Engati - User Guide
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Building Your Bot
Configuring Integrations

Zendesk Sell

11min

1. Introduction 

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

2. Access to Zendesk Sell Integration

Zendesk Integration can be set up in the Integrations workflow of Engati. 

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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.

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3. Steps to configure Zendesk Sell Integration

3.1 Adding the Zendesk Sell Integration

  • Log in to your Engati account and go to the “Integrations” tab.
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  • 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:
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3.2 Adding the Zendesk Sell Integration

  • 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
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  • 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
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3.3 Configuring Zendesk Sell Node

  • Once you have logged in, you are done with authorizing your account.
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  • Now go to Builder > Paths and try adding a Zendesk Sell node.
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3.4 Selecting an action

  • 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
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  • 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
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Please feel free to reach out to [email protected]

Updated 05 Jul 2024
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