🚀Zendesk Sell (formerly Base CRM)

Updated 2 weeks ago by Jonas

GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.Base CRM is the well-acclaimed sales platform and productivity tool made for medium-sized businesses and large enterprises from all sorts of industries. Giving team leaders clear insights and providing more accuracy for sales reps, all in a visual and customizable pipeline, results in closing more deals quicker.

Zendesk Sell (formerly Base CRM) is sales force automation software to enhance productivity, processes, & pipeline visibility for sales teams. That means less time updating tasks, more time building relationships & selling. Integrate Zendesk Sell (formerly Base CRM) Contacts and Leads with 140+ applications.

Below you'll find detailed information, specifically for Zendesk Sell integrations:

Supported Zendesk Sell Integrations

Authorizing Zendesk Sell

For Zendesk Sell, we need you to log in to your account, easy as that. When you click 'Authorize' a pop-up window appears requesting your email & password.

If you already authorized Zendesk Sell account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your CONNECTED ACCOUNTS.

Choose your contact type

Distinguish between Contacts or Leads before proceeding to the configuration page.

Learn more about syncing Leads here

[IF] Supported Conditions/Filters

  • Has Tag
  • Customer Status
  • Owner
  • Prospect Status
  • Already existing in the app you sync with

[THEN] Supported Actions

  • Add / Remove Tag
  • Updating field values

Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard Zendesk Sell fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:

PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.

Customizable Field Mapping

For now, we don't support Zendesk Sell customizable contact fields. Therefore, you can only custom map any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping here.

Additional Options

Syncing Deletions

In connections between Google Contacts and Zendesk Sell, you are able to sync deletions one-way. When a contact gets deleted in Google Contacts, we add the tag 'PieSync Trash' to that same contact in Zendesk Sell. You will be able to review this segment first before deleting or taking any other action in Zendesk Sell too.

Syncing Unsubscribes

In connections between Zendesk Sell and some marketing tools we support such as e.g. MailChimp, you are able to sync unsubscribes one-way. When a contact gets unsubscribed in your marketing tool, we add the tag 'PieSync Unsubscribes' to that same contact in Zendesk Sell. You will be able to review this segment first before taking any action in Zendesk Sell too.

The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes here or on Deletions here.
Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By  voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - support@piesync.com.  Don't forget to read our blog for the latest in productivity, apps, and technology!


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