Installing the Act-On app for Zendesk Sell will allow your Sales users to see the Act-On behavior history for Leads and Contact and send emails to Leads and Contacts with custom email templates that use Act-On email tracking.

Essentials to get started

• Zendesk Administrator credentials
• Act-On Account ID
  • Your Act-On Account number is found by navigating in Act-On to find Home > Start and locating the Account widget
• An active connection from Act-On to Zendesk Sell

Instructions

Install the App from the Zendesk Marketplace

1. In Zendesk Sell, navigate to Settings > Apps
2. Click on the Marketplace button located in the top right corner of the My Apps page
3. While in the App Directory, search for “Act-On”
4. Click on Install when Act-On app is visible
   • Act-On App should now display in My Apps > Currently Installed section
5. Click on the Gear icon from the app and select Change settings
6. Add your Act-On Account ID
7. Click Update

Add the Widget

Now that the app has been installed, you can update your Lead and Contact layout to include the newly created widget that has the Act-On Information.

1. Go to Settings > Customize > Layouts
2. From the Leads tab, click and drag the Act-On Software card from the Hidden Widgets over to the Leads widget panel
3. Repeat for the People tab

Next Steps

Once the widget has been installed, make sure your Act-On Administrator registers all Zendesk users for Act-On.