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CRM connector

Connect Zendesk Sell

Sales deals from your Zendesk Sell account, analysis-ready.

What data it brings

  • deals: Deals: stage id, currency, value, hot flag, owner id, and created, updated and estimated close dates (no deal names, notes or contacts).

A question you can ask

“What is the total value by stage id?”

Ask it in your own words. You get the answer, with the steps that made it.

How to connect it

You connect with a key you create in your Zendesk Sell account. It takes a few minutes.

  1. In your MCP Analytics account, open Connectors and choose Zendesk Sell. The setup form opens there.
  2. In Zendesk Sell open Settings, then Apps and integrations, then Zendesk Sell API (or OAuth), and choose Personal access tokens.
  3. Create a token with read scope, and copy it.
  4. Paste it into the setup form. The connection only reads deals.

Zendesk Sell help page for this step →

We test the connection before we save it, so you know right away if a step was missed.

What we keep, and how to disconnect

We keep the key or login you give us, encrypted, and use it only to read the data you ask about. Other accounts cannot see your connections. To stop, open Connectors in your account and choose Remove on the Zendesk Sell row; that deletes the saved key. You can also cancel the key in Zendesk Sell itself.

Questions

Will this change anything in my Zendesk Sell account?

No. We only read. Nothing in Zendesk Sell is changed.

Can I use a file instead?

Yes. Export a CSV from Zendesk Sell and upload it. Connecting just saves you the export each time.

Can I combine Zendesk Sell with my other data?

Yes. Connect each source, then ask a question that names both.

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