Anytime a new contact is created in your CallRail, a new deal will automatically be created in your Zendesk Sell. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.
This CallRail - Zendesk Sell integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
In CallRail, when you create a contact, it automatically creates a task in Zendesk Sell for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.
This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
You Can Also Connect Zendesk Sell or CallRail With 1400+ Other Apps
Zendesk Sell
Zendesk Sell is the sales automation tool for getting more done in less time. With powerful tools to improve productivity and visibility into your pipeline, Zendesk Sell is the perfect way to take your sales processes to the next level.
CallRail provides real-time insights into the quality of your phone calls. With CallRail, you can now measure your advertising ROI (Return on Investment) and know exactly which ads are driving inbound calls.