Supercharge your Sales Automation Workflows

For the sales teams around the world, we have tremendous news. Our newest app integration with Zendesk Sell is live on Automate.io platform. 

If your sales team has been focusing more on data entry and recurring tasks rather than selling, this integration will prove to be a productivity booster for them. 

You can now supercharge your sales automation by syncing data and communication across 200+ cloud apps to automate common as well as sales critical workflows, without any coding or IT help. 

About Zendesk Sell

Built within the Zendesk Suite, Zendesk Sell is a sales force automation and CRM software that lets sales teams set up their pipeline, manage deals and enhance their selling processes with efficiency.

What Can You Do With Zendesk Sell Integration?

You can automate your sales workflow at every stage of the deal pipeline from discovery to closing. Here are some common use cases to help you get started:

#1 - Collect leads in the Sell account from marketing sources like Facebook Lead Ads, Google Forms, and Typeform.

#2 - Minimize first response time for a new lead by sending a personalized email from Gmail or from email marketing tools like AWeber, Mailchimp and ActiveCampaign.

#3 - Automatically update the appropriate team via Slack or Microsoft Teams when the deal reaches a particular stage in Sell CRM. 

#4 - Generate automated invoices via QuickBooks or Xero when deals are closed.

How to Setup the Zendesk Sell Integration in Automate.io

  1. After logging in to Automate.io, authenticate Zendesk Sell and the other apps you wish to connect. 
  2. Choose the right trigger and action for setting up the automation workflow.
  3. Map the data fields between both the trigger and action app using the drag-drop interface.
  4. Switch on the bot and you are done. Automate.io will take care of the rest.

If you face any trouble, feel free to contact our customer support team and they’ll set up the bot for you. You can email us at help@automate.io or via chat option inside Automate.io app.

See you on the other side!