Zapier makes it easy for businesses to integrate their web applications to create automated workflows.
Use the Zapier integration to connect other key tools or applications to Zendesk Sell and easily build automation to meet your organization’s sales needs. Zapier allows you to build “Zaps” that automatically trigger actions when certain events take place. For example, say you want to use a business card scanner to automatically create new leads in Sell -- Zapier makes this possible. Explore popular Zaps for Sell here.
Get started with this Help Guide: Using Zapier with Zendesk Sell
To turn on the Zapier integration:
- Login to your Sell account
- Navigate to Settings > Integrations > find Zapier, then click “Go to Zapier”
- Sign In to your Zapier account or choose to create a Zapier account -- then, try using a pre-built Zap for Sell or build your own Zap from scratch