🚀 Zendesk Sell’s Sales Triggers: Automating Your Workflow
Are you tired of manually updating your deals and leads in Zendesk Sell? Do you want to automate your workflow and save time? Look no further than Zendesk Sell’s Sales Triggers. In this article, we’ll walk you through how to set up a Sales Trigger and how it can benefit your business.
📋 Table of Contents
– Introduction
– What are Sales Triggers?
– How to Set Up a Sales Trigger
– Adding Conditions to Your Sales Trigger
– Examples of Sales Triggers
– Benefits of Using Sales Triggers
– Pros and Cons of Sales Triggers
– Frequently Asked Questions
– Conclusion
What are Sales Triggers?
Sales Triggers are a feature in Zendesk Sell that allow you to automate your workflow by setting up triggers that perform actions based on certain conditions. For example, you can set up a trigger that marks a deal as “hot” if its value is greater than $2500 and the currency is in US dollars or British pounds. This can save you time and ensure that your deals are always up-to-date.
How to Set Up a Sales Trigger
To set up a Sales Trigger in Zendesk Sell, navigate to the “Settings” tab and scroll down to “Business Rules” and click on “Triggers.” From there, you can see a list of your current triggers and add a new one by clicking on the “Builder” button.
In the builder, you’ll need to give your trigger a name and select the trigger event. In our example, we selected “when deal is updated.” From there, you can add conditions to your trigger, such as the deal value and currency. Finally, you can add actions to your trigger, such as marking the deal as “hot” and updating the deal stage.
Adding Conditions to Your Sales Trigger
You can add multiple conditions to your Sales Trigger to ensure that it only performs actions on the deals that meet specific criteria. For example, you can add a condition that the deal currency is in US dollars or British pounds. You can also add nested conditions to your trigger, such as “if the deal value is greater than $2500 and the currency is in US dollars or British pounds.”
Examples of Sales Triggers
Here are some examples of Sales Triggers that you can set up in Zendesk Sell:
– Mark a deal as “hot” if its value is greater than $2500 and the currency is in US dollars or British pounds.
– Move a deal to the “qualified” stage if its value is greater than $5000 and the currency is in US dollars.
– Send an email to the lead owner if a deal has been inactive for more than 30 days.
Benefits of Using Sales Triggers
Using Sales Triggers in Zendesk Sell can provide several benefits to your business, including:
– Saving time by automating your workflow.
– Ensuring that your deals are always up-to-date.
– Improving your sales process by moving deals through the pipeline more efficiently.
– Reducing errors and inconsistencies in your data.
Pros and Cons of Sales Triggers
Pros:
– Saves time and reduces manual work.
– Ensures that your deals are always up-to-date.
– Improves your sales process and efficiency.
Cons:
– Can be complex to set up and maintain.
– May require technical knowledge or assistance.
– Can lead to over-automation and loss of personal touch with customers.
Frequently Asked Questions
Q: Can I set up Sales Triggers for leads as well as deals?
A: Yes, you can set up Sales Triggers for both leads and deals in Zendesk Sell.
Q: Can I add multiple actions to a Sales Trigger?
A: Yes, you can add multiple actions to a Sales Trigger, such as updating the deal stage and sending an email notification.
Q: Can I set up Sales Triggers for specific users or teams?
A: Yes, you can set up Sales Triggers for specific users or teams in Zendesk Sell.
Conclusion
Zendesk Sell’s Sales Triggers can help you automate your workflow and save time. By setting up triggers that perform actions based on specific conditions, you can ensure that your deals are always up-to-date and move through the pipeline more efficiently. While Sales Triggers can be complex to set up and maintain, the benefits they provide make them a valuable tool for any sales team.