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Intro

Zendesk Sell (formerly Base CRM) is sales force automation software to enhance productivity, processes, and pipeline visibility for sales teams. Use Domo’s Zendesk Sell Firehose connector to retrieve your events related to appointments, calls, contacts, deals, leads, tags, tasks, users, etc. To learn more about the Zendesk Sell Firehose API, visit their page (https://developers.getbase.com/docs/…ehose/overview ). You connect to your Zendesk Sell Firehose account in the Data Center. This topic discusses the fields and menus that are specific to the Zendesk Sell Firehose connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

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Prerequisites

To connect to your Zendesk Firehose account and create a DataSet, you must have the email address and password associated with your Zendesk Sell account. Alternatively, you can directly sign in with your Zendesk account, if you have registered after January 2020.

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Connecting to Your Zendesk Account

This section enumerates the options in the Credentials and Details panes on the Zendesk Sell Firehose Connector page. The components of the other panes on this page, Scheduling, and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

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Credentials Pane

The Domo Zendesk Sell Firehose connector uses OAuth to connect, so there is no need to enter credentials within Domo. Click Connect (or select Add Account if you have existing Zendesk accounts in Domo) to open the Zendesk OAuth screen where you can enter your Zendesk credentials. Once you have entered valid Zendesk credentials, you can use the same account any time you go to create a new Zendesk Sell Firehose DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.
Note: If you are already logged into Zendesk when you connect in Domo, you are authenticated automatically when you click Add account. If you want to connect to an account that is different from the one you are logged into, you must first log out of your Zendesk account.

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Details Pane

This pane contains a primary Reports menu, along with various other menus which may or may not appear depending on the report type you select.

Menu

Description

Report

Select the Zendesk Sell Firehose report you want to run. The following reports are available:

Report Name Description
Appointments This report returns the stream of appointment events.
Calls This report returns the stream of call events.
Collaborations This report returns the stream of collaboration events.
Collaboration Requests This report returns the stream of collaboration request events.
Contacts This report returns the stream of contacts events.
Custom Fields This report returns the stream of custom field events.
Deals This report returns the stream of deals events.
Documents This report returns the stream of document events.
Leads This report returns the stream of lead events.
Line Items This report returns the stream of line item events.
Loss Reasons This report returns the stream of loss reason events.
Notes This report returns the stream of note events.
Orders This report returns the stream of order events.
Products This report returns the stream of product events.
Sources This report returns the stream of source events.
Stages This report returns the stream of stage events.
Tags This report returns the stream of tag events.
Tasks This report returns the stream of task events.
Unqualified Reasons This report returns the stream of unqualified reason events.
Users This report returns the stream of user events.
Visits This report returns the stream of visit events.
Retrieve Historical Data On The First Run? Indicate if you want to retrieve historical data on the first run of the dataset.

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Other Panes

For information about the remaining sections of the Connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.

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FAQs

The Zendesk Sell Firehose connector uses version 3 of the Zendesk API (https://api.getbase.com/v3/ ).
Report Name Endpoint URL
Appointments /appointments/stream
Calls /calls/stream
Collaborations /collaborations/stream
Collaboration Requests /collaboration_requests/stream
Contacts /contacts/stream
Custom Fields /custom_fields/stream
Deals /deals/stream
Documents /documents/stream
Leads /leads/stream
Line Items /line_items/stream
Loss Reasons /loss_reasons/stream
Notes /notes/stream
Orders /orders/stream
Products /products/stream
Sources /sources/stream
Stages /stages/stream
Tags /tags/stream
Tasks /tasks/stream
Unqualified Reasons /unqualified_reasons/stream
Users /users/stream
Visits /visits/stream
You need the email address and password associated with your Zendesk Sell account. Alternatively, you can directly sign in with your Zendesk account, if you have registered after January 2020.
The login process uses the OAuth process, so your Zendesk credentials are never seen or stored by Domo. This keeps your login secure. You can revoke Domo’s access to your account at any time.
As often as needed.
Zendesk Sell allows up to 36,000 requests per hour (10 requests/ip/second).
Yes

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Troubleshooting

  • Make sure your authentication remains valid.
  • Review the configuration to make sure that all required items have been selected.
  • Review the Connector history for error messages.
  • In rare cases, you may be requesting too much information and reaching API limitations or timeouts. If this is the case, you can review the history of the Connector run to see the error message and duration. If this is the case, you can reduce the number of accounts that are being pulled, choose a smaller number of metrics for the report that you are pulling, or reduce the timeframe that you are trying to pull.