Zendesk Sell

Owned by Vladyslav Beznisko (Unlicensed)
Last updated: May 07, 2024 by Liliia Ostrovska
3 min read

Zendesk Sell Overview

 

Zendesk Sell is a sales CRM software tool that enhances productivity, processes, and pipeline visibility for sales teams.

Zendesk Sell Access Token is required to export Zendesk Sell tables.

 

Zendesk SELL tables are available under a separate tab.

Zendesk SELL.gif

 

There is a filter option that allows you to select the corresponding data only.

Active filters will be highlighted.

Filters.gif

 

There are two types of filters:

  • All - This filter returns all tables the user’s account has access to.

  • Selected by core filtering - This filter allows you to select what exact entries for the table should be exported.

To apply filters, select the Confirm button.

 

Zendesk SELL

Zendesk SELL

  • Contacts (Tags)

  • Deals (Tags)

  • Leads (tags)

  • Line Items

  • Orders

  • Products

  • Sell Users

  • Tasks

How to Add Zendesk Sell Access Token

 

  1. Being signed in to your Zendesk Sell account, select .

 

  1. Scroll down, and then select OAuth.

 

  1. Select + Add Access Token.

 

  1. In the Description field, enter the access token description.

  2. Make sure to select the following checkboxes:

    • Read access to all your data, except for the account and user info.

    • Read access to the account and users info only.

  3. Select Save.

 

  1. Copy generated access token.

 

  1. Go back to your Zendesk Support account, and then open Tableau Connector.

 

  1. On the left-side menu, select Tokens, and then select Zendesk SELL.

  2. In the PAT Token field, paste your copied access token.

  3. Select Add or Update.