Zendesk Sell + Zoho People Integrations
Appy Pie Connect allows you to automate multiple workflows between Zendesk Sell and Zoho People
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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 Zoho People
Zoho People is a cloud-based HR solution powered by the Web to make your HR functions easier. It is specifically designed for organizations of all sizes.
Zoho People IntegrationsLooking for the Zoho People Alternatives? Here is the list of top Zoho People Alternatives
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Breezy HR
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People HR
Best ways to Integrate Zendesk Sell + Zoho People
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Zoho People + Zendesk Sell
Create Note to Zendesk Sell from New Record in Zoho People Read More...When this happens...
New Record
Then do this...
Create Note
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Zoho People + Zendesk Sell
Create Product in catalog to Zendesk Sell from New Record in Zoho People Read More...When this happens...
New Record
Then do this...
Create Product in catalog
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Zoho People + Zendesk Sell
Create task to Zendesk Sell from New Record in Zoho People Read More...When this happens...
New Record
Then do this...
Create task
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Zoho People + Zendesk Sell
Update Company in Zendesk Sell when New Record is created in Zoho People Read More...When this happens...
New Record
Then do this...
Update Company
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Zoho People + Zendesk Sell
Create Lead to Zendesk Sell from New Record in Zoho People Read More...When this happens...
New Record
Then do this...
Create Lead
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Zendesk Sell + Zoho People 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 Record
Triggers every time a record is added in a specific form.
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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.
How Zendesk Sell & Zoho People 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 Zoho People 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 Zoho People.
(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 Zoho People
Zendesk Sell is a SaaS spution for sales representatives. It allows agents to create, manage and close sales through the cloud. Zendesk Sell provides features such as lead management, contact management, opportunity management, reporting, integration, and more.
Zoho People is a SaaS spution for HR management. It allows employees to create and manage their own profiles, schedule shifts, and receive and submit timesheets. Zoho People comes with features such as employee directory, time tracking and scheduling, applicant tracking, employee self-service, and more.
Integration of Zendesk Sell and Zoho People
Zendesk Sell allows users to directly import data from Zoho People into the CRM. Users can also integrate their CRM with the Zoho People dashboard. This provides lead data and contact data for leads in the CRM. In addition to this, customers can sync opportunities from the CRM to Zoho People. The integration between Zendesk Sell and Zoho People makes it easy for leads to be tracked throughout their lifecycle; from opportunity, to sales conversion, to revenue.
Benefits of Integration of Zendesk Sell and Zoho People
By integrating both business sputions one can benefit from the fplowing features:
All the data from Zoho People will be available in Zendesk Sell, which will help to make business decisions.
The integration will allow users to quickly access all relevant information while making a decision on whether or not to convert a lead.
Incoming leads are automatically added to the CRM and are immediately available for sales reps to fplow up on. The lead assignment feature allows users to easily see what actions have been taken on each lead. The integration helps sales reps to get out of their inbox and focus on closing deals.
The process to integrate Zendesk Sell and Zoho People 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.
