Sage Intacct and Zendesk Sell Integration

Sage Intacct and Zendesk Sell Integration
  • May 29, 2024

The integration of Zendesk Sell and Sage Intacct is designed to reduce inbound support, increase the visibility of support tickets, and align your sales and finance teams in real time.

The integration between Zendesk Sell, a leading customer relationship management (CRM) platform, and Sage Intacct, a robust financial management software, seamlessly combines the capabilities of both systems to provide businesses with enhanced support and improved financial alignment. This integration brings several key benefits that streamline operations and optimize overall performance.

Overall, the integration of Zendesk Sell and Sage Intacct offers a comprehensive solution that addresses the challenges of managing customer support and financial operations. By reducing inbound support, increasing the visibility of support tickets, and aligning sales and finance teams, this integration empowers businesses to enhance customer experiences, drive growth, and achieve operational excellence.

Benefits of Integration between Sage Intacct and Zendesk Sell

  1. Improved Business Processes:
    • Zendesk offers drag-and-drop tools to help you create business processes that save time and money.
    • Sage Intacct integrates seamlessly with Zendesk Sell, providing a streamlined experience.
  2. Management of Support Tickets:
    • The integration allows easy management of support tickets, agents, and users.
    • With third-party applications like Workato, you can configure the integration without relying on developers. This ensures a code-free experience.
  3. Data Synchronization:
    • When a new accounts payable bill is created in Sage Intacct, it will be recorded in Zendesk Sell.
    • Updates and new contacts are also synced between the two platforms.
    • This integration simplifies recording expenses, contacts, receivables, and payables in one application, synchronizing data between Sage Intacct and Zendesk Sell.
  4. Custom Actions:
    • You can set up custom actions using webhooks to sync data or trigger specific actions in either application based on user activities.
    • Sage Intacct also integrates well with Salesforce. Configuring the integration of Zendesk Sell and Sage Intacct ensures that data recorded in Sage Intacct is available in both Salesforce and Zendesk Sell.
  5. Enhanced Contact and Client Management:
    • Manage contacts and clients more easily.
    • Create deals and record potential purchases for clients in Zendesk Sell. Sage Intacct will reflect changes, facilitating seamless data flow between sales and finance operations.

Steps to integrate Zendesk Sell with Sage Intacct

You can use 3rd party tools such as Zapier to integrate Zendesk Sell with Sage Intacct.

  1. Choose the app that you’ll want data to be synced from. (This is the app where you’ll record the data first.)
  2. Choose the trigger that initiates the data sync.
  3. Select the filters, if applicable. Filters enable you to fine-tune your automation flow so that only the data that fulfills the criteria gets synced.
  4. Select the second app as Zendesk Sell or Sage Intacct.
  5. Test the automation scenario. You can schedule the automation to run at specific intervals if everything works.

Manual Configuration

If you prefer configuring the integration manually through your developers, you can use the REST API with the OAuth app provided by Zendesk to set up the integration.

FAQs: Sage Intacct and Zendesk Sell Integration

Q. What are the main benefits of integrating Zendesk Sell with Sage Intacct?

A. The integration reduces inbound support, increases the visibility of support tickets, and aligns your sales and finance teams in real time. It also streamlines business processes, saving time and money.

Q. How does the integration help in managing support tickets?

A. The integration allows easy management of support tickets, agents, and users. With third-party applications like Workato, you can configure the integration without needing developers, ensuring a code-free experience.

Q. What happens to accounts payable bills created in Sage Intacct?

A. When a new accounts payable bill is created in Sage Intacct, it will be recorded in Zendesk Sell. Updates and new contacts are also synced between the two platforms.

Q. Can I use webhooks to automate actions between the apps?

A. Yes, you can set up custom actions using webhooks to sync data or trigger specific actions in either application based on user activities.

Q. Does Sage Intacct integrate with other platforms?

A. Yes, Sage Intacct also integrates well with Salesforce. Configuring the integration with Zendesk Sell ensures that data recorded in Sage Intacct is available in both Salesforce and Zendesk Sell.

Q. How does the integration improve contact and client management?

A. The integration allows you to manage contacts and clients more easily, create deals, and record potential purchases for clients in Zendesk Sell. Sage Intacct will reflect changes, ensuring seamless data flow between sales and finance operations.

Q. Can I manually configure the integration?

A. Yes, if you prefer configuring the integration manually, your developers can use the REST API with the OAuth app provided by Zendesk to set it up.

Q. How does Zendesk and Sage Intacct integration reduce Inbound Support?

A. By integrating Zendesk Sell with Sage Intacct, businesses can streamline their support processes and reduce the volume of inbound support requests. The integration allows support teams to view customer financial information within Zendesk Sell, enabling them to resolve issues more promptly and effectively. This reduces the need for customers to contact support, resulting in increased efficiency and improved customer satisfaction.

Q. Can the integration between Zendesk Sell and Intacct increase the visibility of support tickets?

A. The integration gives sales and finance teams real-time visibility into support tickets, fostering better collaboration and faster resolution times. Support agents have access to customer financial data in the Zendesk Sell interface, allowing them to understand the context of support requests and provide more relevant and personalized responses. This increases the efficiency of support processes, reduces the risk of duplicate work, and enhances the overall customer experience.

Q. How does the data sync between Zendesk Sell and Sage Intacct help Sales and Finance Teams?

A. The integration aligns sales and finance teams by providing them with a shared platform to collaborate in real time. The integration allows sales reps to view financial information related to customer accounts, enabling them to make more informed sales decisions. Finance teams can also access customer support history and track the resolution of support cases, ensuring that financial processes are aligned with customer interactions. This collaboration improves operational efficiency, fosters better communication, and enhances the alignment of sales and finance strategies.

 

 

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