Easy

Easy point and click

Fast

Setup in under 5 minutes

Secure

Secure data architecture

Base CRM

Base CRM Integration

One way sync
CRM
(OAuth Coming Soon)

Datasets

Companies

Contacts

Deal Sources

Deals

Lead Sources

Leads

Loss Reasons

Notes

Orders

Pipelines

Products

Stages

Tags

Tasks

Users

Auto export Base CRM data to OneDrive for Business

Every 10 Minutes, Hourly, Daily, Weekly


Full DatasetsData IntegrationFlat files

Zendesk Sell is a sales force automation (SFA) tool to enhance productivity, processes, and pipeline visibility for sales teams.

OneDrive for Business

Export and sync comprehensive Base CRM datasets to Excel Online XLSX or CSV files in OneDrive for Business folders on a recurring, automatic basis. Historical data is included. Connect to PowerBI via OneDrive or Excel Online.

OneDrive for Business

External Resources about OneDrive for Business:

Wikipedia

Capterra

G2

GetApp