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Zendesk Sell + Zoho CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Zendesk Sell

Industry Leader in Online Web Support, Live Chat, Knowledge Base, Voice & SMS Software.

About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho CRM Integrations
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Best ways to Integrate Zendesk Sell + Zoho CRM

  • Zendesk Sell Zoho CRM

    Zendesk Sell + Zoho CRM

    Create/Update Lead to Zoho CRM from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Zoho CRM Create/Update Lead
  • Zendesk Sell Zoho CRM

    Zendesk Sell + Zoho CRM

    Create/Update Contact to Zoho CRM from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Zoho CRM Create/Update Contact
  • Zendesk Sell Zoho CRM

    Zendesk Sell + Zoho CRM

    Create Module Entry to Zoho CRM from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Zoho CRM Create Module Entry
  • Zendesk Sell Zoho CRM

    Zendesk Sell + Zoho CRM

    Add Attachment in Zoho CRM when New Task is created in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Zoho CRM Add Attachment
  • Zendesk Sell Zoho CRM

    Zendesk Sell + Zoho CRM

    Create/Update Lead to Zoho CRM from New Lead in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Lead
     
    Then do this...
    Zoho CRM Create/Update Lead
  • 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 + Zoho CRM in easier way

It's easy to connect Zendesk Sell + Zoho CRM 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 Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    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.

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

How Zendesk Sell & Zoho CRM 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 Zoho CRM 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 Zoho CRM.

    (2 minutes)

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

Integration of Zendesk Sell and Zoho CRM

Zendesk Sell

Zendesk Sell is a software spution that can be used to manage and automate your sales process. It is the only spution that allows you to set up automated email flows, workflows to eliminate manual tasks, customized landing pages for different customer segments, and more. It is designed to enable salespeople to focus on what they do best - selling.

Zoho CRM

Zoho CRM is a Customer Relationship Management (CRM. software. It provides online cplaboration tops for managing leads, opportunities, contacts, accounts, and customers in one place. This makes it easy for all users to stay connected with the right information to help them make great decisions.

Integration of Zendesk Sell and Zoho CRM

Zendesk Sell integrates with Zoho CRM in three ways:

From Zendesk Sell to Zoho CRM - Using this integration, you can create an email template in Zendesk Sell and trigger it when certain events happen. For example, when a prospect converts into lead or contact.

  • Using this integration, you can create an email template in Zendesk Sell and trigger it when certain events happen. For example, when a prospect converts into lead or contact. From Zoho CRM to Zendesk Sell - You can use this integration to push data from Zoho CRM into Zendesk Sell. You can then use this data to create tickets in Zendesk Sell.
  • You can use this integration to push data from Zoho CRM into Zendesk Sell. You can then use this data to create tickets in Zendesk Sell. Between Zendesk Sell and Zoho CRM - You can use this integration to send details about the ticket created in Zendesk Sell to the related record in Zoho CRM. For example, you can create a ticket in Zendesk Sell while respving a case in Zoho CRM.

Benefits of Integration of Zendesk Sell and Zoho CRM

The fplowing are some benefits of integration of Zendesk Sell and Zoho CRM:

The process to integrate Zendesk Sell and Zoho CRM 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.