Zendesk Sell

What this integration does

Attribution polls Zendesk Sell every hour for deals and leads that changed, and turns them into conversion events for the person they belong to:

Deal: <stage> for every deal stage change, with the deal value as revenue once the stage is a won stage; deal name, source and pipeline come along as properties;
Lead: <status> for lead status changes.

Contacts are matched by email, with their company attached, so a deal is credited to the visits of the person who was identified on your site before the deal existed.

Prerequisites

A Zendesk Sell login with access to the account.
Visitors identified by email on your site before they appear as leads or contacts in Zendesk Sell.

Setup

In Attribution open Integrations → Conversion Integrations and connect Zendesk Sell.
Sign in and allow access. The account is selected for you.

Existing deals and leads are imported on the first run; new changes arrive hourly. There are no settings to fill.

Good to know

Choose "Deal: <your won stage>" as the dashboard's conversion event to report on closed revenue by channel.
Zendesk Sell was formerly Base CRM; the integration covers both names.