Engati - User Guide
...
Building Your Bot
Configuring Integrations
Zendesk Sell
11min
Zendesk Sell is a sales CRM software tool that enhances productivity, processes, and pipeline visibility for sales teams.
Customers can now integrate their Zendesk Sell account with Engati. This allows you to:
- Sync and manage contacts with Zendesk Sell
Zendesk Integration can be set up in the Integrations workflow of Engati.
![Document image Document image](https://images.archbee.com/FEqjvWZnyymr_PEhXLLlG/1g0mZqSOraOUPzqFcRjTv_image4.png?format=webp)
Once the Integration with an account is completed, the integration APIs can be used within the Conversation flow using the Zendesk Sell Node under + Add Node > Integrations > Zendesk Sell.
![Document image Document image](https://images.archbee.com/FEqjvWZnyymr_PEhXLLlG/Upmo1RPBFXgyK3QvYIsSk_image2.png?format=webp)
![Document image Document image](https://images.archbee.com/FEqjvWZnyymr_PEhXLLlG/HF-XLspE-AMy5VZWcjNSM_image11.png?format=webp)
- Click on ‘Connect’
- Click on ‘Continue’ in the modal that appears requesting ‘Authorization access’
- In the modal that appears requesting to ‘Connect a new app’, choose ‘Zendesk Sell’ to authenticate and add a new account for automation.
- Provide API Key for Zendesk Sell:
![Document image Document image](https://images.archbee.com/FEqjvWZnyymr_PEhXLLlG/o28VPGoXd9eIEmVt0bOsR_image3.png?format=webp)
- API Key: You can find your API Key by signing on to Zendesk Sell Account
- Click ‘Settings’ from the sidebar and navigate to OAuth > Access Tokens > Add Access Tokens
![Document image Document image](https://images.archbee.com/FEqjvWZnyymr_PEhXLLlG/z2qkdmk-RQ-_4bq1PMIXi_image9.png?format=webp)
![Document image Document image](https://images.archbee.com/FEqjvWZnyymr_PEhXLLlG/8utensJqXf9a-LkvuasVK_image8.png?format=webp)
- Copy the API key displayed
- Paste this key in the API Key field on the Integry Configuration page above
- Click on ‘Proceed’
- Your account should now be connected
![Document image Document image](https://images.archbee.com/FEqjvWZnyymr_PEhXLLlG/RaStEg6DzM_NRtl1sGAKW_image6.png?format=webp)
- Once you have logged in, you are done with authorizing your account.
![Document image Document image](https://images.archbee.com/FEqjvWZnyymr_PEhXLLlG/eWRqRqjFOD_zsAWweTfjE_image10.png?format=webp)
- Now go to Builder > Paths and try adding a Zendesk Sell node.
![Document image Document image](https://images.archbee.com/FEqjvWZnyymr_PEhXLLlG/9dgK2coHSE1sQdwa0hxgM_image1.png?format=webp)
- Once you select your account, you can choose an Action, from the list of Actions available, to be performed on your account. The list of available Actions are:
- Create Company
- Create Contact
![Document image Document image](https://images.archbee.com/FEqjvWZnyymr_PEhXLLlG/wAq8FnhgUZVK0Drcf0p-M_image7.png?format=webp)
- Once you select the Action, you can also authorize a new account here or use a previously authorized account
- Once you select the Action it populates various rows that are required to complete the Actions and assign different attributes for each row with respect to what information is required
- Once you have finished assigning the attributes, save the node, and your integration will be ready
![Document image Document image](https://images.archbee.com/FEqjvWZnyymr_PEhXLLlG/kZz6LmoKXxOv4Gt_7NmeP_image5.png?format=webp)
Please feel free to reach out to [email protected]
Updated 05 Jul 2024
![Doc contributor](https://s3.amazonaws.com/archbee-animals/lion.png)
![Doc contributor](https://s3.amazonaws.com/archbee-animals/cat.png)
Did this page help you?