Getting Started - Zendesk Sell

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Follow these steps to connect your Zendesk Sell and automate your tasks effortlessly.

Find Zendesk Sell: Use the search bar to locate Zendesk Sell from the list of available apps.

                         

Select Zendesk Sell: Click on Zendesk Sell to begin the integration process.

                         

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.

                                       

• 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.