Zendesk Sell

Introduction

Zendesk Sell (formerly Base) is sales force automation software to enhance productivity, processes, and pipeline visibility for sales teams.

Supported actions

For your Zendesk Sell account, YAP supports the following actions:
    Create deal
    Update company
    Create lead
    Create company
    Create person
    Update deal
    Update lead

Setup requirements

Before setup, check that you have granted to YAP the permission to send notification to your Zendesk Sell account. For this, sign in to Zendesk Sell and authorize the permissions requested by YAP.

Connection

All requests to the Sell API must be authenticated and must include a valid access token. The Sell API utilizes the industry-standard OAuth 2.0 protocol.
The greatest benefits of the OAuth protocol are its security and developer simplicity. Before we dive into the details and advantages of OAuth 2.0, we need to introduce some OAuth 2.0 nomenclature:
Field
Type
Description
Access Token
Required
Credentials provided by the authorization server that provide access to protected resources.
Refresh Token
Required
Credentials used to obtain a new Access Token when the current access token expires.
For more details, see Amazon Zendesk Sell documentation.
Questions? We're always happy to help with any issues you might have! Send us an email to [email protected] or request the demo with our sales team.
Last modified 1yr ago