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Zendesk Sales CRM

This page for the Customer Setup and Delivery Setup guides. It provides an overview of the Zendesk Sales CRM integration process and how it enables seamless data synchronization between Zendesk Sales and the Marketplace platform.

Overview​

The Zendesk Sales CRM integration allows you to connect your Zendesk Sales account with the Marketplace platform to synchronize customer data, manage leads, and enable real-time updates. This guide is divided into two sections:

  1. Customer Setup: What the customer needs to provide to enable the integration.
  2. Delivery Setup: What your team configures based on the customer's input.

Integration Setup Process​

The integration process involves the following steps:

**1. ****Customer Setup **​

  • The customer creates a Zendesk Sales account, generates an Access Token, and shares it with the delivery team.

**2. ****Delivery Setup **​

  • The delivery team configures the integration in the Marketplace platform using the provided details.