Zendesk Sell
Microsoft Outlook

Zendesk Sell and Microsoft Outlook Integration

Seamlessly connect Zendesk Sell with Microsoft Outlook to streamline your sales workflow and enhance customer engagement.

Explore Triggers and Actions

New Deal Created
Trigger new event when a new deal is created in Zendesk Sell.
New Contact Created
Trigger new event when a new contact is created in Zendesk Sell.
New Lead Created
Trigger new event when a new lead is created in Zendesk Sell.
Download Attachment
Downloads an attachment to the /tmp directory.
Add Label to Email
Adds a label/category to an email in Microsoft Outlook.
Approve Workflow
Suspend the workflow until approved by email.
Create Contact
Add a contact to the root Contacts folder,
Create Draft Email
Create a draft email,
Find Contacts
Finds contacts with the given search string.
List Contacts
Get a contact collection from the default contacts folder,
List Folders
Retrieves a list of all folders in Microsoft Outlook.
List Labels
Get all the labels/categories that have been defined for a user.

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 Zendesk Sell and Microsoft Outlook?

The Zendesk Sell and Microsoft Outlook integration empowers sales teams to manage leads, track communications, and update deals directly from their inbox. Sync contacts, log emails automatically, and schedule follow-ups without switching between platforms, ensuring you stay productive and never miss a sales opportunity.

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

Frequently asked questions

How does the Zendesk Sell and Microsoft Outlook integration work?

The integration connects your Zendesk Sell account with Microsoft Outlook, allowing you to sync contacts, log emails automatically, and manage deals directly from your Outlook inbox. This streamlines your sales process by keeping all your communications and sales data in one place.

Can I log emails from Outlook to Zendesk Sell automatically?

Yes, the integration automatically logs emails sent and received in Outlook to the corresponding contacts and deals in Zendesk Sell, ensuring your communication history is always up to date without manual entry.

Is it possible to create new leads or deals from Outlook?

Absolutely. You can create new leads or deals directly from your Outlook emails with just a few clicks, making it easier to capture sales opportunities as they arise.

Does the integration support calendar syncing between Zendesk Sell and Outlook?

Yes, you can sync your calendar events and meetings between Zendesk Sell and Outlook to keep your schedule aligned and never miss important sales appointments.

What are the system requirements for using this integration?

You need an active Zendesk Sell subscription and a Microsoft Outlook account (desktop or web). The integration supports Outlook 2016 and later versions, as well as Outlook for Microsoft 365.

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