Microsoft Office 365 + Zendesk Sell Integration

Connect Microsoft Office 365 to Zendesk Sell - Automate your workflows in 1-click

Microsoft Office 365 automations help you send reminders or follow-ups to team members, improve communication workflows, and enhance customer experiences. Make use of Zendesk Sell automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Combine the benefits of both with Integrately’s Microsoft Office 365 + Zendesk Sell integration.
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Zendesk Sell + Microsoft Office 365 Integration

Create Microsoft Office 365 event for new Zendesk Sell task

Zendesk Sell is a great tool for managing customer information, but it can also be used to manage your schedule. Use this Zendesk Sell - Microsoft Office 365 integration to automatically populate your Microsoft Office 365.

When a task is created in Zendesk Sell, an event will automatically be created in your Microsoft Office 365. This can help you keep track of your schedule and avoid overlapping of appointments.

Just click Activate and connect your Zendesk Sell and Microsoft Office 365 accounts in a matter of minutes.
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Activate
Zendesk Sell + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new Zendesk Sell contact

Anytime a new contact is added to your Zendesk Sell, automatically send them a message through Microsoft Office 365 letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Zendesk Sell - Microsoft Office 365 integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Activate
Zendesk Sell + Microsoft Office 365 Integration

Create Microsoft Office 365 contact for new Zendesk Sell contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Zendesk Sell - Microsoft Office 365 integration, anytime a new Zendesk Sell contact is created, an Microsoft Office 365 contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Activate
Zendesk Sell + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new Zendesk Sell task

With this Zendesk Sell - Microsoft Office 365 integration, whenever a new task is created in Zendesk Sell, message will be sent via Microsoft Office 365. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Activate
Zendesk Sell + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new Zendesk Sell deal

Whenever a new deal is created in your Zendesk Sell, you'll want to communicate with your team to make sure everyone is on the same page. Sending Microsoft Office 365 message ensures that everyone knows about the new deal and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this Zendesk Sell - Microsoft Office 365 integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
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Activate
Microsoft Office 365 + Zendesk Sell Integration

Create Zendesk Sell deal for new Microsoft Office 365 event

Are you using Microsoft Office 365 to manage your events? If so, did you know that you can also create deals in your Zendesk Sell directly from Microsoft Office 365 events?

This makes tracking your sales and appointments a breeze and ensures that all of your data is organized and easily accessible. Also, your employees can quickly access crucial customer information from a single, convenient place.
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Activate
Microsoft Office 365 + Zendesk Sell Integration

Create Zendesk Sell deal from new Microsoft Office 365 contact

Anytime a new contact is created in your Microsoft Office 365, 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 Microsoft Office 365 - 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.
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Microsoft Office 365 + Zendesk Sell Integration

Create Zendesk Sell task for new Microsoft Office 365 event

We all know the drill. You create {trigger.Event}} in your Microsoft Office 365, but then something comes up and you completely forget to create a corresponding task in your Zendesk Sell. Now you've lost track of your to-dos, and your sales productivity is shot. So, with this {{trigger.Calender}} - Zendesk Sell integration, you can set up Integrately such that every new event created in your Microsoft Office 365, automatically creates a new tasks in your Zendesk Sell. This ensures that important tasks never fall through the cracks; thereby helping you stay on top of your to-do list and running your business smoothly.
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Activate
Microsoft Office 365 + Zendesk Sell Integration

Create Zendesk Sell contact for new Microsoft Office 365 contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Microsoft Office 365 - Zendesk Sell integration, anytime a new Microsoft Office 365 contact is created, an Zendesk Sell contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Activate
Microsoft Office 365 + Zendesk Sell Integration

Create Zendesk Sell task for new Microsoft Office 365 contact

In Microsoft Office 365, 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.
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Microsoft Office 365 + Zendesk Sell Integration
1.
  • Microsoft Office 365
    Email is created in Microsoft Office 365

    Triggers the automation whenever a new email is created

  • Microsoft Office 365
    Calendar event is created in Microsoft Office 365

    Triggers the automation whenever a new event is created in a calendar

  • Microsoft Office 365
    Calendar event is started in Microsoft Office 365

    Triggers the automation whenever a new event is created in a calendar

  • Microsoft Office 365
    Calendar event is updated in Microsoft Office 365

    Triggers the automation whenever a calendar event is updated

  • Microsoft Office 365
    Contact is created in Microsoft Office 365

    Triggers the automation whenever a new contact is created

  • Microsoft Office 365
    Contact is updated in Microsoft Office 365

    Triggers the automation whenever a contact is updated

  • Zendesk Sell
    Deal is created in Zendesk Sell

    Triggers the automation whenever a deal is created

  • Zendesk Sell
    Deal stage is changed in Zendesk Sell

    Triggers the automation whenever the deal stage is changed

  • Zendesk Sell
    Deal is updated in Zendesk Sell

    Triggers the automation whenever a deal is updated

  • Zendesk Sell
    Contact is created in Zendesk Sell

    Triggers the automation whenever a new contact is created

  • Zendesk Sell
    Contact is updated in Zendesk Sell

    Triggers the automation whenever a contact is updated

  • Zendesk Sell
    Task is created in Zendesk Sell

    Triggers the automation whenever a new task is created

  • Zendesk Sell
    Lead is created in Zendesk Sell

    Triggers the automation whenever the lead information is updated

  • Zendesk Sell
    Lead is updated in Zendesk Sell
  • Zendesk Sell
    Note is created in Zendesk Sell

    Triggers the automation whenever a new note is created

  • Zendesk Sell
    Product is created in Zendesk Sell

    Triggers the automation whenever a new product is created

2.
  • Microsoft Office 365
    Send email in Microsoft Office 365

    Automatically sends an email to a recipient

  • Microsoft Office 365
    Create draft email in Microsoft Office 365

    Automatically adds a new contact to the contact list

  • Microsoft Office 365
    Create event in Microsoft Office 365

    Automatically adds a new contact to the contact list

  • Microsoft Office 365
    Create contact in Microsoft Office 365

    Automatically adds a new contact to the database

  • Microsoft Office 365
    Update contact in Microsoft Office 365

    Automatically updates contact information with new details

  • Microsoft Office 365
    Search contact in Microsoft Office 365

    Automatically finds and retrieves contact information

  • Zendesk Sell
    Create lead in Zendesk Sell

    Automatically generates new leads for potential customers

  • Zendesk Sell
    Update lead in Zendesk Sell

    Automatically updates the lead information

  • Zendesk Sell
    Search lead in Zendesk Sell

    Automatically retrieves information for a particular lead

  • Zendesk Sell
    Create person in Zendesk Sell

    Automatically generates and launch new products

  • Zendesk Sell
    Update person in Zendesk Sell

    Automatically updates product information

  • Zendesk Sell
    Search contact in Zendesk Sell

    Automatically finds and retrieves contact information

  • Zendesk Sell
    Create deal in Zendesk Sell

    Automatically generates a new deal with

  • Zendesk Sell
    Search deal in Zendesk Sell

    Automatically retrieves and find a deal

  • Zendesk Sell
    Update deal in Zendesk Sell

    Automatically updates deal information based on new criteria or changes

  • Zendesk Sell
    Create company in Zendesk Sell

    Automatically generates a new company profile with given details

  • Zendesk Sell
    Update company in Zendesk Sell

    Automatically updates company information

  • Zendesk Sell
    Search company in Zendesk Sell

    Automatically find information about a company

  • Zendesk Sell
    Create sequence enrollment in Zendesk Sell

    Automatically enrolls a contact into a sequence

  • Zendesk Sell
    Search sequence in Zendesk Sell

    Automatically searches for a sequence

  • Zendesk Sell
    Search user in Zendesk Sell

    Automatically searches for a user

  • Zendesk Sell
    Create task in Zendesk Sell

    Automatically creates a new task

  • Zendesk Sell
    Update task in Zendesk Sell
  • Zendesk Sell
    Create note in Zendesk Sell

    Automatically generates a new person

  • Zendesk Sell
    Create product in Zendesk Sell
  • Zendesk Sell
    Update product in Zendesk Sell

    Automatically updates the task with new information or changes

  • Zendesk Sell
    Search products in Zendesk Sell
  • Zendesk Sell
    Search deal sources in Zendesk Sell

    Automatically scan and retrieve the source of a particular deal

  • Zendesk Sell
    Search lead sources in Zendesk Sell

    Automatically searches for products

  • Zendesk Sell
    Get Deal By Id in Zendesk Sell
  • Zendesk Sell
    Get Contact/Company By Id in Zendesk Sell
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Microsoft Office 365 Business helps you connect to your team, clients and customers in more places - from any device. All of your content is always up-to-date and available wherever you are!

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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.

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