Sell offers a number of integrations andapps帮助联系多个platforms together and manage your data. This article lists the current integrations (available fromSettings > Integrations > Integrationsor viaSettings > Integrations > Apps), as well as links for more information on how to set up each integration or app.
You can find a list of all the Sell Apps at theZendesk Marketplace, but we've also included some popular apps here. For information on account requirements and types of apps available, seeWorking with Zendesk Marketplace apps in Sell.
If you can't find the integration or app that you need, take a look atZapier integrationswhere you can access thousands of additional apps.
This article covers the following topics:
Zendesk Support
Connecting toZendesk Supportallows 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.
Zendesk Chat
If you work with both Zendesk Sell andZendesk 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.
MailChimp
MailChimpallows 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.
To use MailChimp in Sell, go to the Zendesk marketplace and install the MailChimp for Sell app from theZendesk App Marketplace.
PandaDoc
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.
To connect to PandaDoc, use the PandaDoc app in theZendesk App Marketplace.
HubSpot
Connecting Zendesk Sell withHubSpotallows sales and marketing teams to work together to identify the best leads and ensure that everyone is getting the information they need, and to keep your HubSpot leads synchronized.
You can use HubSpot with Sell by using the HubSpot app in the Zendesk App Marketplace (seeBenefits of connecting HubSpot with Sell).
Dropbox
整合销售与你Dropbox账户允许您上传文件(. doc, pdf格式,.jpg, etc.) and connect them with a deal in Sell.
You can install Dropbox in Sell either using the Dropbox app in theZendesk App Marketplace, or natively through SellSettings > Integrations.
TheGoogleintegration 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.
You can install Google in Sell from the Google app in theZendesk App Marketplace, or through SellSettings > Integrations.
Google Drive
Use theGoogle Driveapp to store your Google Drive files with deals. You're able to create folders for specific deals and store a relevant file with the deal.
To use Google Drive in Sell, go to the Zendesk marketplace and install the Google Drive for Sell app in theZendesk App Marketplace.
Microsoft 365
Integrate Sell withMicrosoft 365for automatic, two-way syncing of your contacts.
You can install Microsoft 365 from the Microsoft 365 for Sell app in theZendesk App Marketplace, or through SellSettings > Integrations.
Xero
Xerois accounting software for creating invoices. You can use Zapier to trigger Sell with Xero actions, such as automatically creating an invoice from a won deal in Sell. When using Zapier to activate your connection with Xero and Sell, your Xero contacts are imported into your Sell account. You need admin rights to set up the Xero integration in Sell. For more information about using Xero with Sell, seeCreating deal invoices by connecting Xero to Sell with Zapier.
You can install Xero through theZapier Xero + Zendesk Sell Integrationspage and via the Sell sidebar by clicking theSettingsicon (), then selectingIntegrations > Apps.
Harvest
After you have won a deal, you can automatically create a project inHarvestto track the progress of that deal.
You can install Harvest from theHarvest for Sellapp in theZendesk App Marketplace. For more information about Harvest, seeTime tracking the deals you've won using the Harvest app.
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