Zendesk Sell
Microsoft Outlook

Lead Creation to Contact Update

Streamline your lead management process. Connect Zendesk Sell with Outlook effortlessly. Enhance your customer engagement with swift updates.

When this happens...

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

-

automatically do this!

Update Contact
Add a contact to the root Contacts folder,

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
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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

Efficiently manage your leads by automating the contact update process. When a new lead is created in Zendesk Sell, it triggers an automatic update in Microsoft Outlook, ensuring that your contact list is always current. This integration not only saves time by reducing manual entry but also enhances your team's ability to engage with leads promptly, ultimately improving your conversion rates and customer satisfaction.

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