Zendesk Sell + TMetric Integration

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Popular Zendesk Sell + TMetric Workflows

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Zendesk Sell + TMetric Integration

Create TMetric task for new Zendesk Sell task

Zendesk Sell provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Zendesk Sell. TMetric is a great tool for this.

All you need to do is - integrate TMetric with Zendesk Sell to create task in TMetric automatically when certain task occur in Zendesk Sell. This can save you time by not having to manually create tasks in both systems.
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Zendesk Sell + TMetric Integration

Create TMetric task for new Zendesk Sell contact

Zendesk Sell and TMetric are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Zendesk Sell, do you also create a task in TMetric? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Zendesk Sell + TMetric Integration

Create TMetric task for new Zendesk Sell deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in TMetric to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Zendesk Sell? Well now there is!

With our integration between Zendesk Sell and TMetric, creating task in TMetric is now easier than ever. Whenever a deal is created in Zendesk Sell, you can automatically create a corresponding task in TMetric to keep your team up-to-date.
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TMetric + Zendesk Sell Integration

Create Zendesk Sell task for new TMetric task

Have you ever wished that you could sync your TMetric task with your Zendesk Sell task? Well, now there's a way to do just that!

With this handy integration, every time you create a task in TMetric, a matching task will be created in Zendesk Sell. This is a great way to keep your work organized and ensure that no important tasks fall through the cracks.

So if you're ready to get started, just click on activate and connect your TMetric and Zendesk Sell accounts.
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Zendesk Sell + TMetric Integration
1.
  • Zendesk Sell
    Deal is created in Zendesk Sell
  • Zendesk Sell
    Deal stage is changed in Zendesk Sell
  • Zendesk Sell
    Deal is updated in Zendesk Sell
  • Zendesk Sell
    Contact is created in Zendesk Sell
  • Zendesk Sell
    Contact is updated in Zendesk Sell
  • Zendesk Sell
    Task is created in Zendesk Sell
  • Zendesk Sell
    Lead is created in Zendesk Sell
  • Zendesk Sell
    Lead is updated in Zendesk Sell
  • Zendesk Sell
    Note is created in Zendesk Sell
  • Zendesk Sell
    Product is created in Zendesk Sell
  • TMetric
    Task is created in TMetric
  • TMetric
    Task is completed in TMetric
2.
  • Zendesk Sell
    Create lead in Zendesk Sell
  • Zendesk Sell
    Update lead in Zendesk Sell
  • Zendesk Sell
    Search lead in Zendesk Sell
  • Zendesk Sell
    Create person in Zendesk Sell
  • Zendesk Sell
    Update person in Zendesk Sell
  • Zendesk Sell
    Search contact in Zendesk Sell
  • Zendesk Sell
    Create deal in Zendesk Sell
  • Zendesk Sell
    Search deal in Zendesk Sell
  • Zendesk Sell
    Update deal in Zendesk Sell
  • Zendesk Sell
    Create company in Zendesk Sell
  • Zendesk Sell
    Update company in Zendesk Sell
  • Zendesk Sell
    Search company in Zendesk Sell
  • Zendesk Sell
    Create sequence enrollment in Zendesk Sell
  • Zendesk Sell
    Search sequence in Zendesk Sell
  • Zendesk Sell
    Search user in Zendesk Sell
  • Zendesk Sell
    Create task in Zendesk Sell
  • Zendesk Sell
    Update task in Zendesk Sell
  • Zendesk Sell
    Create note in Zendesk Sell
  • Zendesk Sell
    Create product in Zendesk Sell
  • Zendesk Sell
    Update product in Zendesk Sell
  • Zendesk Sell
    Search products in Zendesk Sell
  • Zendesk Sell
    Search deal sources in Zendesk Sell
  • Zendesk Sell
    Search lead sources in Zendesk Sell
  • Zendesk Sell
    Get Deal By Id in Zendesk Sell
  • Zendesk Sell
    Get Contact/Company By Id in Zendesk Sell
  • TMetric
    Create task in TMetric
  • TMetric
    Create time entry in TMetric
  • TMetric
    Start timer in TMetric
  • TMetric
    Stop timer in TMetric
  • TMetric
    Create client in TMetric
  • TMetric
    Create project in TMetric
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