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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

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