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Intro

Zendesk Sell provides a web-based all-in-one sales platform that features tools for email, phone dialing, pipeline management, forecasting, and reporting. Use Domo’s Zendesk Sell connector to retrieve data gathered by Zendesk Sell, including lists of contacts, deals, leads, orders, notes, and so on. To learn more about the Zendesk Sell API, visit their page (https://developers.getbase.com/ ). You connect to your Zendesk Sell account in the Data Center. This topic discusses the fields and menus that are specific to the Zendesk Sell 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 Sell account and create a DataSet, you must have a Zendesk Sell username and password.

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Connecting to Your Zendesk Sell Account

This section enumerates the options in the Credentials and Details panes in the Zendesk Sell Connector page. The components of the other panes in 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 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 Sell accounts in Domo) to open the Zendesk Sell OAuth screen where you can enter your Zendesk Sell credentials. Once you have entered valid Zendesk Sell credentials, you can use the same account any time you go to create a new Zendesk Sell 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 Sell 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 Zendesk Sell.

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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 report you want to run. The following reports are available:

Associated Contacts

Returns all contacts associated with a given deal.

Calls Returns all available calls of the user.
Call Upsert This report returns a stream of historical calls and data for both leads and contacts on the first run, and then every subsequent run will Upsert the last 72 hours of call data.
Call Outcomes Returns all available call outcomes of the user.

Contacts

Returns all contacts of the authenticated user.

Collaborations Returns all available collaborations of the user.

Deals

Returns all of the authenticated user’s deals.

Deals And Stages Returns all available deals and stages data to the user.

Deal Sources

Returns all deal sources for the authenticated user.

Leads

Returns all of the authenticated user’s leads.

Lead Sources

Returns all of the authenticated user’s lead sources.

Line Items

Returns all line items associated with a given order.

Loss Reasons

Returns a list of loss reasons for the authenticated user.

Notes

Returns all of the authenticated user’s notes.

Orders

Returns all of the authenticated user’s orders.

Pipelines

Returns all of the authenticated user’s pipelines.

Products Returns all products from the catalog.

Stages

Returns all of the authenticated user’s stages.

Tags

Returns a list of tags available to the authenticated user.

Tasks

Returns all of the authenticated user’s tasks.

Text Messages Returns available text messages of the user.

Users

Returns a list of users.

Visits Returns information about the visit.
Visit Outcomes Returns information about the outcomes of the visit.

Deal ID

Enter the ID of the deal you want to retrieve information for.

Customer Status (Optional)

Select a customer status to filter your results by.

Prospect Status (Optional)

Select a prospect status to filter your results by.

Deal Hot Status (Optional)

Select a deal hot status to filter your results by.

Status (Optional)

Enter a lead status to filter your results by.

Organization Name (Optional)

Enter an organization name to filter your results by.

Last Name (Optional)

Enter the last name of a lead to filter your results.

Order ID

Enter the ID of the order you want to retrieve information for.

Resource Type

Select the resource type you want to retrieve information for.

Active Record Status

Select Yes to retrieve only active records; otherwise select No .

Tasks Type

Select whether you want to retrieve data for floating or related tasks.

Completed Tasks

Select Yes to retrieve data only for completed tasks; otherwise select No .

Overdue Tasks

Select Yes to retrieve data only for overdue tasks; otherwise select No .

Tasks Reminders

Select Yes to retrieve data only for tasks with reminders; otherwise select No .

User Status

Select whether to pull data for active or inactive users.

User Role

Select Admin to pull data for only Admin-level users; otherwise select User .

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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.