Zendesk Sell

• Zendesk Sell Integration Guide

  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 co...

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• Connect to Zendesk Sell

  To begin using Act-On's integration with Zendesk, you will need to connect your accounts.  Essentials to Get Started Act-On Marketing User or Administrator access Zendesk Personal Access Token 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...

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• Set Up Score Fields for Zendesk Sell

  Prior to connecting, we recommend setting up the custom fields in Zendesk Sell that will display the score(s) for your Leads and Contacts in the CRM. You can have more than one score in Act-On. You will need a field for each scoresheet. Read more here about how scoring is set up in Act-On. Essentials to Get Started Zendesk Administrator access Instructions Your Zendesk Administrator will need...

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• Install Act-On for Zendesk

  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 locati...

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• Set Up Zendesk Sell Users in Act-On

  To allow a Zendesk Sell user access to Act-On features, they must be added in Act-On as a Sales User. Essentials to get started Act-On Administrator credentials Zendesk Sell user information, including Email Addresses, First Name, and Last Name Instructions Add Users in Act-On To add a user: Go to Settings > Users > Sales Users Click Add 'Sales Portal' User Enter their information ...

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• Act-On for Zendesk Sell User Guide

  Act-On Contact Report The Act-On Contact Report shows a short summary of the activities your lead or contact has performed that Act-On can track. Act-On Account Report The Account Report combines the data from Act-On and Zendesk Sell to provide a cumulative view of all Leads and Contacts associated with an Account record. For more information on the Account Report please see the associated arti...

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