Sell offers a number of integrations and apps to help connect multiple platforms together and manage your data. This article lists the current integrations (available from Settings > Integrations > Integrations or via Settings > Integrations > Apps), as well as links for more information on how to set up each integration or app.
You can find a list of all the Sell Apps at the Zendesk Marketplace, but we've also included some popular apps here. For information on account requirements and types of apps available, see Working with Zendesk Marketplace apps in Sell.
If you can't find the integration or app that you need, take a look at Zapier integrations where you can access thousands of additional apps.
This article covers the following topics:
Zendesk Support
Connecting to Zendesk Support allows you and your team to see the complete picture when it comes to your customers in Sell. You'll be able to see the history of Support correspondence from your contacts when you click on them, and currently open tickets are highlighted to give you the most relevant information helping to increase the odds of closing and renewing your deals.
Zendesk Chat
If you work with both Zendesk Sell and Zendesk Chat, you can configure the Sell-Chat integration to access your Chats in Sell, and to see Sell data from your Chat interface. You'll also be able to see Chat history for your contacts, leads, and deals in the Sell Activity Feed, and create new Sell leads from a Chat conversation.
MailChimp
MailChimp allows you to subscribe contacts from your Sell contact list to one of your MailChimp mailing lists. This enables you to set up automated email campaigns for your Sell contacts.
To use MailChimp in Sell, go to the Zendesk marketplace and install the MailChimp for Sell app from the Zendesk App Marketplace.
PandaDoc
PandaDoc for Sell simplifies the process of creating professional documents. Create proposals, quotes, contracts, and invoices from Zendesk Sell, and collect legally binding electronic signatures for faster paperless transactions. Client data saved in Zendesk Sell will populate in new documents automatically.
To connect to PandaDoc, use the PandaDoc app in the Zendesk App Marketplace.
HubSpot
Connecting Zendesk Sell with HubSpot allows sales and marketing teams to work together to identify the best leads and ensure that everyone is getting the information they need, and to keep your HubSpot leads synchronized.
You can use HubSpot with Sell by using the HubSpot app in the Zendesk App Marketplace (see Benefits of connecting HubSpot with Sell).
Dropbox
Integrate Sell with your Dropbox account to enable you to upload files (.doc, .pdf, .jpg, etc.) and connect them with a deal in Sell.
You can install Dropbox in Sell either using the Dropbox app in the Zendesk App Marketplace, or natively through Sell Settings > Integrations.
The Google integration can sync your Google contacts and tasks with Sell.
When you connect your Sell account with your Google Contacts, Sell automatically pulls in your Google contacts.
When you connect your Sell account with your Google Tasks, Sell automatically creates a Zendesk Sell calendar in your Google account and pushes all your tasks for deals and contacts.
You can install Google in Sell from the Google app in the Zendesk App Marketplace, or through Sell Settings > Integrations.
Google Drive
Use the Google Drive app to store your Google Drive files with deals. You're able to create folders for specific deals and store a relevant file with the deal.
To use Google Drive in Sell, go to the Zendesk marketplace and install the Google Drive for Sell app in the Zendesk App Marketplace.
Microsoft 365
Integrate Sell with Microsoft 365 for automatic, two-way syncing of your contacts.
You can install Microsoft 365 from the Microsoft 365 for Sell app in the Zendesk App Marketplace, or through Sell Settings > Integrations.
Xero
Xero is accounting software for creating invoices. You can use Zapier to trigger Sell with Xero actions, such as automatically creating an invoice from a won deal in Sell. When using Zapier to activate your connection with Xero and Sell, your Xero contacts are imported into your Sell account. You need admin rights to set up the Xero integration in Sell. For more information about using Xero with Sell, see Creating deal invoices by connecting Xero to Sell with Zapier.
You can install Xero through the Zapier Xero + Zendesk Sell Integrations page and via the Sell sidebar by clicking the Settings icon (
), then selecting Integrations > Apps.
Harvest
After you have won a deal, you can automatically create a project in Harvest to track the progress of that deal.
You can install Harvest from the Harvest for Sell app in the Zendesk App Marketplace. For more information about Harvest, see Time tracking the deals you've won using the Harvest app.
0 Comments
Please sign in to leave a comment.