Creating task in Zendesk Sell is a great way to keep track of task that need to be completed when an event is created in your Datelist account.
With the help of this integration, when an event is created, a task will be automatically created in Zendesk Sell and will include the details of the event (name, email address, etc.).
This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in Zendesk Sell.
But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Datelist, it will trigger a corresponding deal creation in Zendesk Sell.
This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
You Can Also Connect Zendesk Sell or Datelist 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.
Datelist is a customer-friendly online booking system that allows your clients to schedule an appointment right from their device of choice - be it a desktop, tablet or mobile phone.