SalesPartner
+ Zendesk Sell
Every conversation logged. Every status updated. Your Zendesk Sell stays current without lifting a finger.
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 CRM. Always Current.
SalesPartner handles the conversations. Zendesk Sell keeps the records. Every text, every call response—automatically logged to the right Lead or Contact. Your team sees the full picture without data entry.
Instant Sync
Activities appear in Zendesk Sell within seconds of happening.
Complete History
Every message, every response—the full conversation thread.
Team Visibility
Sales reps see all interactions before their calls.
Growth Plans & Up
Works with Sell Growth, Professional, and Enterprise.
What Gets Synced
Every meaningful interaction flows into Zendesk Sell automatically. No copy-paste. No forgotten updates.
Messages
Message Sent
Outbound SMS/chat logged with full content
Message Received
Inbound messages from leads captured
Message Delivered
Delivery confirmation recorded
Message Failed
Failed sends logged with error details
Calls & Tasks
Call Completed
Call records created with duration and notes
Follow-up Needed
Tasks created for required follow-ups
Reminder Set
Scheduled tasks with due dates
Lead Status
Status Changed
Pipeline stage updates automatically
Qualification Complete
VIBE scores sync to custom fields
How It Works
Connect Your Zendesk Sell
One-click OAuth connection
Click "Connect Zendesk Sell" and authorize access. No API keys to copy. No credentials to manage. OAuth 2.0 handles everything securely.
Map Your Leads
Link leads to Zendesk Sell records
New leads get matched to existing Zendesk Sell Leads or Contacts by phone or email. No duplicates. Clean data from day one.
Conversations Happen
SalesPartner handles the dialogue
Leads text, chat, or call. SalesPartner responds instantly, qualifies them, and handles the conversation. All while logging everything.
Zendesk Sell Updates
Activities appear in real-time
Every interaction creates a Note, Task, or Call on the record. Full content, timestamps, and outcomes. Zero delay.
Team Takes Over
Reps have full context
Before every call, your team sees the entire conversation history. What the lead asked. What they care about. What was promised.
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
One-way (SalesPartner → Zendesk Sell)
Sync Frequency
Real-time (< 5 seconds)
Supported Plans
Growth, Professional, Enterprise
Rate Limit
36,000 requests/hour (10/second)
API Endpoints Used
/v2/notesLog message activities/v2/tasksCreate follow-up tasks/v2/callsLog call records/v2/leads/{id}Update lead status