Two-way contact sync between DocuSign and Zendesk Sell (formerly Base CRM)
PieSync integrates DocuSign with Zendesk Sell (formerly Base CRM) for an automatic 2-way contacts sync. Every time you add or update a contact in DocuSign, it is automatically synced with Zendesk Sell (formerly Base CRM), and vice versa - eliminating import/export!
Syncing DocuSign with Zendesk Sell (formerly Base CRM) is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.
Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing DocuSign with Zendesk Sell (formerly Base CRM).
Other available connections on PieSync
More connections with DocuSign and Zendesk Sell (formerly Base CRM) are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.
About PieSync
PieSync works in the background and integrates your contacts two-way and in real time between your favorite cloud apps. This means you will have access to the most up to date customer information, no matter where you are or who entered the data.
About DocuSign
Docusign allows you to send, sign and approve documents with a digital signature from anywhere and on any device. Docusign makes any workflow or approval simple, secure and fully digital, so you can get on with your business and your life.
About Zendesk Sell (formerly Base CRM)
Zendesk Sell (formerly Base CRM) is sales force automation software to enhance productivity, processes, & pipeline visibility for sales teams. That means less time updating tasks, more time building relationships & selling. Integrate Zendesk Sell (formerly Base CRM) Contacts and Leads with 140+ applications.
Your approach is not only safe, but puts the power in our hands. I used to be in the data business many years ago, so your solution makes perfect sense. It helps me develop an approach to keep my information up to date and synchronized.
We’re using PieSync to help a client of ours sync their contacts in two different CRM’s. In one CRM, contacts are signed up for a trial to use our client's software, and in the other CRM, this trial sign-up triggers an automated email workflow. Before PieSync, contacts would be sent from one CRM to the other upon creation. Later, if they signed up for a trial, their updated trial sign-up information wouldn’t be sent from one CRM to the other. This wouldn’t trigger the email automation campaign, and new trial users wouldn’t get the information they needed. Now we have PieSync, and that information is accurate, all the time. Let me know if you need some more information.