Zendesk Sell

zendesk sell is a sales crm platform that helps teams track leads, manage deals, and automate sales tasks integrating zendesk sell with make com enables users to automate lead management, deal updates, and sales activity tracking across tools this is ai generated content based on official zendesk sell documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www zendesk com/sell/ directly requirements to use the zendesk sell app in make, you must have an active zendesk sell account and authenticate using oauth 2 0, https //www zendesk com/sell/ for subscription, refer to the https //www zendesk com/sell/ connect zendesk sell and {{product name}} to get started, you must first create a connection between zendesk sell and {{product name}} , allowing the two services to communicate obtain your oauth2 credentials in your zendesk sell account create the connection in make obtain your oauth2 credentials in your zendesk sell account before you create the connection in {{product name}} , you should first obtain your oauth2 credentials in your zendesk sell account to obtain your oauth2 credentials navigate to settings click applications click the add application or register application button enter your application name if prompted, enter the callback uri https //www integromat com/oauth/cb/zendesk sell click save or register to create the application copy the client id displayed on screen copy the client secret displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //developer zendesk com/api reference/sales crm/authentication/introduction/ create the connection in {{product name}} https //www make com/en/register , add the zendesk sell module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your zendesk sell account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page zendesk sell modules after connecting to the zendesk sell app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a company contact adds a new company contact record to your database or contact list create a deal creates a new sales deal record in your crm system create a deal source creates a new source for tracking or categorizing deals create a lead creates a new lead record, which can represent either an individual person or an entire organization in your system create a lead source adds a new lead source entry to your system create a note creates a new note entry in your selected application create a person contact adds a new contact record for an individual person create a product creates a new product in your account only users with administrator privileges can add new products create a task creates a new task, allowing you to either generate a standalone (floating) task or link the new task to a specific resource type for better organization delete a contact permanently deletes a specified contact from your account if the contact cannot be found, an error will be returned this action is irreversible delete a deal permanently deletes a selected deal along with all its linked contacts in one action if the deal cannot be found, an error will be returned please note that this action is irreversible delete a deal source deletes a selected source from your account delete a lead permanently deletes a specified lead from your system; if the lead does not exist, an error will be returned this action cannot be reversed delete a lead source deletes a specified source from your account delete a note permanently deletes a specified note by its id if the provided note id does not exist, an error will be returned this action cannot be reversed delete a product permanently removes a selected product from your inventory delete a task permanently deletes a specified task from your account; if the task does not exist, an error will be returned this action cannot be reversed get a contact retrieves detailed information for a specific contact based on the unique contact id you provide; if the contact cannot be found, an error will be returned get a deal retrieves detailed information about a specific deal get a deal source retrieves detailed information about a specific source get a lead retrieves detailed information for a specific lead based on the unique lead id you provide; if the lead cannot be found, an error will be returned get a lead source retrieves detailed information about a specific source get a note retrieves a specific note belonging to the user by using the provided unique note id; if the note id is not found, an error will be returned get a product retrieves detailed information about a specific product get a task retrieves detailed information about a specific task assigned to the user, based on the provided unique task id make an api call executes a custom api request to the connected service using your authorized credentials search contacts retrieves a list of all contacts, including custom fields that are filterable (supported types number, single line text, dropdown, and multi select) custom fields must be predefined and set as filterable search deal sources retrieves a list of all deal sources accessible to the user based on the specified parameters search deals retrieves a list of all deals accessible to the user based on the specified parameters search lead sources retrieves a list of all lead sources accessible to the user based on the specified parameters search leads retrieves a list of all leads accessible to the user based on the specified search parameters search notes retrieves a list of all notes accessible to the user based on the specified parameters search products retrieves a list of all products from your catalog based on the specified search parameters search tasks retrieves a list of all tasks assigned to the user based on the specified parameters search users retrieves a list of all users based on the specified parameters update a company contact updates the details or information of an existing company update a deal updates the details of an existing deal; if the specified deal cannot be found, an error will be returned update a deal source updates the details or settings of an existing source update a lead updates the details of an existing lead; if the specified lead cannot be found, the module will return an error update a lead source updates the details or data associated with a specified source update a note updates the content or details of an existing note update a person contact updates the details of an existing person in your database update a product updates the details of an existing product if the specified product cannot be found, an error will be returned only account administrators are authorized to modify product information update a task updates the details of an existing task watch contacts triggers whenever a new contact is added or an existing contact's information is modified watch deals triggers whenever a new deal is added or an existing deal is modified in your account watch deals enter new stage triggers when a deal moves into a different stage within your sales pipeline watch leads triggers when a new lead is added or when an existing lead's information is updated in your system watch notes triggers whenever a new note is added or an existing note is modified watch products triggers whenever a new product is added or an existing product's details are modified watch tasks triggers whenever a new task is added or an existing task is modified templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} zendesk sell resources you can have access to more resources related to this app on the following links https //community make com/search?q=zendesk%20sell https //www zendesk com/sell/ https //developer zendesk com/api reference/sales crm/introduction/ https //www make com/en/integrations/zendesk sell