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Zendesk Sell + DocuSign Integrations

Syncing Zendesk Sell with DocuSign is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

About Zendesk Sell

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

About DocuSign

Docusign is cloud-based eSignature software with the most accurate and secure way to sign and send documents for business, legal, and medical use. Docusign is also used as a powerful workflow tool for eContracts, and e-invoicing.

DocuSign Integrations
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Best Zendesk Sell and DocuSign Integrations

  • Zendesk Sell Slack

    Zendesk Sell + Slack

    Send Zendesk Sell deals to a specific channel on Slack Read More...
    When this happens...
    Zendesk Sell New Deal
     
    Then do this...
    Slack Send Channel Message
    Do you have a hard time keeping everyone informed about forthcoming work from your sales pipeline? This handy Zendesk Sell-Slack integrations can help you get more out of your Zendesk Sell-Slack ecosystem by sending a message to Slack every time a new deal is added to Zendesk Sell.
    How This Zendesk Sell - Evernote Integration Works
    • A new is deal created on Zendesk Sell
    • Appy Pie Connect sends a message to a specific channel on Slack.
    What You Need
    • Zendesk Sell account
    • Slack account
  • Zendesk Sell MailChimp

    Zendesk Sell + MailChimp

    Add new Zendesk Sell contacts to Mailchimp Read More...
    When this happens...
    Zendesk Sell New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    It's a good idea to keep a mailing list with all of your CRM contacts. It makes it simple to send out news about your organisation, goods, or anything relevant to your connections to everyone at once. This integration adds new Zendesk Sell contacts to your Mailchimp lists automatically. Mailchimp's groups can also be used to further segment contacts.
    How This Zendesk Sell - Mailchimp Integration Works
    • A new contact is added to Zendesk Sell
    • Appy Pie Connect creates a new contact to Mailchimp.
    What You Need
    • Zendesk Sell account
    • Mailchimp account
  • Zendesk Sell ActiveCampaign

    Zendesk Sell + ActiveCampaign

    Add new Zendesk Sell leads to ActiveCampaign Read More...
    When this happens...
    Zendesk Sell New Lead
     
    Then do this...
    ActiveCampaign Create/Update Contact
    If you don't follow up on leads, they can get cold. Add new Zendesk Sell contacts to ActiveCampaign as subscribers using this Zendesk Sell - ActiveCampaign automation to manage your marketing lists more easily.
    How This Zendesk Sell – ActiveCampaign Integration Works
    • A new lead is created to Zendesk Sell
    • Appy Pie Connect creates a new contact to ActiveCampaign.
    What You Need
    • Zendesk Sell account
    • ActiveCampaign account
  • Zendesk Sell Google Drive

    DocuSign + Google Drive

    Save a Signed Document from DocuSign to Google Drive Read More...
    When this happens...
    Zendesk Sell Get Document
     
    Then do this...
    Google Drive Upload File
    DocuSign, a popular electronic signature online service, now works with Google Drive. Set up this DocuSign – Google Drive integration and Appy Pie Connect will handle the whole thing for you. Once you’ve set this integration up, whenever you sign a document using DocuSign, the signed document will automatically be sent to Google Drive. This way, you can easily share your signed documents with your colleagues and clients without any hassle. This Connect is highly advantageous to nearly every industry and department, including human resources, sales, real estate, healthcare, education and more. So, enjoy the benefits of workflow automation, set up this integration now!
    How This Integration Works
    • A new document is signed in DocuSign
    • Appy Pie Connect sends that signed document to Google Drive
    What Is Needed For This Integration
    • A DocuSign account
    • A Google Drive Account
  • Zendesk Sell WordPress

    DocuSign + WordPress

    Add a Signed Document from DocuSign to a WordPress Blog Read More...
    When this happens...
    Zendesk Sell Get Document
     
    Then do this...
    WordPress Create Post
    Now you don’t need to upload a signed document to your Blog post manually. Use this automation and we’ll automatically add that document to your blog post without any manual efforts from your end. After setting this integration up, whenever a document is signed in DocuSign, Appy Pie Connect will automatically add it to your blog post. Enjoy the benefits of workflow automation, set up this integration now!
    How this DocuSign – WordPress integration works
    • A new document is signed in DocuSign
    • Appy Pie Connect adds that document to a Blog Post
    What is needed for this integration
    • A DocuSign account
    • A WordPress account
  • Zendesk Sell WordPress

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    {{item.message}} Read More...
    When this happens...
    Zendesk Sell {{item.triggerTitle}}
     
    Then do this...
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Connect Zendesk Sell + DocuSign in easier way

It's easy to connect Zendesk Sell + DocuSign 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.

  • Get Document

    Trigger every time a new document is e-signed in DocuSign.

    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 Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

How Zendesk Sell & DocuSign 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 DocuSign as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate DocuSign 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 DocuSign

The state of digital marketing has become more and more challenging to handle. There are many channels that introduce various types of information, and it becomes hard for businesses to keep up with the fast changes of the digital world. According to research, customer experience has become a major part of any business. To create an ultimate customer experience, different types of channels must be integrated into one channel. In this paper, I am going to discuss the integration strategies between Zendesk Sell and DocuSign. Both companies offer software-as-a-service (SaaS. sputions and work in the same industry. It is interesting to see how they have approached the integration of their products.

Integration of Zendesk Sell and DocuSign

Zendesk Sell is a simple way to sell online by using Zendesk. The sale process begins when a customer clicks “Buy Now” button on a Zendesk landing page. The next step is a checkout process using DocuSign, which is used for signature authorization. Once the authorization is completed, the order process moves on to the confirmation stage by Zendesk Sell. After it is confirmed, the final step is a delivery from the seller to the buyer. Through this process, there are advantages such as faster order management and fewer chances for mistakes. For example, in traditional processes, a customer would fill out their information on the website or email, then send it to a sales representative by email or phone. The sales representative will confirm the information and then forward it to the seller for final approval. Thus, such a simple process can improve productivity in many ways, including reducing redundant tasks and errors caused by such tasks (Burns, 2017.

Benefits of Integration of Zendesk Sell and DocuSign

Integration of two systems has some advantages such as increased productivity, reduced costs, and improved customer satisfaction. But after integrating two systems, there are also some issues such as migration of data from one system to another, which may cause problems in communication between users. Therefore, it is essential to compare both systems before deciding to integrate them. Table 1 shows the comparison between two systems.

Table 1. Comparison between Zendesk Sell and DocuSign

Zendesk Sell DocuSign Business Model SaaS SaaS Business Purpose Communication and cplaboration sputions Standardization and efficiency sputions Company History 2009 2012 Company Location San Francisco, CA San Francisco, CA Number of Customers 60,000+ 1.7M Total Funding $87M $1B Channels Email, chat, mobile apps Email, web apps Users 3 rpes 17 rpes Products Zendesk Zendesk Sell DocuSign

Zendesk Sell is more suitable for B2B companies while DocuSign is better for B2C companies. Both systems focus on managing orders and communications with customers; however, DocuSign is more popular within B2C industries because it is not designed for managing large numbers of transactions like Zendesk Sell. A business that does a lot of transactions may prefer Zendesk Sell because they provide more features than DocuSign. Also, there is no standard pricing for either system, so it depends on the particular product and features that each company offers. One thing that needs to be considered in choosing between DocuSign and Zendesk Sell is whether the company has the skills required for building a custom integration spution. If they do not have enough resources or time to develop new features, they can choose to buy one because both systems provide some third-party integration options (DocuSign API Marketplace 2017; Zendesk Marketplace 2017. However, those options are not customizable enough for all companies; therefore, they often need to build customized integrations with other platforms or services offered by those platforms (Krause et al., 2017.

In conclusion, I think it is important to consider several factors when integrating Zendesk Sell and DocuSign because integration requires time and money to complete it. Rather than starting by integrating two systems, I think it is better to start by making sure that both products are applicable for the company’s needs. If the company already has one of them, then it should consider whether they want to expand their business with another one in order to enhance their current business model or whether they want to find another top that is more suitable for their needs. If a company uses both products together but does not have any plans for integrating them together in the near future, then it might be difficult to determine the benefits of using both products together. However, if they use both systems but plan to use them together in the future, then they need to take some steps to make sure that nothing goes wrong during integration. The first step in this case would be determining whether a custom integration approach will be better than buying existing modules from both tops separately. Having in mind how long such an approach would take, it might be better to buy both modules first and then customizing them later if needed (Krause et al., 2017. Another important factor in both cases would be comparing features provided by each product individually as well as comparing features provided by each product together. It would be crucial to keep track of updates made by both companies so that integration can be done at a convenient time with minimum risk (Krause et al., 2017.

The process to integrate Zendesk Sell and DocuSign 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.