Zendesk Sell
by Zendesk
Sales CRM from Zendesk (formerly Base) for leads, contacts and deals.
- Category
- CRM & Sales
- Type
- CRM
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- Access token, OAuth 2.0
02Data
What you can sync.
- Leads
- Contacts
- Deals
- Tasks
- Calls
- Notes
Join Zendesk Sell leads with billing, support and product usage to see each account in full.
Need more? Name any other Zendesk Sell data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An access token
- OAuth 2.0 (client ID, client secret, refresh token)
Zendesk Sell uses an access token or OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in Zendesk if you need help.
04How it works
How it works in DataMind.
-
Pick Zendesk Sell.
Open Lake, pick Zendesk Sell in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Zendesk Sell API docs.
-
Answer a few questions.
The AI reads the Zendesk Sell documentation, then asks which credentials you will use, which data to sync (for example leads and contacts), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Zendesk Sell data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
