Act-On’s seamless integration with Zendesk Sell makes it easier for marketing to deliver more highly qualified, sales-ready leads to the sales team.
Marketing can create lead-management programs that update fields, assign owners, and convert leads directly in Zendesk Sell.
Your sales team never has to leave Zendesk Sell to get real-time information and complete activity history for leads and contacts, or even to send Act-On email.
Read on to learn how to integrate Act-On with Zendesk Sell.
Connect to Zendesk Sell
Prior to integrating, the accounts must be connected. Follow our guide for setting up your connection between Act-On and Zendesk Sell.
Synchronize Zendesk Sell Data with Act-On
Now that you are connected, there are several steps to complete so that you can synchronize data fields, import marketing lists, generate reports based on CRM data, and send personalized emails on behalf of your sales team.
Create Custom fields for Act-On
Prior to syncing, we recommend setting up the custom field(s) that will enable Behavior Score visibility in Zendesk Sell. To set up these fields in Zendesk Sell, provide this guide to your Zendesk Administrator:
Set Up Your Data Sync
Visit Data Management to set up your Zendesk objects (such as Leads and Contacts) and their associated data fields. This setup may be completed by an Act-On Administrator or any marketing user.
Set Up Data Management for Zendesk Sell (coming soon)
Set Up the Act-On Widget in Zendesk Sell
Install the App and Widget
The Act-On App in Zendesk Sell Marketplace will allow your users to utilize Act-On features directly from Zendesk Sell. You will need to work in conjunction with your Zendesk Sell Administrator to install and configure the widget.
Set Up Sales Users
To use the widget, Act-On Administrators must register any Zendesk users who need access.
Use Act-On from Zendesk
Provide your Zendesk Sell Administrator the instructions to configure the Act-On widget.
View Contact Report & Send Act-On Emails (coming soon)