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How to integrate Zendesk Sell with Plecto

  1. Go to Data management > Data sources > + New data source > Zendesk Sell.

  2. Click Next and sign in to your Zendesk Sell account.

  3. Select the data you want to import.

  4. Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.

  5. Click Next to choose how much data to import and how long you want to keep it in the data source.

  6. Click Import to finish.

Available data

Currently, you can import the following data from Zendesk Sell to Plecto:

  • Contacts

  • Deals

  • Lead conversions

  • Leads

  • Notes

  • Stages

  • Tasks

  • Text messages