SalesPartner
+ Zendesk Sell
Your Zendesk Sell contacts sync into SalesPartner. Every conversation syncs back to Zendesk Sell. Contacts flow in. Activities flow back. Zero data entry.
Zendesk Sell
Sales CRM for modern sales teams
A sales CRM designed for productivity. Track leads, manage pipeline, and close more deals with less administrative work.
Your Contacts. Always In Sync.
Connect Zendesk Sell once. Your contacts flow into SalesPartner — names, emails, phones, deal stages, custom fields. SalesPartner handles the conversations and logs every activity back to the right contact in Zendesk Sell. Your team sees the full picture on both sides.
Contacts Flow In
Your Zendesk Sell contacts sync into SalesPartner with smart field mapping.
Activities Flow Back
Every conversation and appointment appears on the Zendesk Sell timeline within seconds.
Team Visibility
Sales reps see all interactions in Zendesk Sell before their calls.
All Plans Supported
Works with Sell Team, Growth, Professional, and Enterprise.
What Gets Synced
Contacts come in. Activities go back. Everything stays current without you touching a thing.
Contact Import
Contact Imported
Names, emails, phones, job titles, and org pulled in
Fields Mapped
Smart field mapping matches Zendesk Sell properties to SalesPartner fields
Contact Updated
Changes in Zendesk Sell sync on schedule — contacts stay current
Custom Fields
Deal stages, custom properties, and tags carry over
Conversations
Started
New conversation opened with a lead
Status Change
Conversation moved to a new stage
Messages
Received
Inbound message from lead captured
Sent
Outbound reply logged with full content
Scheduled
Future message queued and tracked
Failed
Delivery failure logged with error details
Cancelled
Scheduled message cancelled before send
Events
Scheduled
New appointment booked on the calendar
Rescheduled
Time or date changed on existing booking
Cancelled
Appointment cancelled with reason logged
Reminder
Reminder sent to lead before appointment
Calls
Incoming
Inbound call from lead recorded
Outgoing
Outbound call to lead recorded
Connected
Call answered and conversation started
Ended
Call completed with duration logged
Missed
Unanswered call flagged for follow-up
Voicemail
Voicemail left and transcription logged
Contacts
Enhanced
Enriched contact data synced back to CRM
How It Works
Connect Your Zendesk Sell
Secure OAuth connection
Click connect, authorize access, done. No API keys to copy. No credentials to manage. OAuth handles everything securely.
Map Your Fields
Smart mapping does the heavy lifting
SalesPartner reads your Zendesk Sell fields and maps them to contact fields. Names, emails, phones, deal stages, custom fields — all matched up. Review and adjust if needed.
Contacts Sync In
Your Zendesk Sell contacts flow into SalesPartner
Existing contacts are imported with deduplication. New contacts sync on schedule. No duplicates, no stale data.
Conversations Happen
SalesPartner handles the dialogue
Leads text, chat, or call. SalesPartner responds, qualifies them, and books appointments — while logging everything back to Zendesk Sell.
Zendesk Sell Stays Current
Every activity on the contact timeline
Conversations appear as notes. Appointments logged. Status changes update Contact fields. Your team sees the full picture before every call.
Why Connect SalesPartner to Zendesk Sell
Complete Audit Trail
Every conversation is documented. Compliance teams love it. Sales managers trust it. Nothing falls through the cracks.
Prepared Sales Calls
Reps know what the lead asked, what they care about, and what responses they got—before picking up the phone.
Accurate Reporting
Response times, conversion rates, channel performance—all in your existing Zendesk Sell reports.
No Double Entry
Stop copying conversation notes into Zendesk Sell. Stop updating statuses manually. It just happens.
Smart Voice Integration
Call records sync automatically with duration, notes, and outcomes. Full phone activity history.
Manager Visibility
See team activity across all channels in one place. Who responded fastest. Which conversations converted.
Built For Teams Like Yours
Home Services
Scenario:
Lead texts at 9pm asking about HVAC repair
Result:
SalesPartner qualifies them, captures details. Full conversation in Zendesk Sell before tech follows up.
Real Estate
Scenario:
Buyer inquires about listing via web chat
Result:
Budget, timeline, must-haves all captured. Agent sees complete profile before showing.
Financial Services
Scenario:
Prospect asks about loan options
Result:
Qualification questions answered, intent clear. Advisor has context for personalized follow-up.
Technical Specifications
API Version
Zendesk Sell API v2
Authentication
OAuth 2.0 (Bearer Token)
Sync Direction
Contacts in, Activities out
Inbound Sync
Scheduled (incremental)
Outbound Sync
Real-time (< 5 seconds)
Data Encryption
TLS 1.3 in transit, AES-256 at rest
API Endpoints Used
/v2/contactsImport contacts into SalesPartner/v2/notesLog conversation activitiesCommon Questions
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