Working with Sell apps and integrations

Sell offers a number of integrations and apps to help connect multiple platforms together and manage your data. This article lists the current integrations (available from Settings > Integrations), as well as links for more information on how to set each integration up.

You can find a list of all the Sell Apps at the Zendesk Marketplace, but we've also included some popular apps here. For information on account requirements and types of apps available, see Working with Zendesk Marketplace apps in Sell.

If you can't find the integration or app that you need, take a look at Zapier integrations where you can access thousands of additional apps.

This article covers the following topics:

• Zendesk Support
• Zendesk Chat
• MailChimp
• PandaDoc
• HubSpot
• Dropbox
• Google
• Google Drive
• Facebook
• Microsoft Office 365
• Xero
• Harvest

Zendesk Support

Connecting to Zendesk Support allows you and your team to see the complete picture when it comes to your customers in Sell. You'll be able to see the history of Support correspondence from your contacts when you click on them, and currently open tickets are highlighted to give you the most relevant information helping to increase the odds of closing and renewing your deals.

Zendesk Chat

If you work with both Zendesk Sell and Zendesk Chat, you can configure the Sell-Chat integration to access your Chats in Sell, and to see Sell data from your Chat interface. You'll also be able to see Chat history for your contacts, leads, and deals in the Sell Activity Feed, and create new Sell leads from a Chat conversation.

MailChimp

The MailChimp integration allows you to subscribe contacts from your Sell contact list to one of your MailChimp mailing lists. This enables you to set up automated email campaigns for your Sell contacts.

You can use MailChimp in Sell either using the MailChimp app in the Zendesk App Marketplace, or natively through Sell Settings > Integrations. You can use both integrations side by side.

PandaDoc

PandaDoc for Sell simplifies the process of creating professional documents. Create proposals, quotes, contracts, and invoices from Zendesk Sell, and collect legally binding electronic signatures for faster paperless transactions. Client data saved in Zendesk Sell will populate in new documents automatically.

To connect to PandaDoc, use the PandaDoc app in the Zendesk App Marketplace.

HubSpot

Note: As of November 29, 2022 the native integration for HubSpot will be removed. You can install the equivalent app from the Zendesk Marketplace. For more information, see Announcing the removal of native Sell integrations for Harvest, HubSpot and Xero.

Connecting Zendesk Sell with HubSpot allows sales and marketing teams to work together to identify the best leads and ensure that everyone is getting the information they need, and keep your HubSpot leads synchronized.

You can use HubSpot in Sell either using the HubSpot app in the Zendesk App Marketplace, or natively through Sell Settings > Integrations. You can use both integrations side by side (see Benefits of integrating HubSpot with Sell).

Dropbox

Integrate Sell with your Dropbox account to enable you to upload files (.doc, .pdf, .jpg, etc.) and connect them with a deal in Sell.

You can install Dropbox in Sell either using the Dropbox app in the Zendesk App Marketplace, or natively through Sell Settings > Integrations.

Google

The Google integration can sync your Google contacts and tasks with Sell.

When you connect your Sell account with your Google Contacts, Sell automatically pulls in your Google contacts.

When you connect your Sell account with your Google Tasks, Sell automatically creates a Zendesk Sell calendar in your Google account and pushes all your tasks for deals and contacts.

You can install Google in Sell from the Google app in the Zendesk App Marketplace, or through Sell Settings > Integrations.

Google Drive

Activate the Google Drive integration to store your Google Drive files with deals. When you add the Google Drive integration in Sell, you're able to create folders for specific deals and store your relevant file with the deal.

You can install Google Drive in Sell from the Google Drive app in the Zendesk App Marketplace, or through Sell Settings > Integrations.

Facebook

If you have a business page for your company, you can add a lead capture form to your page to collect leads and funnel them into your sales pipeline automatically.

You can install Facebook for Sell from the Facebook app in the Zendesk App Marketplace, or through Sell Settings > Integrations.

Microsoft Office 365

Integrate Sell with Microsoft Office 365 for automatic, two-way syncing of your contacts.

You can install Microsoft Office 365 from the Microsoft Office 365 for Sell app in the Zendesk App Marketplace, or through Sell Settings > Integrations.

Xero

Note: As of November 29, 2022 the native integration for Xero will be removed. You can install the equivalent app from the Zendesk Marketplace. For more information, see Announcing the removal of native Sell integrations for Harvest, HubSpot and Xero.

Xero is account software for creating invoices. You can use Zapier to integrate Sell with Xero to automatically create an invoice from a won deal in Sell (only available on legacy Sell plans). When you activate the integration, your Xero contacts are imported into your Sell account. You need admin rights to set up the Xero integration in Sell.

You can install Xero through Sell Settings > Integrations.

Note: The Xero integration is only available on legacy accounts. It is not available on current Sell plans. You must be an admin.

Harvest

Note: As of November 29, 2022 the native integration for Harvest will be removed. You can install the equivalent app from the Zendesk Marketplace. For more information, see Announcing the removal of native Sell integrations for Harvest, HubSpot and Xero.

Harvest is a time tracking tool. After a deal is won, you can automatically create a project in Harvest.

You can install Harvest from the Harvest for Sell app in the Zendesk App Marketplace, or through Sell Settings > Integrations.