To begin using Act-On's integration with Zendesk, connect your Act-On and Zendesk Sell accounts. Once they're connected, you can sync CRM data and act on behavior scores directly inside Zendesk Sell.
Why this matters: Without this connection, your sales team in Zendesk Sell has no visibility into the marketing activity Act-On is tracking, and Act-On can't push qualified leads into the CRM where sales actually works.
Essentials to Get Started
- Act-On Marketing User or Administrator access
- Zendesk Personal Access Token (the link goes to developers.getbase.com — Zendesk Sell's developer portal, still under its legacy domain from when the product was called Base CRM)
- If you do not have your Zendesk Personal Access Token saved, you will need to reset it.
Note: Integration is only supported with the following Zendesk Tier subscriptions
-
-
- Elite 2018
- Growth 2022
- Pro 2022
- Ent 2022
-
Instructions
- Log in to your account at Act-On.com
- Navigate to Settings > Connectors > CRM > Zendesk Sell
- Click Connect
- Enter your Access Token
- Click Login
Once you are logged in and successfully connected, the page will reflect that the Zendesk Sell connector is active.
Next Steps
Now that you are connected to Zendesk, you can continue setting up your integration by asking your Zendesk administrator to create a Behavior Score field in Zendesk.
When this is done, you are ready to sync. Set up your data fields and schedule recurring syncs by visiting the Data Management panel.
Related to