All Collections
Native Integrations
How to Create Deals Using the Zendesk Sell Integration
How to Create Deals Using the Zendesk Sell Integration

Create Deals Using the Native Zendesk Sell Integration

Sara avatar
Written by Sara
Updated over a week ago

Available on

❌ Free

βœ… Basic

βœ… Pro

βœ… Business

Make sure to check out this article first in order to learn how to setup the Zendesk Sell integration and map your custom fields.

In order for Zendesk Sell to create deals, you'll need to enable the option via Zendesk Sell's integration settings - to access this screen, simply go to your project's integrations page and click the button "Manage Custom Fields" on Zendesk Sell.

All you need to do then is tick the box "Create deal in Zendesk Sell" on your integration settings screen. This will make it so that a new deal is created every time a new submission is generated. Deals are only available for contacts, and not for leads.

You will also have the following options when setting up Zendesk Sell deals in

  • Deal title - Adds a title that is prefixed with the contact's name.

  • Deal value - You can add your own value, or you can leave this field empty if you want to use a calculator result instead.

Once you've set up the integration and the deal settings to your liking, you're all set.

If you still have any questions, please feel free to contact our support team.

Did this answer your question?