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You can add participants automatically to your Zendesk Sell as either contacts or leads, and update their properties using the native Zendesk Sell integration.
If you want to test the integration before committing to a paid plan, you can do so by registering for a free 14-day trial.
Not entirely sure how to set up the integration? Make sure to learn about it in our dedicated article first.
Connecting the Integration
You can connect the integration either by navigating to the "Integrations" tab in the navbar or by opening the dropdown menu of your project's card and selecting "Connect" - then just click "Connect" on Zendesk Sell's card.
In order to connect the integration, you'll need to login to your Zendesk Sell account first.
Once you have logged in, you'll need to authorize involve.me to connect to your Zendesk Sell account. Just click "Authorize" and you'll be set.
Once the authorization has been provided you'll be able to see the name and email address of the Zendesk Sell account that you're using.
Zendesk Sell Modules
While in your integration's settings screen, you'll notice that you can choose between two Zendesk Sell modules: Contact or Lead. Whichever you choose, is the one that will be used with the integration.
You can find the integration settings once you have connected the integration your project. Just go to "Connect" and click the button "Manage Custom Fields".
Data Mapping for the Zendesk Sell Integration
The integration will send email and default properties automatically.
In order for your list to accept more data, make sure to create custom fields in Zendesk Sell accordingly.
Custom fields are created separately for your leads, contacts, prospects, customers and deals. Currently, involve.me supports both contacts and leads.
Once the integration has been connected to your project, you'll find the button "Manage Custom Fields" on the project's integration settings which is where you can check which fields have been mapped/created, as well as choose which Zendesk Sell module you want to use.
Default Custom Fields That Are Already Predefined by Zendesk Sell
Email
First name
Last name
Phone
Mobile
Street
City
State
Country
Zip
Fax
Website
Facebook
Twitter
Default Custom Fields That Need to Be Created Beforehand
If you want to receive data for the below fields, then you'll need to create them in Zendesk Sell and they should look exactly as shown in the column "Zendesk Sell Fields".
involve.me Fields | Zendesk Sell Fields | Type |
Outcome | outcome | Single Line Text |
Project | involveme_project | Single Line Text |
Job title | job_title | Single Line Text |
Organization name | company | Single Line Text |
Gender | gender | Single Line Text |
Country code | country_code | Single Line Text |
Correctly answered questions | correct | Single Line Text/Number |
Score | involveme_score | Single Line Text/Number |
Outcome points | outcome_points | Single Line Text/Number |
Calculator result* | calculator | Single Line Text/Number |
Calculators by ID (eg. ca_xxxxxxx)** | ca_xxxxxxx | Single Line Text/Number |
Full birthday with year | birthdate | Single Line Text/Date |
Single Line Text/URL | ||
Single Line Text/URL | ||
Embed URL | embed_url | Single Line Text/URL |
Remote id | remote_id | Single Line Text |
*This is the result of the first calculator in the project, if there's only one calculator you can use this field.
**If you have multiple calculators in your project you can specify them by ID.
Data From Question Elements
Any other collected data fields (eg. from multiple choice elements, free text inputs, sliders, opt-in checkboxes, etc,) can be mapped through "custom field mapping".
Creating Deals
You can set the integration to create deals for each participant that finishes your project. Do Bear in mind that deals are only available for customers and not for leads.
Click the button below to learn more about it.
Good to Know
Make sure you choose the right field names & types or your integration may not work (eg. can't save a text as a date property, or a text as a number).
If you have configured a Zendesk Sell integration on a project and you duplicate said project, your integration settings will duplicate as well. You can at any time remove the connection for the duplicated project and add a different one.
Custom properties on existing contacts will be updated when the same email is sent again.
Opt-in Checkbox and GDPR
In order to be fully GDPR compliant, you will need to tick the option "Only trigger integration when opt-in checkbox element was selected" on your integration's settings and add a dedicated opt-in checkbox that sends data over to the integration, from your involve.me project.
Here's a step-by-step guide on how to set it up.
If GDPR is of no concern to you, then you can skip this step.
Testing Your Integration
Once the integration has been set up and connected to your project, it will be time to test it in order to ensure everything is working as intended, learn how to do it here.
If you still have any questions, please feel free to contact our support team.