Engati - User Guide
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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.
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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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- 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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- 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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- 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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- 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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