Zendesk Sell Integration

  • Updated

With the Zendesk Sell x Sendoso integration, easily send leads and contacts gifts natively within Zendesk!

To get started, log in to your Zendesk Sell instance and navigate to settings (Note - you will need permissions to customize leads and contacts)

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Next, under customize, click 'Leads'
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Click 'Smart Links' and then click 'Add Smart Link'
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Title the smart link 'Sendoso', insert this link as the web app URL: https://app.sendoso.com/v2/plugin/sends?channel=Zendesk, and then choose whether it opens in Sell or in a new window

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Hit 'save' and that's it! You'll now have Sendoso as a smart link on any contact or lead record in Zendesk Sell! Be sure to repeat these steps for the 'Contact' as well.

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