Before installing the Zendesk Sell integration, please check that you have Admin rights in Aircall and Zendesk Sell, and that you are signed into each. Additionally, make sure all Aircall users are using the same email address for their Aircall and Zendesk Sell accounts. If users do not log in with the same email on both platforms, information will not be logged in Zendesk Sell appropriately.
Installing Your Zendesk Sell Integration
Follow the simple steps below to get started:
Log in to the Aircall Admin Dashboard
Select Integrations & API from the left sidebar menu
Find and click on Zendesk Sell in the Discover integrations section
Click on Install integration to start the install flow
Under Select numbers click Add numbers
Choose which numbers you would like assigned to your integration, then click Confirm. You can search for specific numbers from the search bar if needed
Click Add numbers
⚠️ Please note that you may choose to skip this step if needed, but in order for call activity to log in Zendesk Sell, at least one number will need to be selected. If you would like to add or remove numbers associated with your integration at any point, you can do so directly in the Aircall Dashboard.
Click Authorize, then Finish to complete the installation
After clicking Finish, you will be taken to your integration settings where you can finish configuring your integration as needed
Configuring your Integration Settings
After clicking Finish you will be directed to the page of the Aircall Dashboard where you configure your Zendesk Sell integration settings. There are two sections on this page: General and Settings
You are able to Activate/Deactivate your integration at any time. When the integration is Inactive, call logging and other functionality will be paused, but the integration will remain installed. Making your integration Inactive is a great way to temporarily pause the integration without having to uninstall and reinstall it, but please note any calls not logged during the time it is inactive will not retroactively log after it has been reactivated. Additionally, you are able to give your integration a custom name to make it easier to find/organize. Finally, can add or remove the numbers connected to the integration. Any numbers connected will log calls based on your other settings, and any numbers not connected will not.
For each call, we allow a call activity to be created, and allow you to choose the Call Outcome for that activity:
Zendesk Sell Settings-
Finally you will want to select your general Zendesk Sell settings:
You are able to select if you want numbers/contacts you are calling with Aircall that are not already saved in Zendesk Sell to create a new Contact, Lead, or Nothing
You are able to select who the Owner of a call activity will be should no Owner be found (this can be set to any of the Zendesk Sell users on your account)
You are able to select if the Call Outcome will be synced with the Tag used on the call, or not
You are able to select if you would like to add Tags to the call activity in the case that they do not match an existing Call Outcome
Still in need of assistance? Please feel free to reach out to the Support Team and we’ll be happy to assist!