Zendesk Sell

The Zendesk Sell connector calls the deals of a pipeline stage, or all leads, in a Dialfire campaign. After each call it logs the call in Sell, with its outcome, and updates the fields.

For the principles shared by all connectors, see How connectors work.

Requirements

• A Dialfire account and a Zendesk Sell account.
• A Dialfire user with administrator rights.
• A Sell plan with API access (Core or higher).
• A Sell user who may see and edit leads, contacts, deals and calls.

Step 1: Connect Zendesk Sell

1. Install the Dialfire app from the Zendesk Marketplace, or open connect.dialfire.com/connectors/zendesk and sign in to Dialfire with your administrator user.
2. Sign in to Zendesk Sell and accept the access.

Step 2: Link deals or leads

1. Module: choose Deals or Leads.
   • For deals, choose the pipeline and the stage. Only deals in that stage are called.
   • With Leads, all leads of your Sell account are linked. There is no filter.
2. The count button next to the source shows how many records match.
3. Choose the Dialfire campaign type and a title, then click .

Step 3: Fields and phone number

Open the binding with .

• Fields: sections for deal, contact and lead fields, including your custom fields. Custom fields with a dot in their name (for example "Cat.") can't be synchronized. Rename them in Sell.
• Phone number fields (first match wins): tick one or more fields. Dialfire dials the first one that contains a number. The connector suggests fields based on a sample of your records ("x/25 with a number").
• Import contacts into task and Move completed contacts to task: the tasks in which new and completed contacts are placed.

How the synchronization works

• New records arrive with the regular synchronization (about every 10 minutes while the campaign is being called, or when you click Synchronize).
• Changes are applied at night (between 1 and 5 am) or when you click Synchronize.
• Deals that leave the stage are taken out of the call queue once two synchronizations in a row confirm it (a manual synchronization does it immediately).

What Dialfire writes to Zendesk Sell

After each call, when the contact passes the Zendesk Push task:

• Call: a call entry on the lead or contact and the deal, with the phone number, duration and a link to the recording.
• Call outcome: if your Sell account has a call outcome with the same name as the Dialfire result, it is set. For example, the Sell outcome "Not interested" matches the Dialfire result not interested. So name your Sell call outcomes like your Dialfire results.
• Fields: changed values of the selected fields. Records that don't exist in Sell yet are created. A new deal needs a contact or a company.

Appointments booked in Dialfire are not sent to Sell.

Setting up Dialfire for your calls

Each binding creates a new campaign in your Dialfire account. Log in to Dialfire and:

1. Set the caller ID for your outgoing calls.
2. Add your agents in the Users menu.
3. Check the call and recording settings of the tasks.
4. Check the contact form (menu Campaign, Form view) and make sure the fields your agents need are visible.

See How connectors work for an example of such a campaign.

The campaign template already contains the Zendesk Push task, which sends the results to the CRM after each call. You can adapt the task flow and the form to your needs at any time.

Need help?

New to Dialfire? Have a look at our documentation or contact our support team.

Troubleshooting

Situation	Solution
"No Zendesk Sell pipelines found" / "No stages found …"	Create the pipeline and stages in Sell, then reload.
"The Zendesk Sell authorization is not getting anywhere"	Click Go to the Zendesk Sell authorization and sign in again. Your bindings stay as they are.
A custom field doesn't show up in Dialfire	Remove the dot from the field name in Sell.