CRM and Deals vs WhatsApp Connector by Respira

CRM and Deals for Zendesk Don’t want to leave Zendesk Support to manage sales? This app makes it real with full integration in your helpdesk. Zendesk CRM and Deals lets you capture sales opportunities that happen during a support process, move them through custom pipelines, and keep customer context in one place. Try it for free for 7 days. Simply install a plugin to your Zendesk. Want to get a personalized app setup? Book a 15-minute demo to customize CRM and Deals for your team and get started faster. What You Can Do with CRM for Zendesk Turn support tickets into sales opportunities When a support conversation reveals a potential sale, you don’t want to switch apps or copy information manually. With CRM and Deals, you can create a deal directly from the ticket view, automatically transferring customer and company details. Run your sales process the way your team works Every team has a unique sales workflow. Build custom pipelines and stages that match your process, move deals with drag-and-drop ease, and automate progression for deals that get stuck. Find the deals that need your attention fast When your pipeline grows, manually searching for deals wastes time. Use filters and quick search to instantly locate deals by assignee, stage, pipeline, or product. Collect the information that matters for each deal Use custom deal forms to collect the details you need, and link deals to specific products or services. Assign user statuses as contact, lead, prospect, or customer to track where each client is in your sales journey. Forecast revenue and focus on top opportunities The default deal form has one handy field called the Expected closing date. With its help, you can plan your sales and get an overview of your performance. Switch to a Forecast mode to see deals you’re expecting to close each month. Measure sales performance and improve results Understand won and lost deals, analyze trends, and review agent or group performance. Record reasons for lost deals and analyze them to identify patterns, improve your process, and prevent future losses. Downloadable reports let you measure results over custom periods and make informed decisions. A Zendesk-native, affordable CRM system CRM and Deals integration for Zendesk brings sales and support together in one place. It’s an affordable alternative to full CRMs like Zendesk Sell or Salesforce, designed specifically for small and mid-sized teams. Secure data practices CRM and Deals by GrowthDot accesses only the Zendesk data needed to deliver its features, follows Zendesk security guidelines, and respects existing roles and permissions. Customer data is processed securely and never shared or sold to third parties. Ready to start with your 7-day free trial? Install it now! P.S. The app is completely free for Sandbox accounts.

You need a Zendesk Suite Professional or Enterprise license for this app to work. If you would like to learn more about upgrading to Zendesk Suite Professional or Enterprise, please speak to your Zendesk representative who will be happy to help. This enterprise class app: Sends immediate and scheduled WhatsApp Proactive messages from the ticket sidebar and the top navbar in the Zendesk Agent workspace. Notifies you instantly if your message does not reach the recipient. Supports multiple phone lines and users. Sends bulk WhatsApp messages using Excel and .csv files. Solves the Facebook 24h response limit issue. Integrates seamlessly with Zendesk Support. See how it works: Ticket sidebar app Bulk messages from file Add WhatsApp Proactive Messaging into your workflows Start WhatsApp conversations, track them, and act automatically on customer´s responses. Avoid the 24h response limit from Facebook. Send messages with videos, documents, images, action buttons, etc. Add Proactive WhatsApp messages to new or existing conversations and to different recipients. Send messages programmatically using our API. Enable macros, triggers and automations to send WhatsApp messages. Send Bulk WhatsApp messages from excel or csv files. Schedule deliveries and manage WhatsApp templates without accessing the WhatsApp administrator. All with zero coding. Track your conversations and add automatic flows Monitor messaging activity using Zendesk Support Views and Zendesk Explore Reports. Get notified instantly if a message cannot be delivered. Get tickets updated with internal notes and tags about delivery results. Update the ticket automatically when your customer responds in a certain way. Extensive documentation Visit our help center and our website for more information on installation, use cases, error management, and more. Data management At Respira, we only store the minimum data required for message delivery: phone numbers and template texts with parameters. Data lives in a dedicated server in Spain (EU) for 90 days. You can opt for an independent database or have our software running on your own infrastructure. More information in our website. Data disclosure Data Collection and Usage This app processes limited customer data to send WhatsApp messages on behalf of Zendesk agents: Customer phone number Customer name (if available in the Zendesk ticket) Customer email (if entered in excel and csv files) Message parameters entered by the Zendesk agent Ticket identifier and related metadata Purpose of Data Processing Sending WhatsApp messages to customers from within Zendesk Associating sent messages with the relevant Zendesk ticket Third-Party Data Sharing The application uses the Conversations API from Zendesk. This app does not use Meta´s WhatsApp Cloud API or any other third-party service. Zendesk processes the data according to its own privacy policies. Data Storage Personal data is stored in a dedicated server in Spain (EU) for 90 days. Data Security All communications are transmitted over secure HTTPS connections. User Control Agents control when messages are sent. No automated messages are sent without agent action unless configured by the administrator. Developed by Respira Internet.