CRM INTEGRATION UPDATE: Act-On now fully integrates with Zendesk Sell! Featured

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

Holistic Nurturing

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
• Contact
• Organizations
• Deals
• Owners
• Users
• Personalize email sender information using an automatic “Sales Owner” signature
• Deliver purchase-ready and informed buyers to your sales team

Funnel Optimization

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

Reporting

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. 

• 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.