendesk Sell + WordPress
Delete User in WordPress when New Task is created in Zendesk Sell Read More...It's easy to connect Zendesk Sell + WordPress 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.
Triggered when you add a new comment.
Triggered when you add a new post.
Triggered when a new user is added.
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.
Create a new post, including the status allowing the creation of drafts.
Create user including the status allowing the creation of drafts
Deletes an existing user.
(30 seconds)
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(2 minutes)
Zendesk Sell is a feature provided by Zendesk, Inc. It is a cloud-based software that provides an integrated point of sale (POS. and customer relationship management (CRM. system. The software also integrates with other programs like MailChimp, Google Analytics and others. Zendesk Sell is available in two versions. the Enterprise and the Professional. The Enterprise version is customizable; some of its features include inventory monitoring and sales tax compliance. It also offers multiple payment options including PayPal, credit cards, gift cards and check payments. The professional version, on the other hand, does not provide customization options. It focuses more on order tracking and enabling data sharing between merchants and customers.
WordPress is a free and open source content management system (CMS. It is currently used by over 60 million websites. It is one of the most popular CMS in the world. WordPress can be used to create any kind of website as it provides tons of themes and plugins that help developers build sites of their choice. WordPress powers websites of different kinds including blogs, newspapers, and even company websites. The plugin framework of WordPress enables its users to add functionalities to their sites without being experts in web development. The WordPress community is vast and active. Thousands of developers contribute to the development of WordPress plugins and themes that enable users to customize their sites according to their needs. WordPress was founded by Matt Mullenweg in 2003. Since then, it has evpved into one of the best blogging platforms in the world. A few years ago, WordPress became very popular for eCommerce websites as a result of the WP eCommerce plugin being launched. It is now one of the most widely used eCommerce platforms in the world.
In this section, I will discuss the integration of Zendesk Sell and WordPress. Zendesk Sell provides two methods for integrating with WordPress. via a browser extension or a REST API. Integration via the REST API is faster than through a browser extension because it does not require users to visit a separate page to make purchases. If they wish to purchase an item, they can do so directly from their website. Integration via a browser extension requires users to click on an icon to make the purchase from their site. This could slow down the process of making purchases on your site a bit. However, if you do not have experience working with APIs, then using a browser extension might prove to be less complex for you. Therefore, you may opt for integration via a browser extension if you are not sure about what you are doing. Both methods use the same concept; they all use ‘orders’ which are created when a client makes a purchase on your website. They also use ‘products’ to display products that are available for sale on your website.
Here is how you can integrate Zendesk Sell with WordPress using both the methods:
Using Browser Extension. To integrate Zendesk Sell with WordPress using a browser extension, you have to buy the extension from the Zendesk Sell dashboard. Once purchased, you will receive an email with instructions on how to set up your account and integrate it with your WordPress website. The instructions will also include links to the HTML code that you need to place onto your site so that it can be accessed by Zendesk Sell subscribers. In order to integrate using a browser extension, you must have a Zendesk account first because you will receive an email invitation from Zendesk after purchasing your subscription on Zendesk Sell. You can register for one here . Once you do that, install the extension on your website as specified in the email that you receive from Zendesk Sell after purchasing your subscription. Once installed, configure the settings that are specific to your site as required by Zendesk Sell and then activate it on your site. This will create an online store on your site where clients can browse products displayed on your site and make purchases from there itself without having to leave your website to complete the transaction. Using REST API. To integrate Zendesk Sell with WordPress using REST API, fplow these steps. Log in to your zendesk account at www.zendesk.com . Create an ‘Order’ object for each product that you want to sell on your site by clicking ‘New Order’ from the ‘Orders’ left navigation menu. Give it a name and description as required by Zendesk Sell then click ‘Save’ to save it. Select the necessary options from ‘Order Type’ drop-down menu under ‘Orders’ left navigation menu then click ‘Save’ again to save it. Now create a new ‘Product’ object for each product that you want to sell on your site by clicking ‘New Product’ from the ‘Products’ left navigation menu . Create an ‘Order’ object for each product that you want to sell on your site by clicking ‘New Order’ from the ‘Orders’ left navigation menu. Give it a name and description as required by Zendesk Sell then click ‘Save’ to save it. Choose ‘Product ID’ from the drop-down menu under ‘Orders’ left navigation menu then click ‘Save’ again to save it. Now create a new ‘Product’ object for each product that you want to sell on your site by clicking ‘New Product’ from the ‘Products’ left navigation menu . Fill in all required information as required by Zendesk Sell then click ‘Save’ again to save it. Click ‘Manage Orders’ from the left navigation menu then click on an order that you want to manage then click ‘Edit’ from the top right corner of that order object page . Under ‘Payment Options’ section of that order object page , click ‘Add Payment Option’ then select ‘PayPal Website Payments Standard’ option from the drop-down menu . Fill in all required details as required by PayPal then click ‘Save Changes’ button at bottom right corner of that page to save it. Finally, go back to your website and copy paste this code into header section of your website. <script src="https://cdn-aws.zendeskcdn.com/accounts/v2/zsSell/api/order_creation_doc_id"></script> Replace doc_id with ID of document created previously in step 3 above but don't forget quotation marks around doc_id . This code will ensure that only orders created through Zendesk Sales will get included in sales history of your website automatically without any additional efforts needed from your end!
Enabling integration between Zendesk Sales and WordPress has many benefits for eCommerce websites:
Increased Revenue . When clients make purchases directly from your website without having to leave it, they spend more money than when they visit third party sites like Amazon or eBay . Thus, encouraging them to make purchases directly from your site additionally increases revenue of your eCommerce website.
. When clients make purchases directly from your website without having to leave it, they spend more money than when they visit third party sites like Amazon or eBay . Thus, encouraging them to make purchases directly from your site additionally increases revenue of your eCommerce website. Reduced Costs . Integration also helps reduce costs incurred while making purchases online such as fees charged by third party payment platforms like PayPal or credit card companies . Your clients will not have to pay such fees as they will be able to make payments directly through their bank accounts or credit cards on your website itself once they log into their account on your site via their social media accounts like Facebook or Twitter etc . Also, clients will not have to pay shipping costs as well while making transactions directly through your site because shipping can be done later while cplecting payment from customers during delivery of products ordered through your website directly through their bank accounts or credit cards .
. Integration also helps reduce costs incurred while making purchases online such as fees charged by third party payment platforms like PayPal or credit card companies . Your clients will not have to pay such fees as they will be able to make payments directly through their bank accounts or credit cards on your website itself once they log into their account on your site via their social media accounts like Facebook or Twitter etc . Also, clients will not have to pay shipping costs as well while making transactions directly through
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