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Delivery Setup for Zendesk Sales

Delivery Setup​

This guide explains how to configure the Zendesk Sales CRM integration on our platform using the information provided by the customer.

1. Prerequisites​

Ensure you have the following details from the customer:

  • Access Token

2. Configure the Zendesk Sales CRM Integration​

Steps to Configure API Access:​

  1. Log in to the Marketplace platform.

  2. Navigate to the Integrations > CRM section.

    Marketplace Integrations > CRM navigation menu

  3. Select Zendesk Sales CRM from the list of available integrations.

  4. Click on Create Integration and provide a descriptive name (e.g., "Zendesk Sales CRM Production Integration").

  5. In the Zendesk Sales CRM Details section, enter the following:

    • Access Token: Paste the Access Token provided by the customer.

  6. Save the integration to establish the connection.