Text your leads from Zendesk Sell and automatically log all text conversations as notes on leads and contacts or deals. Combine the robust features of Textline with Zendesk Sell to make sure that your team can use business texting to create more leads, respond instantly to prospects, and close deals faster.
Here's how your Textline messages will appear in Zendesk Sell.
Textline's SMS extension for Zendesk Sell.
Keep everything in sync
When a contact texts your number, Textline opens a note and can attach it to a lead, contact, or deal (depending on configuration). Both tools will remain in sync as the conversation progresses. The contact's Zendesk details are then automatically added to your Textline Address Book when you converse with them. You can also use Textline natively from Zendesk. Initiate and respond to text messages using the top bar or sidebar widgets.
Use all of Textline’s features in combination with the Zendesk Sell integration
Shortcuts — Store templates for frequently used messages.
Transfer — Transfer text conversations between team members.
Notifications — Receive desktop, email, and mobile alerts.
Auto Responses — Use automated greetings and away messages.
Whispers — Leave private notes for internal team discussions.
Metrics — Understand sales interactions and monitor team performance.
MMS — Send and receive photos, videos, and attachments.
Address Book — Zendesk contacts sync into Textline when a message occurs.
How to install
Sign in or sign up for a Textline account. (You must have administrator permissions in both Textline and Zendesk Sell to set up the integration.)
A page to Zendesk Sell will open. If not already signed in, enter your credentials and log in. You may need to click on the “Sign in with Zendesk” button if you created your Sell account after January 2020.
Once logged in, click to approve and connect Zendesk Sell with Textline.
Now inbound texts will create notes associated with leads or contacts in Zendesk Sell. (Notes are tagged with textline). You can also change the integration to create notes that are associated with deals instead.
Click the install button in the Zendesk Marketplace to add a top bar Textline widget and a sidebar app that reveals Textline conversations that correspond to the currently visible Zendesk Sell deal.
Get started with Textline for Zendesk Sell
If your team is ready to start texting, sign up for your free 14-day Textline trial. Already have a Textline account? Get set up in minutes.
