Add the Zendesk Sell integration to your phone system with just a few clicks. Reach more prospects and convert leads effectively. Save time and boost sales today!
Handle calls directly in Zendesk Sell and increase efficiency with CloudTalk autodialers
Benefit from 2-way real-time synchronization (Calls, Notes, Contacts, Recordings, Tags)
Gain deeper insight into the performance of your agents and the quality of your customer interactions with custom reporting
Optimize workflow efficiency with state-of-the-art automation tools
Zendesk Sell is a modern CRM for sales teams to maximize productivity, maintain pipeline visibility, and grow revenue. Plan, track and analyze your sales processes with ease. Build data-driven teams to unlock their true potential and keep up with customer expectations in real-time.
Connect CloudTalk’s advanced calling features with Zendesk’s comprehensive CRM platform. Connect with customers more efficiently than ever.
Increase the number of calls and easily create campaigns with call scripts, so your agents can focus on prospects instead of filling out contact details. Seamlessly browse through information about your clients with a real-time customer card, either before or during the call.
Level up your business processes across platforms with optimized workflows. Set up automatic follow-up SMS messages for calls (with a specific tag), order confirmations, and payment reminders. Ensure your customers always reach the right agent for the job with skill-based routing, or let people solve their issues quickly with IVR.
Track important data with real-time 2-way synchronization, including deals, tickets, and contacts. Stay informed with premium call center statistics and call monitoring. Evaluate agents and see who has the best result and who needs to improve.
Reach your global growth goals. Enjoy the benefits of CloudTalk + Zendesk Sell integration. Initiate calls directly from Zendesk Sell with click-to-call or create single-click call queues with a smart dialer.
Zendesk Sell is also an excellent tool for omnichannel communications. The integration logs all relevant client information across both platforms, including name, contact details, interaction history, and recordings. Your agents don’t have to be uploading the same information twice.
WATCH
THE VIDEO
#01
Log in to CloudTalk Dashboard account here
#02
Click on Account – Integrations in the left sidebar menu
#03
Select Zendesk Sell integration and click on + Add button to install the integration
#04
You will get redirected to Zendesk Sell Log in page, where you need to log into your account
#05
If you have multiple accounts, you will be asked to choose which one to integrate with CloudTalk
#06
After successful login, you will be redirected back to CloudTalk Dashboard
#07
Once you have completed these quick steps, your integration is ready. Now you can customize your integration according to your business needs
#08
Finally, click on the Save button to activate the integration
“CloudTalk is a much better software than any other tools I have used. I LOVE the HubSpot integration they offer – perfect for our other technology tools!“
Jordan S.
Zendesk Sell is a modern CRM for sales teams to maximize productivity, maintain pipeline visibility and grow revenue. Plan, track and analyze your sales processes with ease. Build data-driven teams to unlock team performance and keep up with customer expectations in real time.
After linking Zendesk Sell to CloudTalk, all relevant information about the client is automatically logged into the caller’s customer profile on both platforms. It includes the caller’s name, contact details, and history of interactions, including data on calls and recordings. This simple integration will centralize all your communication in one place.
1. Handle calls directly in Zendesk Sell and increase efficiency with CloudTalk autodialers
2. Benefit from 2-way real-time synchronization (Calls, Notes, Contacts, Recordings, Tags)
3. Gain deeper insight into the performance of your agents and the quality of your customer interactions
4. Optimize workflow efficiency with state-of-the-art automation tools
1. Automatic follow-up via SMS with a specific tag after each call
2. Agent workflows
3. Call details exported into the chosen system (CRM, helpdesk, eCommerce, communication, Business Intelligence, etc.)
One of the major reasons for the success of VoIP telephony is its ability to integrate with a wide variety of tools.
Equip your sales team with the best CRM system and unlock its full potential in 2023.
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