Zendesk Sell
Email to Zendesk Sell,
the easy way
ForwardThis is the simple tool that connects your email to Zendesk Sell. Forward any email along with some simple instructions, and it’s handled. Nothing to download, nothing to set up. Works with dozens of your other apps too.
Setup in 30 seconds.
How it works
Connect Zendesk Sell
Create a free account and connect Zendesk Sell. It takes about 30 seconds, and you only do it once.
Forward an email
Forward any email to your ForwardThis address along with your instructions. One email can ask for several things at once.
Done.
ForwardThis replies when it's done, with a short summary and links to what it made - and an undo button if something doesn't look right.
Just forward it
to do@forwardthis.io
Fwd: Enquiry about your onboarding packages
Add Dana as a lead in Zendesk Sell and set a task for me to call her tomorrow.
---------- Forwarded message ----------
Hi - I run a small lettings agency and we're looking at outsourcing our client onboarding. Could you send over pricing? Dana Whitfield, Harcourt Lettings.
New lead: Dana Whitfield
Harcourt Lettings
Call Dana about onboarding pricing
Due tomorrow
Undo available for 24 hours if something does not look right.
Some other examples
- “Create a deal for Harcourt Lettings called Onboarding retainer.”
- “Add a note to the Meridian Group deal: they want the January pricing.”
- “Move the Fairway renewal deal to Negotiation.”
Everything ForwardThis can do in Zendesk Sell
Look up a contact
Look up a person or company
Create contact
Add a person or company
Update contact
Update a person or company
Add CRM record
Add a lead or deal
Update CRM record
Update a lead or deal
Look up records
Look up leads or deals
Read a record
Read a lead or deal
Add note
Add a note to a lead, contact or deal
Create task
Add a task
Update task
Update or complete a task
Look up tasks
Look up tasks
Change tags
Change tags on a lead, contact or deal
Convert record
Convert a lead
Try it with a real email.
Forward any work email to the address below and see what ForwardThis can do. No signup required.
Occasional product emails may follow.
Why you need ForwardThis
Email is messy, every message asking for something different. It means constantly leaving your inbox and juggling tabs. ForwardThis skips all of that: forward an email along with some simple instructions, and it’s handled. Compatible with every email provider, and it works across the apps you’re already using.
Questions
- How do I send an email to Zendesk Sell?
- Forward the email to your ForwardThis address with your instructions, like "add Dana as a lead and set a task to call her tomorrow". ForwardThis creates the lead and the task in Zendesk Sell and replies to confirm. The first time, you'll need a free account with Zendesk Sell connected, which takes about 30 seconds.
- Can ForwardThis create a lead from a forwarded email?
- Yes. Forward the enquiry and say "add this as a lead". ForwardThis reads the name, company and contact details from the email itself and creates the lead in Zendesk Sell. Contacts are protected from duplicates too: if a person with the same email address already exists, their record is updated rather than copied.
- Do I have to set anything up first?
- Connect Zendesk Sell once, which takes about 30 seconds, and you're done. There's nothing else to set up: each email you forward says what should happen to it.
- What if it gets something wrong?
- The confirmation reply includes an undo that works for 24 hours. If a lead lands with the wrong name or a deal moves to the wrong stage, one click puts it back. And if someone on your team has worked on the record since, ForwardThis leaves their changes in place rather than undoing over them.
- Can it update deals as well as create them?
- Yes. From a forwarded email you can move a deal to a named stage, mark it won or lost, change the amount, or hand it to someone else. A deal in Zendesk Sell always belongs to a contact, so when you create one you name the person or company it's for and ForwardThis finds them by name or email.
- How is this different from Zendesk Sell's own email integration?
- Zendesk Sell's built-in email integration syncs your inbox, so conversations appear on the right contacts automatically. If all you want is a record of the conversation, use it: it's good at that. ForwardThis is for the emails that need something done: a lead created, a deal moved, a note added, a task set. You forward the email, say what you want, and it happens in Zendesk Sell, or in any of your other apps.
- Is this a Zendesk Sell email automation tool like Zapier?
- It does the same kind of work with none of the setup. Zapier and most Zendesk Sell integrations have you build the automation first and hope the next email fits it. ForwardThis works the other way round: you forward the one email in front of you and say what should happen. If you have a high-volume feed that's always the same, Zapier is the better choice. For everything else that lands in your inbox, forwarding is faster.