Zendesk Sell Integration with Notta
Connect Zendesk Sell with Notta to automate note-taking during your customer calls and have those notes synced into your CRM with one click.
Overview
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Zendesk Sell is a sales CRM software tool that enhances productivity, processes, and pipeline visibility for sales teams.
Notta will auto-generate meeting notes and summaries. With the Notta + Zendesk CRM integration, users can seamlessly transfer meeting summaries and action items directly from Notta into their Zendesk contacts. This integration eliminates the need for manual data entry, ensuring all relevant client interactions are captured and readily accessible in one centralized place.
Features and benefits
No more manual data entry
Relieve your sales team from manually entering client meeting notes. Instead, they can focus on more valuable tasks, like nurturing leads and closing deals.
Enhanced follow-up
Avoid forgetting important tasks and takeaways by having those documented directly on their Zendesk CRM Contacts, ensuring a more consistent follow-up process.
Improve team collaboration
By having meeting notes readily available in Zendesk Sell, your sales team gains a clear, real-time view of each deal’s progress and coordinates more effectively.
How to connect Notta + Zendesk Sell
1. Sign in to Notta and click ‘Integrations & Apps’ on the left sidebar, then choose ‘CRM’.
2. Find Zendesk Sell and click the ‘Connect’ button.
3. Sign in to your Zendesk account, then follow the on-screen instructions to complete integration.
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Never taking notes manually again
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