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

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.

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.