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.
Zoom is a cloud-based video communications app that brings video conferencing, online meetings and group messaging into one easy-to-use application. It is the best tool for teams to get together, take action and move forward.Zoom Integrations
Zendesk Sell + ZoomCreate Meeting Registrant to Zoom from New Task in Zendesk Sell Read More...
Zendesk Sell + ZoomCreate Meeting Registration Custom Question to Zoom from New Task in Zendesk Sell Read More...
It's easy to connect Zendesk Sell + Zoom 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 when a new Meeting or Webinar is created.
Triggers when a new Recording is completed for a Meeting or Webinar.
Triggers when a new registrant is added to a Webinar.
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.
Creates a new Zoom Meeting. Note: The meeting options such as join before host, host video, participants video and audio setting would follow the account/user group setting in Zoom web page.
Add a new meeting registrant.
Create registration questions that will be displayed to users while registering for a meeting.
Creates a new webinar registrant.
It is no secret that Zendesk Sell and Zoom are complementary products. They offer different features but, in the end, they share the same goal of helping users convert leads into customers. But, what exactly is Zendesk Sell and why should you use it? What about Zoom? How does it work? How does it integrate with Zendesk Sell? This article will answer all those questions. Enjoy!
You might be wondering, “Zendesk Sell?” It is a product by Zendesk that helps sales teams track and report on their interactions with prospects and leads. The program gives sales reps an opportunity to quickly record notes at any given time during the sales process.
Zendesk Sell provides sales teams with a way to communicate with leads. Sales reps can send emails or leave voice messages for leads while tracking the progress of each lead. It offers features such as lead management, lead assignment, and lead scoring. It also has a built-in call logging system that keeps track of all incoming calls made by sales reps. Sales teams can screen calls, assign them to specific team members, and log them all in one place. If you need more information about this product, we have written a comprehensive guide on Zendesk Sell here.
Now that we have established what Zendesk Sell is, let’s take a look at how it works with Zoom. Using Zoom, sales reps can lead conversations with potential customers via video chats. As mentioned above, Zendesk Sell has a built-in call logging system which means sales reps don’t have to worry about entering information manually into software every time they receive a call from a prospect. They can simply click “accept call” in Zendesk Sell and pick up the call in Zoom.
This allows sales reps to keep an eye on their calls without leaving their desk. Sales reps can move through calls easily and record notes in the app for later reference. Additionally, sales reps can view detailed reports on their activities within the app—allowing them to easily track their progress with each prospect.
In conclusion, this article was about how Zoom integrates with Zendesk Sell. We explained how you can use both these products to increase sales and revenue. You can combine them together to make your business more efficient and productive!
The process to integrate Zendesk Sell and Zoom 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.