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Zendesk Sell

Plecto HelpFeaturesIntegrationsIntegration guides

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 types you want to import to Plecto.

  4. (Optional) Click the Advanced settings to change the data source title, default date field used in formulas, or other settings. You can access the settings also after you've created the data source.

  5. Click Next to finish and import your data.

Available data types

For each data type you add, Plecto will create one data source in Data management > Data sources. Currently, you can import the following data types:

  • Contacts

  • Deals

  • Lead conversions

  • Leads

  • Notes

  • Stages

  • Tasks

  • Text messages