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Zendesk Sell + WHMCS Integrations

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

About Zendesk Sell

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

About WHMCS

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 business

WHMCS Integrations

Best Zendesk Sell and WHMCS 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 Slack

    WHMCS + Slack

    Receive notifications in Slack for new WHMCS to-dos Read More...
    When this happens...
    Zendesk Sell New Todo Item
     
    Then do this...
    Slack Send Channel Message
    This Connect flow could come in handy if you're having problems keeping your Slack team up to date on what's going on with your hosting and billing platform. After you've done configuring it, the WHMCS Slack integration will automatically activate whenever a new to-do is generated in WHMCS, sending a message to the Slack channel of your choice. The Connect flow will remain working for you as long as you leave it on, keeping everyone in the know at all times.
    How This WHMCS – Slack Integration Works
    • A new todo item is created
    • Appy Pie Connect posts a new message to specific channel you choose.
    What You Need
    • WHMCS account
    • Slack account
  • Zendesk Sell AWeber

    WHMCS + AWeber

    Add subscribers to AWeber from new WHMCS todos Read More...
    When this happens...
    Zendesk Sell New Todo Item
     
    Then do this...
    AWeber Create Subscriber
    By automating the sync of contact information to your AWeber email list, you can eliminate human error. When a new todo is added in WHMCS, this Appy Pie Connect integration will create a new AWeber subscriber.
    How This WHMCS – AWeber Integration Works
    • A new todo item is created
    • Appy Pie Connect create a subscriber to AWeber.
    What You Need
    • WHMCS account
    • AWeber account
  • Zendesk Sell AWeber

    {{item.triggerAppName}} + {{item.actionAppName}}

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

It's easy to connect Zendesk Sell + WHMCS 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 Client

    Triggers whenever a new client occur.

  • New Invoice

    Trigger when new invoice created.

  • New Order

    Triggers whenever a new order 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.

  • Create Client

    Creates a new client.

  • Create Invoice

    Creates a new invoice.

  • Create Ticket

    Creates a new ticket in WHMCS.

How Zendesk Sell & WHMCS 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 WHMCS as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate WHMCS 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 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.

Integration of Zendesk Sell and WHMCS

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.

Benefits of Integration of Zendesk Sell and WHMCS

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.