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Manage contacts and leads using the Zendesk Sell Action block

Overview

The Zendesk Sell Action block connects your Ada bot to Zendesk Sell. With the Zendesk Sell Action Block, you can perform the following actions, all from within your bot:

  • Create or Update Individual Contact

  • Create or Update Organizational Contact

  • Create or Update Lead

  • Search Contact by Email

  • Search Lead by Email

Note

  • A Zendesk Sell Enterprise license is required to create and update contacts and leads.

  • A Zendesk Sell Elite license is required to search contact and leads by email.

Configure the Zendesk Sell Action Block

To configure in Ada:

  • Navigate to Settings > Integrations and scroll down to Action Integrations.

  • Next to Zendesk Sell, click Configure. You will see a dialogue window pop up, where you will be prompted to enter an API key.

  • You can find the Zendesk Sell API Key in your Zendesk Instance, by navigating to: Settings > OAuth > Access Tokens. Create a new token and name it appropriately (ie. Ada Bot Integration Token). If you have an existing token, click Details to access it.

  • Enter your Zendesk Sell Access token in the API key field, and click Save.

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Be sure to refresh your dashboard once you click Save. This will ensure the Zendesk Sell block is ready to be used.

Use the Zendesk Sell Action Block

To use the Zendesk Sell Action block:

  • Drag the block into the appropriate Answer.

  • Select the action you want the block to perform in the Select Action dropdown.

    You have the option to select:

    • Create or Update Individual Contact

    • Create or Update Organizational Contact

    • Create or Update Lead

    • Search Contact by Email

    • Search Lead by Email

  • In the Select Variables for Inputs field, add in the Ada variables that you want to be passed to Zendesk Sell in mandatory fields attached to this action. In this example, Email and Last Name are mandatory fields. Mandatory fields are set in Zendesk Sell.

  • In the Select Optional Inputs dropdown, select any other field from Zendesk Sell you want to map Ada variables to.

  • If you want to save the Lead ID in Ada for future use in an Answer flow, under Save Response as Variables select ID, and then add appropriate variable to save the Lead ID information in.

  • Select a Fallback Answer in the event that the request fails.

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Have any questions? Contact your Ada team—or email us at help@ada.support.