Zendesk Sell

Microsoft Outlook

Streamlined Contact Updates

Seamlessly connect your sales and email workflows. Enhance customer communication efficiency. Automate contact management effortlessly.

When this happens...

New Deal Created

Trigger new event when a new deal is created in Zendesk Sell.

automatically do this!

Update Contact

Add a contact to the root Contacts folder,

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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.

About the apps

Learn more about

Zendesk Sell

and

Microsoft Outlook

, and how they work together to automate your workflows.

About

Zendesk Sell

Zendesk Sell is a modern CRM that enhances productivity, pipeline visibility, and revenue growth, crucial for effective customer support operations.

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About

Microsoft Outlook

Microsoft Outlook centralizes email and calendars, crucial for support teams to streamline customer communication and enhance service delivery.

Similar integrations

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Why

Zendesk Sell

+

Microsoft Outlook

= Perfect Match

Integrating Zendesk Sell with Microsoft Outlook enables organizations to effortlessly manage their customer contacts as new deals are created. By automating the contact update process, teams can ensure that communication remains seamless and that no critical information falls through the cracks. This integration significantly reduces manual data entry, allowing sales professionals to focus on engaging with leads while maintaining accurate and up-to-date contact records.