Sell offers a number of integrations and Apps to help connect multiple platforms together and manage your data. Below is a list of our current integrations (available from Settings > Integrations), as well as links for more information on how to set each integration up.
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 our Zapier integrations for access to thousands of additional apps.
This article covers the following topics:
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.
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.
The MailChimp integration 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.
PandaDoc (Quote Roller)
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.
Quote Roller is now Panda Doc, and we provide two ways to connect to PandaDoc, depending on your account.
For PandaDoc accounts, you can use the PandaDoc app in the Zendesk App Marketplace.
For existing Quote Roller accounts, you can use the native Sell-Quote Roller integration.
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 keep your HubSpot leads synchronized.
You can use HubSpot in Sell either using the HubSpot app in the Zendesk App Marketplace, or natively through Sell Settings > Integrations. You can use both integrations side by side (see the benefits).
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.
Enable the Google Drive integration to store your Google Drive files with deals. When you add the Google Drive integration in Sell, you're able to create folders for specific deals and store your relevant file with the deal.
Xero is account software for creating invoices. Our integration with Xero makes it easy to automatically create an invoice from a won deal in Sell. Also. When enabling your integration, your Xero Contacts are imported into your Sell account.