Zendesk Sell (formerly Base CRM)
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.
[IF] Supported Conditions/Filters
- Has Tag
- Customer Status
- 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:
Customizable Field Mapping
You can custom map your Zendesk Sell Custom Fields and any additional standard fields that aren't included in the default mapping yet if you're subscribed to the Elite plan. 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.
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.
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.