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.
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 IntegrationsZoho People + Zendesk Sell
Create Note to Zendesk Sell from New Record in Zoho People Read More...Zoho People + Zendesk Sell
Create Product in catalog to Zendesk Sell from New Record in Zoho People Read More...Zoho People + Zendesk Sell
Create task to Zendesk Sell from New Record in Zoho People Read More...Zoho People + Zendesk Sell
Update Company in Zendesk Sell when New Record is created in Zoho People Read More...Zoho People + Zendesk Sell
Create Lead to Zendesk Sell from New Record in Zoho People Read More...It's easy to connect Zendesk Sell + Zoho People 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.
Triggers every time a record is added in a specific form.
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.
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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.
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.
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.