Zendesk Sell App
In order to share your data between Dialfire and Zendesk Sell you need at least a Dialfire account and a Zendesk Sell account (CORE & PREMIUM API access is required!).
Installation
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Install the Dialfire App in your Zendesk Sell account via Zendesk Sell's App Marketplace or this link.
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You need to log into your Zendesk Sell account and share access to your data. You will then be redirected to Dialfire where you also need to log in. It is important that your user has administrator rights in Dialfire.
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After successful login, you will be redirected to the app configuration page.
Configuration
Data synchronization is based on pipeline stages in Zendesk Sell and campaigns in Dialfire, i.e. all deals within the specified stage are transferred to Dialfire for further processing. Changes to contact data in Dialfire are transferred back to Zendesk Sell. Calls and call recordings made in Dialfire show up in the activity list of the Zendesk Sell deal.
On the left side, select the desired pipeline and stage in Zendesk Sell. On the right side, select a campaign template in Dialfire. You can also set the campaign title in Dialfire. Then click Create.
This creates the connection and also a new campaign in Dialfire. An additional entry appears on the configuration page where the connection can be further configured.
The configuration can be changed at any time. If you want to adjust the configuration at a later time, you just need to open the configuration page again.
To change the configuration of your connection, click Edit.
On the left side you can define which fields of your deals, contacts and organizations should be shared with Dialfire. By default, many fields are already selected. You can adjust this setting at any time. Changes to the fields you have activated here will also be transferred back from Dialfire to Zendesk Sell.
On the right side you can select the Dialfire Task in which the data should be imported. In most cases you can keep the default setting.
As soon as you press Edit again, the changes will become active.
To transfer the deals from your Zendesk Sell stage to Dialfire, please press Synchronize. This will start the synchronization. From now on, synchronization will be automatic, i.e. new deals in the stage will automatically be transferred to Dialfire. Deleted deals or deals that are moved out of the stage in Zendesk Sell are also removed from Dialfire.
The connection can be deleted via Delete.
You can create as many connections as you want. For example, you could create a stage in Zendesk Sell for initial lead calls and a stage for follow-up calls and call them in different campaigns in Dialfire. But you can also make multiple calls in Dialfire if you adjust the Taskflow accordingly.
Dialfire contact telephony
Log in to Dialfire to call the contacts from your Zendesk Sell stage.
For each Zendesk Sell stage you link to Dialfire, a new campaign is created in your Dialfire account.
Depending on which campaign template you have chosen, different tasks and contact forms are automatically created in Dialfire. You can adjust this default configuration to your individual needs at any time.
If you have not used Dialfire yet, please have a look at our documentation or contact our support team.
Common to all campaign templates is the "Zendesk Sell Push" webhook task. Through this task, contact changes and call results are transferred from Dialfire to Zendesk Sell. By default, the Taskflow is already configured to transfer the changes to Zendesk Sell following each call. However, you can always customize the Taskflow according to your own needs.
The same applies to the campaign contact form. It is also preconfigured and can be customized according to your requirements.