Zendesk Sell

1 introduction 1 introduction 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 2 access to zendesk sell integration 2 access to zendesk sell integration zendesk integration can be set up in the https //agents engati ai/admin/integrations/cloud integrations of engati 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 3 steps to configure zendesk sell integration 3 steps to configure zendesk sell integration 3 1 adding the zendesk sell integration log in to your engati account and go to the “ https //agents engati ai/admin/integrations/cloud integrations ” tab 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 3 2 adding the zendesk sell integration 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 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 3 3 configuring zendesk sell node once you have logged in, you are done with authorizing your account now go to builder > paths and try adding a zendesk sell node 3 4 selecting an action 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 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 please feel free to reach out to support\@engati com