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Zendesk Sell + Zoom Integrations

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

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About Zendesk Sell

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 Zoom

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
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Best ways to Integrate Zendesk Sell + Zoom

  • Zendesk Sell Zoom

    Zendesk Sell + Zoom

    Create Meeting to Zoom from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Zoom Create Meeting
  • Zendesk Sell Zoom

    Zendesk Sell + Zoom

    Create Registrant to Zoom from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Zoom Create Registrant
  • Zendesk Sell Zoom

    Zendesk Sell + Zoom

    Create Meeting Registrant to Zoom from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Zoom Create Meeting Registrant
  • Zendesk Sell Zoom

    Zendesk Sell + Zoom

    Create Meeting Registration Custom Question to Zoom from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Zoom Create Meeting Registration Custom Question
  • Zendesk Sell Zoom

    Zendesk Sell + Zoom

    Create Meeting to Zoom from New Lead in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Lead
     
    Then do this...
    Zoom Create Meeting
  • 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 + Zoom in easier way

It's easy to connect Zendesk Sell + Zoom 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 Meeting

    Triggers when a new Meeting or Webinar is created.

  • New Recording

    Triggers when a new Recording is completed for a Meeting or Webinar.

  • New Registrant

    Triggers when a new registrant is added to a Webinar.

    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.

  • Create Meeting

    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.

  • Create Meeting Registrant

    Add a new meeting registrant.

  • Create Meeting Registration Custom Question

    Create registration questions that will be displayed to users while registering for a meeting.

  • Create Registrant

    Creates a new webinar registrant.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Zendesk Sell & Zoom 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 Zoom 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 Zoom.

    (2 minutes)

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

Integration of Zendesk Sell and Zoom

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.