Getting Started - Zendesk Sell
Follow these steps to connect your Zendesk Sell and automate your tasks effortlessly.
Step 1: Select Zendesk Sell from viaSocket’s Library of Apps
Select Zendesk Sell: Click on Zendesk Sell to begin the integration process.
Step 2: Authenticate
Authentication Prompt: After selecting Zendesk Sell, viaSocket will prompt you to authenticate your Zendesk Sell account.
Log In to Zendesk Sell: If you are not already logged in, you will be asked to log into your Zendesk Sell account.
Map Data Fields, Test and Save
- Ensure that data from the triggering app is correctly mapped to the fields in Zendesk Sell. This might involve mapping email content to a lead’s details or form submissions to contact records.
- Before finalizing, run a test to ensure everything is set up correctly.
- Once you are satisfied with the test results, save your step.