In Zendesk Sell, when you create a contact, it automatically creates a task in Firmao 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.
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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.
Firmao is web-based software that allows you to organize your business information. It helps create quotes and invoices, manage projects and tasks, integrate with a live chat widget, track leads and clients, and much more. Best of all, it's easy to use!