--- title: Zendesk Sell slug: zendesk-sell description: How to integrate Zendesk Sell with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_zendesk-sell.png docTags: createdAt: 2025-02-03T13:29:08.530Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/zendesk-sell.png" alt="Zendesk Sell logo" caption size="50" width="512" height="512"} | 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. | | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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 [Zendesk Sell](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, [create your account on Zendesk Sell](https://www.zendesk.com/sell/). For subscription, refer to the [Zendesk Sell pricing page](https://www.zendesk.com/sell/). # Connect Zendesk Sell and Make To get started, you must first create a connection between Zendesk Sell and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your OAuth2 credentials in your Zendesk Sell account** ::: :::WorkflowBlockItem **Create the connection in Make.** ::: :::: ## Obtain your OAuth2 credentials in your Zendesk Sell account Before you create the connection in Make, you should first obtain your **OAuth2 credentials** in your Zendesk Sell account. To obtain your **OAuth2 credentials **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to** Settings**. ::: :::WorkflowBlockItem Click** Applications**. ::: :::WorkflowBlockItem Click the** Add Application** or** Register Application** button. ::: :::WorkflowBlockItem Enter your** application name**. ::: :::WorkflowBlockItem If prompted, enter the** callback URI**: `https://www.integromat.com/oauth/cb/zendesk-sell`. ::: :::WorkflowBlockItem Click** Save** or** Register** to create the application. ::: :::WorkflowBlockItem Copy the** Client ID** displayed on screen. ::: :::WorkflowBlockItem Copy the** Client secret** displayed on screen. ::: :::: You will use this value while creating a connection in Make. Because the UI might have changed, the steps you see on your screen might be different, [check the vendor documentation for updates.](https://developer.zendesk.com/api-reference/sales-crm/authentication/introduction/) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Zendesk Sell module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 **[Connect an application](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 scenarios. :::ExpandableHeading ### Create a Company Contact Adds a new company contact record to your database or contact list. ::: :::ExpandableHeading ### Create a Deal Creates a new sales deal record in your CRM system. ::: :::ExpandableHeading ### Create a Deal Source Creates a new source for tracking or categorizing deals. ::: :::ExpandableHeading ### Create a Lead Creates a new lead record, which can represent either an individual person or an entire organization in your system. ::: :::ExpandableHeading ### Create a Lead Source Adds a new lead source entry to your system. ::: :::ExpandableHeading ### Create a Note Creates a new note entry in your selected application. ::: :::ExpandableHeading ### Create a Person Contact Adds a new contact record for an individual person. ::: :::ExpandableHeading ### Create a Product Creates a new product in your account. Only users with administrator privileges can add new products. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### Delete a Deal Source Deletes a selected source from your account. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### Delete a Lead Source Deletes a specified source from your account. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### Delete a Product Permanently removes a selected product from your inventory. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### Get a Deal Retrieves detailed information about a specific deal. ::: :::ExpandableHeading ### Get a Deal Source Retrieves detailed information about a specific source. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### Get a Lead Source Retrieves detailed information about a specific source. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### Get a Product Retrieves detailed information about a specific product. ::: :::ExpandableHeading ### Get a Task Retrieves detailed information about a specific task assigned to the user, based on the provided unique task ID. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### Search Deal Sources Retrieves a list of all deal sources accessible to the user based on the specified parameters. ::: :::ExpandableHeading ### Search Deals Retrieves a list of all deals accessible to the user based on the specified parameters. ::: :::ExpandableHeading ### Search Lead Sources Retrieves a list of all lead sources accessible to the user based on the specified parameters. ::: :::ExpandableHeading ### Search Leads Retrieves a list of all leads accessible to the user based on the specified search parameters. ::: :::ExpandableHeading ### Search Notes Retrieves a list of all notes accessible to the user based on the specified parameters. ::: :::ExpandableHeading ### Search Products Retrieves a list of all products from your catalog based on the specified search parameters. ::: :::ExpandableHeading ### Search Tasks Retrieves a list of all tasks assigned to the user based on the specified parameters. ::: :::ExpandableHeading ### Search Users Retrieves a list of all users based on the specified parameters. ::: :::ExpandableHeading ### Update a Company Contact Updates the details or information of an existing company. ::: :::ExpandableHeading ### Update a Deal Updates the details of an existing deal; if the specified deal cannot be found, an error will be returned. ::: :::ExpandableHeading ### Update a Deal Source Updates the details or settings of an existing source. ::: :::ExpandableHeading ### Update a Lead Updates the details of an existing lead; if the specified lead cannot be found, the module will return an error. ::: :::ExpandableHeading ### Update a Lead Source Updates the details or data associated with a specified source. ::: :::ExpandableHeading ### Update a Note Updates the content or details of an existing note. ::: :::ExpandableHeading ### Update a Person Contact Updates the details of an existing person in your database. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### Update a Task Updates the details of an existing task. ::: :::ExpandableHeading ### Watch Contacts Triggers whenever a new contact is added or an existing contact's information is modified. ::: :::ExpandableHeading ### Watch Deals Triggers whenever a new deal is added or an existing deal is modified in your account. ::: :::ExpandableHeading ### Watch Deals Enter New Stage Triggers when a deal moves into a different stage within your sales pipeline. ::: :::ExpandableHeading ### Watch Leads Triggers when a new lead is added or when an existing lead's information is updated in your system. ::: :::ExpandableHeading ### Watch Notes Triggers whenever a new note is added or an existing note is modified. ::: :::ExpandableHeading ### Watch Products Triggers whenever a new product is added or an existing product's details are modified. ::: :::ExpandableHeading ### Watch Tasks Triggers whenever a new task is added or an existing task is modified. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # Zendesk Sell resources You can have access to more resources related to this app on the following links - [Zendesk Sell topics on Make community](https://community.make.com/search?q=Zendesk%20Sell) - [Zendesk Sell website](https://www.zendesk.com/sell/) - [Zendesk Sell API documentation](https://developer.zendesk.com/api-reference/sales-crm/introduction/) - [Zendesk Sell page on make](https://www.make.com/en/integrations/zendesk-sell) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::