Integrate Zendesk Sell with smart business phone system
The CloudTalk and Zendesk Sell integration helps your team make phone communication more effective and personalized. Save time with 2-way data synchronization and automatic call logging and handle calls directly from Zendesk Sell.
Quick integration overview:
- Handle calls without ever leaving Zendesk Sell (call widget is embedded to your Zendesk Sell interface)
- 2-way real-time synchronization (Calls, Notes, Contacts, Recordings, Tags)
- Sync is done for both Deals, Tickets, and Contacts
- Click-to-Call your contacts from Zendesk Sell and easily initiate calls one by one or user Smart dialer to create a dial queue with one click
- Access recordings directly in Zendesk Sell
- See caller's Zendesk Sell details before picking up the call
Unlock the full potential of your sales team with advanced features like "Click to call" and "Smart dialer" and make instant calls - with only a single click your sales reps can dial any phone number from your Zendesk Sell or from any website.
Receive calls with better insights
As soon as your CloudTalk Phone rings, a real-time CloudTalk card will pop up on your Zendesk Sell screen, displaying:
- the caller’s name
- contact details (phone number, email, address…)
- history of interactions, including information on calls and recordings
- the caller’s tickets and chats from Zendesk Sell
- customer notes
- any other customer activities in Zendesk Sell or CloudTalk
You can also easily access the CloudTalk interface just by one click from CTI. CloudTalk offers you smart analytics features like call center statistics and a real-time dashboard, where you can learn more about your team's performance.
With real-time automated synchronization, you will find updated and complete client data in both systems. Statistics displayed in CloudTalk Dashboard can be opened in your Zendesk Sell tool as well, allowing you to have a complete overview of your calls.
How to setup CloudTalk + Zendesk Sell integration
- Log in to CloudTalk Dashboard account here
- Click on Account -> Integrations in the left sidebar menu
- Select Zendesk Sell integration and click on +Add button to install the integration
- You will get redirected to Zendesk Sell Log in page, where you need to log into your account
- If you have multiple accounts, you will be asked to choose which one to integrate with CloudTalk
- After successful login, you will be redirected back to CloudTalk Dashboard
- Once you have completed these quick steps, your integration is ready. Now you can customize your integration according to your business needs.
- Finally, click on the Save button to activate the integration.
Zendesk Sell + CloudTalk - Integration Setup Guide