Industry Leader in Online Web Support, Live Chat, Knowledge Base, Voice & SMS Software.
WHMCS is the leading web hosting management and billing software that automates all aspects of your business from billing, provisioning, domain reselling, and more. It helps businessWHMCS Integrations
Zendesk Sell + SlackSend Zendesk Sell deals to a specific channel on Slack Read More...
Zendesk Sell + ActiveCampaignAdd new Zendesk Sell leads to ActiveCampaign Read More...
It's easy to connect Zendesk Sell + WHMCS without coding knowledge. Start creating your own business flow.
Triggers when a deal enters a new stage.
Triggers when a new contact is created.
Triggers when a new deal is created.
Triggers when new lead is created.
Triggers when a new note is created.
Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.
Triggers when a new task is created.
Triggers when an existing contact is updated.
Triggers when an existing lead is updated.
Triggers when an existing deal is updated.
Triggers whenever a new client occur.
Trigger when new invoice created.
Triggers whenever a new order created.
Creates a company.
Creates a new deal.
creates a new lead.
Creates a note
Creates a person
Creates a product in a catalog
Creates a task
Updates an existing company.
Updates an existing deal.
Updates a lead.
Updates an existing person.
Creates a new client.
Creates a new invoice.
Creates a new ticket in WHMCS.
Zendesk Sell is a new product that was launched in November 2017 and it integrates with WHMCS, a leading billing spution for hosting service providers. The integration of the two products provides new functionalities such as:
The ability to send purchase orders to customers;
The ability to receive payments directly from the customers;
The ability to offer recurring billing;
The ability to generate invoices and send them to customers;
Integration of Zendesk Sell and WHMCS also allows customers to change passwords and access their accounts through Zendesk. Additionally, we’ll discuss how easy it is to setup and use Zendesk Sell and WHMCS together.
To integrate Zendesk Sell with WHMCS, you have to go to “Settings > Integrations”, select “Zendesk Sell” from the left menu and click on “Connect”. This process is similar in both WHMCS versions. After that, you have to provide your Zendesk Sell token and an API key for WHMCS. If you don’t have a token for Zendesk Sell, you can create one in the same section by clicking on “Create Token”. In this section, you can also find a link how to get your API key for WHMCS.
After providing the token and the API key, you have to click on “Connect”. Now, when you make a sale in WHMCS, an invoice will appear in your Zendesk account. After that, you can start sending purchase orders to your customers by going to “Orders > New Purchase Order”. In the next step, you have to provide information about what you want to sell and where you want to send it. It is worth mentioning that if buyers want to pay via other methods than Stripe or PayPal, they will be redirected to the payment page after making a payment in Zendesk. However, if they choose Stripe or PayPal as their payment method, they will stay on the payment page located in Zendesk after making the payment. Additionally, if they choose Stripe or PayPal as their payment method, they will be redirected to the payment page located in WHMCS after making the payment instead of staying on the payment page located in Zendesk.
Integration of Zendesk Sell and WHMCS provides several benefits for both buyers and sellers. Buyers can pay directly through Zendesk without leaving the website. Sellers can save time by not having to complete paper work related to sales. Moreover, integration of the two products enables sellers to create contracts automatically based on sales orders made by their customers which makes business flow easier. Last but not least, you save money because you don’t need to use another software for sales order management anymore. With this software, you save time because you don’t have to fill out forms manually anymore. Additionally, you save money because you don’t have to use another software for invoicing anymore. With this software, you save time because you don’t have to print invoices manually anymore. Furthermore, with this software, you save money because you don’t need to hire workers for invoice processing anymore. With this software, you save time because you don’t have to spend time looking for information about your invoices anymore. Last but not least, with this software, you save money because you don’t have to spend money on another software for selling online anymore. All these benefits are provided by integration of Zendesk Sell and WHMCS together.
The process to integrate Zendesk Sell and WHMCS 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.