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Welcome to Datagrid
Welcome to Datagrid
Zendesk - Sell

Zendesk - Sell

The Zendesk Sell connector allows you to seamlessly pull data from your Zendesk Sell account into Datagrid. This integration enables you to leverage Datagrid's powerful data analysis and visualization tools with your Zendesk Sell data, providing enhanced insights and reporting capabilities for your sales processes.

1. How-to

1. Prerequisites

To configure the Zendesk Sell connector, follow these steps:

  • An active Zendesk Sell account with the necessary permissions to access the data you want to import into Datagrid.
  • A Zendesk Sell API key. You can generate this from your Zendesk Sell account settings.
  • Select the data you want to import into Datagrid.

2. Connect

Creating a dataset from the Zendesk Sell connector involves selecting the specific data you want to import via Zendesk Sell:

  1. Connect Zendesk Sell App: a. Click on the "+ Create” Button on the top left of the screen. b. Select the "Connect Apps" item. c. Search for the Zendesk Sell connector from the list. d. Log in with your Zendesk Sell account. Zendesk Sell may prompt you to authorize Datagrid's access to your Zendesk Sell data. Grant the necessary permissions to proceed. e. Click on the “Next” button.
  2. Pick your Data: a. Pick the Zendesk Sell data you want to include in your dataset (e.g., Leads, Contacts, Deals). b. Click the “Start First Import” Button to start syncing your Zendesk Sell dataset.

3. Set Up a Schedule

Scheduling regular data pulls ensures your Datagrid datasets remain up-to-date with the latest information from Zendesk Sell:

  1. Navigate to Zendesk Sell Dataset: a. Go to the left side panel and locate and click on the Zendesk Sell dataset you created.
  2. Schedule Settings: a. Click on the “...” on the top right of the dataset. b. Click on “Edit Pipeline” to edit your connector's name. c. Click the “Schedule” button on the right, beside the “Import Configuration” button.
  3. Configure Schedule: a. Set the desired frequency for data pulls (e.g., daily, weekly, monthly). b. Specify the time of day for the data pull to occur. c. Specify downtime if needed – when the sync should not happen. d. Click the “Update” button to update the new configuration.

2. Data Access

  • Leads
  • Contacts
  • Deals
  • Tasks
  • Events
  • Notes
  • Users
  • Pipelines
  • Stages

3. Use Cases

  • Sales Performance Analysis: Use Datagrid to analyze Zendesk Sell's sales data to track key metrics such as lead conversion rates, deal win rates, and sales revenue.
  • Pipeline Management: Integrate Zendesk Sell's pipeline data with other sales and marketing data in Datagrid to optimize sales processes, identify bottlenecks, and improve sales forecasting.
  • Customer Relationship Management: Combine Zendesk Sell's contact data with customer support and engagement data in Datagrid to gain a 360-degree view of your customers and improve customer satisfaction.
  • Lead Generation Analysis: Use Datagrid to analyze Zendesk Sell's lead data to identify trends, track lead sources, and improve lead generation efforts.
  • Sales Team Performance: Integrate Zendesk Sell's user data with sales performance data in Datagrid to track individual and team performance, identify top performers, and optimize sales team effectiveness.

4. FAQ

Q: What types of data can I import from Zendesk Sell into Datagrid?

  • A: You can import a wide range of data, including leads, contacts, deals, tasks, events, notes, users, pipelines, and stages.

Q: How often can I schedule data pulls from Zendesk Sell?

  • A: You can schedule data pulls daily, weekly, or monthly, depending on your needs.

Q: What permissions are required to connect Zendesk Sell to Datagrid?

  • A: You need an active Zendesk Sell account with the necessary permissions to access the data you want to import into Datagrid. Ensure you have the correct API key.

5. Support & Additional Resources