Zendesk Sell for Zoho Desk | Online Help - Zoho Desk

Zendesk Sell for Zoho Desk

The Zendesk Sell for Zoho Desk extension makes it easy for you to know your customers' details so that you can better prioritize and manage tickets in Zoho Desk. It lets you manage contacts, deals, and tasks between these applications. You can view all the information from Zendesk Sell within Zoho Desk. You can also add new customer details from Zoho Desk to Zendesk Sell.

Installing the extension

The Zendesk Sell extension can be installed from the Zoho Marketplace or from your Zoho Desk account.

To install from Zoho Desk:
  1. Log in to your Zoho Desk account with Administrator privileges.
  2. Click the Setup icon (  ) in the top bar.
  3. Under Marketplace, click All.
  4. Search for 'Zendesk Sell' in the search bar on the right.
  5. Select the Zendesk Sell extension, then click Install.
  6. Under General Settings, select profiles whose agents can access the extension in Zoho Desk.

  7. Agree to the Terms of Use, then click Install.
  8. Click Authorize and select the portal in which you want to install the extension.
  9. Click Authorize in the pop-up to authorize your Zendesk Sell account.
Upon successful installation, the extension can be accessed from the left tab of the ticket detail page.

Accessing the extension

The extension can be accessed from the right tab of the ticket detail page. To access the extension, open a ticket from your portal.
  1. Click the Extensions icon (  ) on the right side of the ticket detail page.
    All extensions installed in this location will be listed.
  2. Select Zendesk Sell.
    The Zendesk Sell widget will be displayed in the right panel of the ticket detail page.

Creating Contacts

You can create a contact in Zendesk Sell from the Zoho Desk if there is no contact associated with the email in the ticket opened.
  1. Click the Create Contact button, to add the customer details to Zendesk Sell.
  2. Enter the First name, Last Name (mandatory field), and Mobile Number of the customer.
  3. The Email field will be auto-populated.
  4. Click Create.
    The customer's details will be added to Zendesk Sell.

Managing Deals

Click the Deals tab under the contact information to view information about the deals associated with the customer. If the details of the deals associated with a customer are available in Zendesk Sell, they will be displayed in this tab. If the details are not present, you can add them to Zendesk Sell.
  1. The Title, Value, and Status of the latest five deals associated with a customer will be displayed in a tabular format.
  2. Click View more to view more details about deals.
    You will be redirected to the Zendesk Sell page.
  3. Click Add Deal to add new deals to the contact.
  4. Enter Deal Title (mandatory field) and Deal Value.
  5. Click Add.

Viewing Tasks

  1. Click the Tasks tab to view the details of the future engagement with the customer. 
    The task details and the customer's name will be displayed.
  2. Click Add Task to add new tasks to the contact.
  3. Enter Task Content (mandatory field) and Due Date.
  4. Click Add.

Uninstalling the extension

  1. Click the Setup icon (  ) in the top bar.
  2. In the Setup Landing page, click All under Marketplace.
  3. In the Marketplace page, click Installed Extensions.
  4. Choose Zendesk Sell from the list of extensions.
  5. Click the More icon (  ) in the upper-right corner of the Zendesk Sell extension setup page.
  6. Select Uninstall Extension.
  7. Click Confirm.

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