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
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 back to Quantive.
Use the permissions on connection level to define who will be able to administrate it.
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.