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Get Started FreeTriggers when a deal enters a new stage.
Triggers when a new contact is created.
Triggers when a new deal is created.
Triggers when new lead is created.
Triggers when a new note is created.
Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.
Triggers when a new task is created.
Triggers when an existing contact is updated.
Triggers when an existing lead is updated.
Triggers when an existing deal is updated.
Calendar Event Start
New Calendar Event
New Contact
New Email
Updated Calendar Event
Creates a company.
Creates a new deal.
creates a new lead.
Creates a note
Creates a person
Creates a product in a catalog
Create and Update Contact
Creates a task
Updates an existing company.
Updates an existing deal.
Updates a lead.
Updates an existing person.
Create Event
Triggers when a deal enters a new stage.
Triggers when a new contact is created.
Triggers when a new deal is created.
Triggers when new lead is created.
Triggers when a new note is created.
Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.
Triggers when a new task is created.
Triggers when an existing contact is updated.
Triggers when an existing lead is updated.
Triggers when an existing deal is updated.
Calendar Event Start
New Calendar Event
New Contact
New Email
Updated Calendar Event
Creates a company.
Creates a new deal.
creates a new lead.
Creates a note
Creates a person
Creates a product in a catalog
Create and Update Contact
Creates a task
Updates an existing company.
Updates an existing deal.
Updates a lead.
Updates an existing person.
Create Event
Choose Zendesk Sell as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Microsoft Exchange as the action app from the list.
Connect your Microsoft Exchange account & authenticate it.
Select the data you want to send from Zendesk Sell to Microsoft Exchange & your AI Agent is ready!
New Task
Create Event
New Lead
Create Event
New Contact
Create Event
Updated Contact
Create Event
New Deal
Create Event
Zendesk Sell is an online and mobile-based customer relationship management solution that enables B2B and B2C sales professionals to manage sales, track prospects, and communicate with customers proactively from any location.
Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.
The integration between Zendesk Sell and Microsoft Exchange is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating Zendesk Sell with Microsoft Exchange, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Zendesk Sell-Microsoft Exchange integration:
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