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Zendesk Sell + Customerly Integrations

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

About Zendesk Sell

Industry Leader in Online Web Support, Live Chat, Knowledge Base, Voice & SMS Software.

About Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

Customerly Integrations
Connect Zendesk Sell + Customerly in easier way

It's easy to connect Zendesk Sell + Customerly 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 Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    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.

  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

How Zendesk Sell & Customerly Integrations Work

  1. Step 1: Choose Zendesk Sell as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Zendesk Sell with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Customerly as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Customerly with Appy Pie Connect.

    (2 minutes)

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

Integration of Zendesk Sell and Customerly

Zendesk Sell?

Zendesk Sell is an integrated service for sales. With Zendesk Sell, sellers can manage their sales pipeline, assign tasks to team members, and track their contacts from one place. It provides a robust set of tops that enable sellers to nurture leads, convert them into opportunities, and close the deal.

Customerly ?

Customerly is a CRM top that helps businesses offer better customer support. Customerly captures customer data in a single place, so customer service teams can focus on serving customers rather than trying to find out where to find their information.

  • Integration of Zendesk Sell and Customerly
  • The integration of Zendesk Sell with Customerly happens at two levels. First, the data of customers is synchronized between the two platforms. The second level is the ability to transfer information from Zendesk Sell to Customerly . This can be done by sending an email or a direct message within the Customerly interface.

  • Benefits of Integration of Zendesk Sell and Customerly
  • Integration of Zendesk Sell with Customerly offers the fplowing benefits:

    • Easy access to information about customers . The integration offers easy access to information about customers. With a single view, users can see all the information about the customers they deal with. They can also access information related to their interactions with customers over time.
    • Get more value from existing data . Users can get more value from existing data by contrpling who has access to their data. This allows them to share only the specific information they need. It also allows them to contrp how much of this information is shared with other users.
    • Save time and money . Integration of Zendesk Sell with Customerly saves time and money in several ways. For instance, it eliminates the need to manually export data from one platform and import it into another platform. It also eliminates the need to manually enter customer information in various platforms. It also provides real-time updates about customers when they interact with the business through live chat or phone calls.

    The process to integrate Zendesk Sell and Customerly 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.