Proactive Campaigns vs Dynamics 365 Connector

Send Bulk Emails, Customer Notifications & Order Updates Directly from Zendesk Your customers and tickets are already in Zendesk. Stop exporting contacts to external tools, like Mailchimp, just to reach your audience. Proactive Campaigns is the #1 native bulk email and SMS tool built inside Zendesk Support — no third-party integrations and data syncing. Segment your Zendesk mailing list or upload a CSV to bring in any external contacts. Then run mass email campaigns from Zendesk, automate follow-ups, send instant notifications, and scale outreach after AI-resolved tickets. 💡 Start your 14-day free trial today — install with one click. Want to get a personalized app setup? Book a 15-minute demo to customize Proactive Campaigns for your team and get started faster. Boost your Zendesk email marketing and start sending email newsletters today! ✅ The app is completely free for Sandbox accounts. Install it in the Sandbox first and validate your workflows before rolling it out to production. Why Zendesk Teams Switch to Proactive Campaigns? No extra tools. No extra cost. Unlike standalone email platforms, Proactive Campaigns lives inside Zendesk. Your campaigns, customer data, support tickets, and reports, all in one place, and for an affordable price. Built for proactive support, not just reactive tickets. Zendesk doesn't offer bulk emailing or mass notifications natively. Proactive Campaigns fills that gap by letting support managers, customer success teams, and marketing ops run full outreach campaigns. Branded templates with drag and drop ease. If you need to boost your email appearance, you can do it with Proactive Campaigns' top feature — the template builder. You no longer need coding or designer skills to create on-brand emails that catch attention and drive results. What Can You Do with Proactive Campaigns? 🚨 Mass notify customers of service incidents and outages For: Support, IT Support, DevOps, Incident Managers When downtime hits, every minute counts. Send mass email notifications to affected users in seconds, link the campaign directly to the problem ticket, and run automated SMS or email follow-ups with fixed delays until the incident is resolved. Proactive Campaigns is the go-to incident notification tool for Zendesk. 📬 Automate customer onboarding & success For: Customer Success Managers, SaaS Teams, E-commerce Segment your Zendesk user list by tags, dates, plan tier, or any other custom field, to automatically trigger personalized onboarding sequences. Guide every new customer through their journey without your CS team lifting a finger. 📲 Reduce churn with timely SMS reminders For: Subscription Businesses, E-commerce Schedule campaigns to automatically notify customers about subscription renewals, expiring services, or other important dates via email or SMS. Proactive Campaigns ensures you never miss a chance to stay top-of-mind and retain customers. 🔄 Proactive upsells & cross-sells directly in Support For: Sales-Support Hybrid Teams, E-commerce, SaaS Turn your support inbox into a revenue channel. Send personalized follow-ups based on customer behavior, track opens, clicks, replies, and unsubscribes, and A/B test subject lines and content to continuously improve results. 🛠 Streamline bulk ticket updates For: Zendesk Admins, Operations Teams Beyond messaging, Proactive Campaigns is a powerful bulk ticket updater. Update fields, statuses, tags, and internal notes across hundreds of tickets at once. No complex automation setups, no Zendesk triggers needed. Powerful Features Built for Your Team: Mass emailing and SMS from Zendesk, no third-party sync Import CSV lists or build segments from Zendesk users, tickets, or orgs Custom email templates: drag-and-drop, rich text, or HTML Email automations with scheduled timing Auto-insert placeholders for easy personalization A/B testing on subject lines, content, and calls to action Email tracking — opens, clicks, and unsubscribes per campaign Spam filter precheck before every send CSAT surveys embedded directly in campaigns Automatic follow-ups based on customer behavior Pay only for agents who have access to the app You're only charged for the agents who really use the app—no overpaying! Check out all pricing plans here. Want to see it in action? 👉 Install the app and activate your free trial now! How we handle your data Proactive Campaigns app accesses only the minimal data needed to deliver campaign features, fully following Zendesk guidelines. All actions happen entirely inside your Zendesk account. Your information is encrypted, stored securely on AWS, and never shared with third parties, keeping your data safe at all times. If you still have questions about the app, ask us at [email protected].

Deliver a complete view of your customers for your Agents as well as your Sales team with a dynamic two-way "virtual" integration between Zendesk Ticket data and Microsoft Dynamics 365 data. The Dynamics 365 Connector allows Account, Contact, and Opportunity data from Dynamics 365 to be displayed when viewing a Ticket, User or Organization within Zendesk. It also includes a Ticket grid that can be deployed within Dynamics 365 that allows users to view, update and create tickets from the Dynamics 365 system. All views can be customized to display additional data from the Zendesk Tickets or Dynamics 365 entities, including custom fields. Watch Overview Video Improve customer satisfaction with better conversations Get more visibility on relevant customer data, such as customer account size or contract status, from Microsoft Dynamics 365 on Zendesk ticket pages. Enable your Support team to deliver a personal service experience and ensure customer satisfaction with customer profile information from Dynamics 365 in their Zendesk view. Sync your Sales and Support teams for faster resolutions Easily collaborate to resolve customer issues faster with access to support ticket information in a custom Zendesk panel within Microsoft Dynamics 365. Stay up to date on the status of the account and customer with the ability to view, update and create tickets in Microsoft Dynamics 365, with a live connection to Zendesk. Custom Views Includes Popdock App Edition account to allow for customizations to the default Zendesk and Dynamics 365 Lists. Connections can be set up to view data from additional systems, such as your ERP, eCommerce platform, payment gateway, shipping carriers, and more. Additional Connections require Popdock Business or Premium Actions Available in Dynamics 365 * Open Contact in Dynamics 365 * Change priority * Change status * Create Ticket * Open Ticket in Zendesk * Set Ticket as spam Available in Zendesk * Update Contact * Create Contact * Open Contact in Dynamics 365 * Update Account * Open Account in Dynamics 365 * Update Opportunity * Open Opportunity in Dynamics 365 * Search Contacts * Search Accounts Compatibility Microsoft Dynamics 365 Customer Engagement (CE) Microsoft Dynamics 365 Sales Microsoft Dynamics CRM 2016+ On-Premise (non ADFS) powered by Popdock