Overview - Zendesk Sell

If you are using Clickatell apps for chat support and Zendesk Sell for CRM, our integration with Zendesk Sell will enable you to:

• Access Zendesk Sell customer data in the Chat Flow and Chat Desk applications.

• Keep your Zendesk Sell data up-to-date.

• Add sales leads to Zendesk Sell from the Chat Flow application to save time and hassle.

• Say goodbye to switching tabs or searching through multiple systems to get customer context - it's all right at your fingertips!

Chat Flow Features

You’ll be able to use the following features in Chat Flow:

• Fetch customers' info from Zendesk Sell and use that info while building customer journeys in Chat Flow. For example, build a specific user journey if a sales lead is tagged as ‘vip_customer’.

• Add sales leads automatically to Zendesk Sell from Chat Flow to save time and hassle.

Chat Desk Features

You’ll be able to use the following features in Chat Desk:

• View the customer's Zendesk Sell profile details while engaging with them in Chat Desk to serve the customer faster and better.

How do I integrate Zendesk Sell with Clickatell?

• Add the Zendesk Sell integration in your Clickatell Portal.

• You'll require information from the Zendesk Sell app itself:

  • If you already have a Developer App in Zendesk Sell for this integration, follow these steps.

  • If you need to create a Developer App in Zendesk Sell first, follow these steps.