Triggers in Zendesk Sell: Automation Explained
How do triggers work in Zendesk Sell?
Triggers in Zendesk Sell automate specific parts of a sales rep's workflow. When a trigger event occurs, such as a deal being updated to a certain value, it prompts the evaluation of predefined conditions. If these conditions are met, the trigger carries out the specified action, streamlining processes and reducing manual effort.
Triggers are a powerful tool for enhancing productivity and ensuring that important actions are taken automatically.
More related questions
What is a contact in Zendesk Sell?
In Zendesk Sell, a contact can be either a person or a company. Contacts are essential as they can be linked to one or more deals, allowing you to track who is involved in specific sales opportunities. Additionally, a person contact can be…
How does a lead become a contact in Zendesk Sell?
In Zendesk Sell, a lead is a person or company that has never worked with your organization. When a lead is qualified, it converts into a contact. This conversion is crucial as it signifies that the lead has shown enough interest or potential to be…
What defines a customer in Zendesk Sell?
In Zendesk Sell, a customer is defined as a contact associated with a won deal. Once a deal is successfully closed, the contact involved in that deal is labeled as a customer. Over time, a customer can become a past customer if manually set by a…
What is a deal in Zendesk Sell?
A deal in Zendesk Sell represents an opportunity or potential sale that you track through your sales pipeline. Deals are central to the sales process as they can involve one or more contacts and are used to monitor the progress of sales…
How does engagement work in Zendesk Sell?
Engagement in Zendesk Sell involves creating and automating personalized outreach to prospects through email sequences. This process is designed to streamline communication and ensure consistent follow-up with leads and contacts, enhancing the…
What is enrichment in Zendesk Sell?
Enrichment in Zendesk Sell refers to building complete profiles of leads or contacts by replacing outdated information with relevant, up-to-date data. This process ensures that your sales team has access to accurate and comprehensive information,…
How are groups used in Zendesk Sell?
In Zendesk Sell, groups can be used in two ways: by information or by role. Grouping by information allows you to segment and report on specific objects, such as sales reps. Grouping by role is permission-based, such as admin roles, and helps in…
What is a prospect in Zendesk Sell?
A prospect in Zendesk Sell is a contact with an active deal. If the deal stage changes to lost or unqualified, the prospect becomes a lost prospect. This classification helps in tracking the status of potential sales and adjusting strategies…
What are sequences in Zendesk Sell?
Sequences in Zendesk Sell are a series of automated tasks designed to streamline workflows and engage leads and contacts. These tasks can include follow-up phone calls, sending emails, and making connections, all scheduled in a timeline to ensure…
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