We are excited to announce additional updates to our seamless and bi-directional integration with Zendesk Sell CRM! These additional features listed below will enable your organization to accelerate and cultivate strong sales, product, and marketing alignment.
Rapid Lead Transfer
The Act-On/Zendesk Sell integration enables marketers to provide sales-qualified leads in a timely manner. This connection allows for:
- Immediate lead creation from form submissions
- Immediate lead creation from webinar registrations
Get Sales and Marketing on the same page and tailor your lead-nurturing campaigns.
- Add leads to your CRM campaigns from individual Automated Journey Builder steps across multi-channel and multi-touch outreach programs
- Update contact information with each new form submission or activity
- Personalize email recipient data using CRM-specific fields, such as:
- Lead Object
- Personalize email sender information using an automatic “Sales Owner” signature
- Deliver purchase-ready and informed buyers to your sales team
Understand where all of your contacts are in their buyer journeys and deliver based on their actual needs.
- Import specific customer groups
- Ensure up-to-date data and records
- Segment by basic or advanced profiles and behaviors
Combine marketing and sales data for accurate reporting.
- Funnel Report - Bring sales data directly from the CRM in real-time to see where your customers are at each stage of their buying journey
- Revenue Impact Report - Identify all the marketing channels that have the most impact on your sales funnel
- Revenue Attribution - Identify all the marketing tactics that have the most impact on sales to inform improvements to your buyer’s journey
Sales Insights and Outreach
Gain a crystal clear understanding of contact outreach and behaviors without leaving Zendesk Sell.
- The Hot Prospect dashboard details your most valuable and promising leads
- Rapid contact reporting for near real-time outreach
- Email prospects directly through Zendesk Sell using:
- Act-On templates
- Act-On signatures
- Activity tracking
- Lead scoring influence
Please review our Integration Guide on how to get started.