Connectors / Service / Zendesk Sell (formely Base)

Zendesk Sell is a CRM to manage sales processes and customer relationships (updated: 1583146872693)

Zendesk Sell (formely Base)

Zendesk Sell (formerly Base) is a CRM to manage sales processes and customer relationships

Overview

Zendesk Sell (formely Base) is sales force automation software to enhance productivity, processes and pipeline visibility for sales teams.

Authentication

Zendesk Sell uses OAuth2 for authentication. So all that is required is to click on the New Authentcation button and to choose the required scopes (normally this would be all 3, shown below).

Zendesk Sell auth scopes

For more information on using OAuth based authentication, please refer to our guide here.

Example 1 - Create call

In this example, we'll create a call in Zendesk Sell. The only mandatory field in this operation is Phone number.

Other fields that are not mandatory will default to certain values if no value is provided. For example, if no User ID is provided, then it will default to the authenticated user who created the call.

The Made at input field, which is the date/time the call was made at, will default to the current time if no value is provided.

The phone number field is a string, so can include + and - characters to indicate area code.

Phone and User ID input

If populating the Resource type input field, then the Resource ID field must also be populated. This will associate the call with a lead or contact in Zendesk Sell.

Resource type and ID input

To associate the created call with a deal or multiple deals, deal IDs can be added to the Associated deal IDs list.

Deal IDs list

There also the option to associate the call with an entity outside of Zendesk Sell. Do this by using the External ID input field.

Example 2 - List deals

In this example, we'll retrieve a list of deals from Zendesk Sell.

The List deals operation allows you to filter and sort the results.

A specific list of deals can be returned by submitting a list of deal IDs to the Ids input field.

Filter by Deal IDs

There also a number of other resource types the deals can be filtered, please use the appropriate input field for that specific resource. For example, to list all deals belong to one owner, you can use the Owner ID field to do that.

Custom fields can also be filtered on, however, the custom fields must be defined in Zendesk Sell and the Filterable property must be (supported custom field types are: Number, Single Line Text, Dropdown, Multi Select).

To filter custom fields, the field names must be known as these must be entered manually. To add a custom field, click on Add property to custom fields, then enter the custom field name (shown below).

Custom field name filter

This then adds the custom field to the filters. The next step is to add a value to filter on for that custom field. Please ensure that the data type is correct for the kind of field being filtered. This will return all deals with that value for the specified custom field.

Custom field value filter

All Operations

Latest version:

6.0

Delete call

Deletes a call

Delete contact

Delete contact by ID.

Delete deal

Deletes a deal

List lead fields

Return all static and custom fields for the Lead resource.

List deal associated contacts

Returns all deal associated contacts.

Create call

Create a new call

Create contact

Create a new contact. A contact may represent a single individual or an organization.

Create deal

Create a deal in Zendesk Sell.

Create lead

Returns all deals available to the user according to the parameters provided.

Create note

Create a new note and associate it with a Lead, Contact or Deals resource

Create order

Create a new order for a deal.

Create product

Create a new product.

Delete lead

Delete lead by ID.

Delete product

Deletes a product

Firehose

Returns a stream of events for a specific resource

Get call

Return call by ID.

Get contact

Return contact by ID.

Get deal

Returns a single deal available to the user, according to the unique deal ID provided. If the specified deal does not exist, the request will return an error.

Get lead

Return lead by ID.

Get order

Retrieve a single order by order ID

Get user

Return user by ID.

List call outcomes

Returns all calls outcomes

List calls

Returns all calls on the account.

List contact fields

Return all static and custom fields for the Contact resource.

List contacts

Returns all contacts available to the user according to the parameters provided.

List deals

Returns all deals available to the user according to the parameters provided.

List leads

Returns all leads available to the user, according to the parameters provided.

List line items

Returns all line items associated to order.

List orders

Retrieves a list of all orders

List pipelines

Returns all pipelines available to the user, according to the parameters provided.

List products

Returns all products from the catalog according to the parameters provided.

List users

Returns all users on the account.

Raw HTTP Request (Advanced)

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Search resources

Search Zendesk Sell for resources

Update call

Update call with a matching call ID.

Update contact

Update an existing contact.

Update lead

Update lead with a matching lead ID.

Update deal

Update an existing deal.

Update product

Update product

Upsert contact

Create a new contact or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. If no parameters are present, the request will return an error. Behaviour: If multiple contacts match a set of filters, the request will return an error - 409. If a single contact matches, then the existing contact is updated. If none matches the query, a new contact is created. Notice: Use Upsert API, instead of Create or Update, to avoid creating unwanted, duplicated records. Also very useful if you want Zendesk Sell to carry external system ids - stored as custom fields.

Upsert deal

Create a new deal or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. If no parameters are present, the request will return an error. Behaviour: If multiple deals match a set of filters, the request will return an error - 409. If a single deal matches, then the existing deal is updated If none matches the query, a new deal is created. Notice - Use Upsert API, instead of Create or Update, to avoid creating unwanted, duplicated records. Also very useful if you want Zendesk Sell to carry external system ids - stored as custom fields.

Upsert lead

Create a new lead or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. If no parameters are present, the request will return an error. Behaviour: If multiple leads match a set of filters, the request will return an error - 409. If a single lead matches, then the existing lead is updated. If none matches the query, a new lead is created. Notice: Use Upsert API, instead of Create or Update, to avoid creating unwanted, duplicated records. Also very useful if you want Zendesk Sell to carry external system ids - stored as custom fields.