Zendesk Sell

Microsoft Outlook

Lead to Contact Automation

Transform leads into contacts seamlessly. Strengthen your outreach efforts effortlessly. Boost productivity with automated workflows.

When this happens...

New Lead Created

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

automatically do this!

Create Contact

Add a contact to the root Contacts folder,

Get Started See Ayudo in action

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.

Similar integrations

No items found.

About

Microsoft Outlook

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

Similar integrations

No items found.

Why

Zendesk Sell

+

Microsoft Outlook

= Perfect Match

Automating the process of converting new leads into contacts can significantly enhance your sales workflow. By integrating Zendesk Sell with Microsoft Outlook, you eliminate the tedious manual entry of lead information, allowing your team to focus on engaging with potential customers. This seamless connection not only saves time but also ensures that no lead is overlooked, improving communication and follow-up efficiency.