Microsoft Outlook
Zendesk Sell

Microsoft Outlook and Zendesk Sell Integration

Seamlessly connect Microsoft Outlook with Zendesk Sell to boost your sales productivity and streamline customer communication.

Explore Triggers and Actions

New Attachment Received (Instant)
Trigger new event when a new email containing one or more attachments arrives in a specified Microsoft Outlook folder.
New Contact Event (Instant)
Trigger new event when a new Contact is created
New Email Event (Instant)
Trigger new event when an email is received in specified folders.
Create Contact
Creates a new contact.
Create Lead
Creates a new lead.
Create Task
Creates a new task.

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

What can Ayudo do with Microsoft Outlook and Zendesk Sell?

The Microsoft Outlook and Zendesk Sell integration empowers sales teams to manage leads, track emails, and update deals directly from their inbox. Sync contacts and calendar events effortlessly, ensuring your sales pipeline stays up-to-date without switching between apps. This integration helps you save time, improve follow-ups, and close deals faster by bringing CRM capabilities right into Outlook.

Connect
Microsoft Outlook
and
Zendesk Sell
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

How do I connect Microsoft Outlook with Zendesk Sell?

You can connect Microsoft Outlook with Zendesk Sell by installing the Zendesk Sell add-in from the Microsoft AppSource. Once installed, sign in with your Zendesk Sell credentials to start syncing emails, contacts, and calendar events.

Can I track email opens and clicks from Outlook in Zendesk Sell?

Yes, the integration allows you to track email opens and clicks directly within Zendesk Sell, giving you insights into customer engagement without leaving Outlook.

Will my Outlook contacts sync automatically with Zendesk Sell?

You can choose to sync your Outlook contacts with Zendesk Sell manually or set up automatic synchronization to keep your CRM contacts updated in real-time.

Can I create and update deals from Outlook using this integration?

Absolutely. The integration enables you to create new deals, update existing ones, and log activities from within Outlook, streamlining your sales workflow.

Is my data secure when using the Microsoft Outlook and Zendesk Sell integration?

Yes, both Microsoft and Zendesk adhere to strict security standards to protect your data. The integration uses encrypted connections and complies with industry best practices to ensure your information remains safe.

Built by folks who built