Zendesk Sell

Connect Zendesk Sell to ZigiOps. OAuth API token setup, connected system configuration, and integration templates for CRM and sales lead workflows.

What is Zendesk Sell integration in ZigiOps?

Zendesk Sell is a sales CRM platform used for managing leads, contacts, deals, and sales pipelines. It provides sales teams with tools for activity tracking, pipeline visibility, and customer engagement across the sales lifecycle.

ZigiOps enables integration between Zendesk Sell and other CRM, ITSM, and communication platforms. Using OAuth-based API token authentication, ZigiOps connects Zendesk Sell to external systems to support automated lead creation, sales data synchronization, and cross-team workflows.

With ZigiOps, Zendesk Sell can:

• Receive incoming email leads and automatically create Zendesk Sell lead records

• Participate in bi-directional workflows between CRM and other business platforms

• Support automated sales data synchronization across connected systems

• Integrate with communication and ITSM tools without custom scripting

Which Zendesk Sell versions are supported?

Please note that using a supported version is mandatory.

Product	Supported Deployment Types	Supported Versions
Zendesk Sell	All	All

Are there any environmental prerequisites for Zendesk Sell?

Confirm the prerequisites of the corresponding integration template before continuing, as some templates may not require all environmental prerequisites.

How do I create an API token in Zendesk Sell?

1

Log in to Zendesk Sell

Log in to your instance using your credentials and navigate to the OAuth 2 Settings page.

2

Add a user token

In the Access Tokens section, click +Add User Token.

3

Save the token

Fill in the Description field and click Save.

4

Copy the access token

A modal window will display your newly generated access token. Copy the access token and store it for further use, as it will be required during your first call.

Once the modal window is closed, it is impossible to retrieve your access token. If you cannot find your token information, you will need to generate a new token.

How do I connect Zendesk Sell to ZigiOps?

Zendesk Sell - Connected System Configuration

Follow the steps below to add your Zendesk Sell instance as a connected system.

1

Log in to ZigiOps

Log in to your ZigiOps instance.

2

Open Zendesk Sell connected systems

Navigate to Connected Systems > Add New System > Zendesk Sell.

3

Configure the system

Configure the following parameters:

Server URL Input the URL of your instance. Example: https://zendesksell.example.com

API Token Input the Zendesk Sell API token.

Proxy Settings (optional) Enables the usage of a proxy server.

4

Save the system

Examine the settings and, if they are correct, click Save to store the system.

Once saved, Zendesk Sell becomes available for use in ZigiOps integration templates.

What are the most common Zendesk Sell integration use cases?

Incoming email leads to Zendesk Sell

Incoming email communications can be automatically processed by ZigiOps and converted into Zendesk Sell lead records, enabling sales teams to capture and track new leads without manual data entry.

What integration templates are available for Zendesk Sell?

ZigiOps provides the following integration template for Zendesk Sell:

• Incoming Emails - Zendesk Sell leads

Each template includes:

• Predefined entity mappings

• Direction of synchronization

• Entity-specific logic and filtering rules

Contact [e-mail] for detailed template availability.

Summary

The Zendesk Sell integration in ZigiOps enables:

• OAuth API token-based authentication for all Zendesk Sell deployment types

• Support for all Zendesk Sell versions

• Automated lead creation from incoming email communications

• CRM data synchronization workflows

• Important: API tokens cannot be retrieved after the modal is closed; store them immediately

• Optional proxy configuration

ZigiOps allows Zendesk Sell to participate in enterprise-grade CRM and sales automation ecosystems without requiring custom development.