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Early Access: Document Apps for Sell

The Apps listed below can be enabled on your Sell account to help give your sales reps important context and visibility into documents involved across your salescycle. Easily collaborate with other departments or teams in your organization, that may not have access to Sell, by connecting your document management tools to Sell. 

We recommend starting with this help article if you haven't already checked it out: Early Access: Apps for Zendesk Sell

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Box

What is Box? Box is a document management platform and file sharing service that improves collaboration with other employees or departments in your organization. Learn about Box here.

What is the Box App? With a few clicks, the Box App can be added to your Zendesk Sell account and will appear along the right hand side of your Deal cards. The Box App allows you to:

  • Create new Box folders directly from a Deal card in Sell
  • Add documents or files to Box folders (only those created from Sell) and access them from your Deals
Tip: If you haven’t signed up for the Early Access Program, get in line here!

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How it benefits sales teams? Collaboration with other departments across your organization is made easy when it comes to document or file sharing-- teams or employees in your company that don't have access to Sell can now drop files into Box folders that were created from Sell,  to have documents show up right from within the Sell interface.

 

Dropbox

What is Dropbox? Dropbox is a file storage and synchronization service that helps businesses to store files on their servers, sync files across devices, and easily share documents within their organization.

Note: As a reminder, we have a native integration with Dropbox that can work together with this new App. Learn more here!

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What is the Dropbox App? The App will allow you to: 

  • Create and share a Dropbox folders directly from a Deal card in Sell
  • See every file added to your Dropbox folder on the Deal card, making it easy to manage documents with teams in your organization who may not have access to Sell

 

Google Drive

What is Google Drive? Google Drive is a file storage and document sharing platform that helps businesses to securely store documents, sync files across devices, and easily share files within their organization. 

Note: As a reminder, we have a native integration with Google Drive that can work together with this new App.

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What is the Google Drive App? The Google Drive App allows you to:

  • Create and share a Google Drive folders directly from a Deal card in Sell
  • See every file added to your Google Drive folder on the Deal card, making it easy to manage documents with teams in your organization who may not have access to Sell
Tip: If you haven’t signed up for the Early Access Program, get in line here!