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Data Source: SaaS
Zendesk Sell (formerly Base CRM)
Zendesk Sell (formerly Base CRM)

Quantive Results' integration with Zendesk Sell. Here's how to connect your Zendesk Sell account to Quantive Results to use real time data.

Boyan Barnev avatar
Written by Boyan Barnev
Updated over a week ago

Zendesk Sell provides a sales platform that features tools for email, phone calls, pipeline management, forecasting, reporting and more to enhance productivity, processes, and pipeline visibility for sales teams.

How to connect

  • In Quantive, navigate to the Data Sources screen by clicking into it from the
    โ€‹Settings -> Data Sources button in the navbar.

  • Click the Select data source button

  • From the Choose a connector dialog, select the Sales tab and then select Zendesk Sell

Click on the connection and then enter a connection name.

When you click Authenticate data source, you will be directed to a login page, where you enter your login details.

The next step is to authorize permissions for Quantive Results.

When you click Authorize, you will be directed to choose the entity you wish to sync. Deal for example.

Give your data source a name and then choose its sync schedule.

Now you are ready to create Insights based on the data fetched from Zendesk Sell. Learn more about how to create Insights here.

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