Zendesk Sell

• Zendesk Sell Integration Guide

  Act-On’s 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, o...

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• Connect to Zendesk Sell

  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 wher...

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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 lets your sales team see the Act-On behavior history for Leads and Contacts, and send emails to them using custom email templates that carry Act-On email tracking. Why this matters: Sales reps who can see Act-On behavior history right inside Zendesk Sell can prioritize and personalize their outreach without switching tools. Essentials to get started ...

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• Set Up Zendesk Sell Users in Act-On

  To allow a Zendesk Sell user access to Act-On features, add them in Act-On as a Sales User. Why this matters: Without a matching Sales User record in Act-On, your Zendesk Sell users won't have access to Act-On features. Essentials to get started Act-On Administrator credentials Zendesk Sell user information, including Email Addresses, First Name, and Last Name Add Users in Act-On To add ...

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• Act-On for Zendesk Sell User Guide

  This guide covers what your sales team can do with the Act-On app inside Zendesk Sell — from checking a lead's Act-On activity to sending trackable emails without leaving the CRM. Why this matters: Once your users know where to find this information, they can prioritize hot prospects and personalize outreach using real engagement data instead of guessing. Act-On Contact Report The Act-On Conta...

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