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Connect with Zendesk Sell
Connect with Zendesk Sell

How to connect QuoteMachine and Zendesk Sell together

JD avatar
Written by JD
Updated over a week ago

From a Zendesk deal, it's possible to automatically create a QuoteMachine online Quote. It will greatly improve the sales experience for you and your customers and also facilitate payment collection.

Connect Zendesk and QuoteMachine

The two steps below are required to connect QuoteMachine with Zendesk and navigate seamlessly between the two apps.

1 - Connect Zendesk to QuoteMachine from QuoteMachine's integration settings

2 - Activate the smart link integration from Zendesk with the right redirect URL

Automatically synchronize custom fields

Pushing custom fields you have in Zendesk to QuoteMachine automatically will help you customize documents with the right information. See the below video with the required steps to have them synchronize.

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