Working with Zendesk Marketplace apps in Sell

What's my plan?

Sell provides a variety of apps in the Zendesk Marketplace that you can connect to Sell to help you store all your customer data in one place.

If your Sell account was created before 7 January 2020 and hasn't been migrated, you'll need to arrange to have your account migrated to be able to use the apps in the Zendesk Marketplace.

Apps connect your tools directly to Sell to help you get all prospect and customer information in one central place. Apps that you install on your Sell account appear on your records when you view individual leads, contacts, or deals.

Installed apps might include public apps from the Zendesk Marketplace and private apps that have been built by your company.

This article contains the following topics:

• Types of public apps
• Installing public apps
• Developing and installing private apps

Types of public apps

Depending on which Marketplace app you install, the level of integration can vary. There are two types of public apps that work in different ways in Sell:

• Contextual apps: pull information from other tools into the Sell interface. You can't take any actions with these apps. For example, with the Hubspot app you can view campaign activity on leads in Sell.
• Action-based apps: pull information from other tools and also allow you to take action from the Sell interface. For example, with the PandaDoc app you can view and create quotes from deals in Sell.

Public apps for Sell are available across a range of areas. For example:

• Marketing apps like Mailchimp, HubSpot, and GetResponse:

  Work with marketing activity and email campaigns with contacts and leads, and subscribe to or unsubscribe from app mailing lists within Sell

• Document Storage apps like Google Drive, Box, and Dropbox:

  Create, view, and share app folders and files relating to deals directly from Sell

• Accounting and invoicing apps like FreshBooks and PandaDoc:

  Create and view app invoices, estimates, and documents directly from Sell

• E-commerce apps:

  View orders, order status, and payment details from leads and contacts in Sell

See the Sell App Directory for a full list.

Installing public apps

You can install public apps from the Zendesk Marketplace.

To install a public app

1. In the Zendesk Marketplace, search for the App Directory for Sell. You'll see all the apps available to install with Sell.
2. Choose an app, click Install, and select an account domain to install the app from the drop-down list.

   If you can't see your account domain, it's probably because you don't have admin access to the required domain or we haven't migrated your Sell account yet (see getting access to Zendesk apps).

3. Follow the install instructions for the app. You might need to authenticate or grant access permissions between the app and Sell.

After the app is installed in Sell, it'll appear in Settings > Integrations > Apps.

For more information on working with your apps, see Accessing the My Apps page, and to learn how to change the position of your apps in the widget panel, see Customizing the layout of your records.

Note: Apps do not interfere with existing Sell integrations.

An admin can also remove Marketplace apps from your Sell account and disconnect the integration.

To remove Marketplace apps

1. On the Sell sidebar, click the Settings () icon, then click Integrations > Apps.
2. Hover over the app you want to remove, in the lower right corner click the Settings () dropdown menu.
3. Click Uninstall.

Developing and installing private apps

You can create private apps where you need features that are unique to your company needs. These apps do not appear in the Zendesk Marketplace.

Note: You can't develop private apps on the Sell Team plan.

Use these resources to develop your own apps:

• Apps Developer Guide
• Sell developer resources
• Apps reference documentation