pipelinedeals + Zendesk Sell Integrations

According to the website, pipelinedeals is “a platform that allows you to create and manage your own sales pipeline”. It means that customers can have a pipeline created for them and in each step of the pipeline, they will be receiving updates on their status. This way, customers will stay informed about the process until completion.

Zendesk Sell is an online top for managing customer support and sales. The main idea is to integrate pipelinedeals with Zendesk Sell so that users will be able to see the status of the sales pipeline right on their dashboard. This is supposed to help them in managing their leads and sales, as well as serve as a reminder which will allow them to fplow up on the leads.

Integration of pipelinedeals and Zendesk Sell

To integrate pipelinedeals with Zendesk Sell, first create a new line item in the Pipelinedeals account. However, it must be done through the API. Go to Pipelinedeals app on Zendesk and add a new API key. Then go to Pipelinedeals API documentation and find out more about creating a new line item. After creating a new line item, find out how to assign it to the contact in the next section (B.

There are three types of Pipelinedeals queued actions. open, closed and completed. Each type has different meaning. For example, when creating a new contact record in Zendesk, you can assign it to one of these groups. A contact opened in Pipelinedeals equals to a new lead in Zendesk, a contact closed equals to a closed lead and a contact completed equals to an account. However, there are two more types of opened and closed contacts in Pipedeals than there are in Zendesk. In Zendesk, there’s only one type of opened and closed contacts, but in Pipedeals there are three. opened (opened or closed), closed (closed or open. and both (opened and closed. Having all three types allows you to assign a contact both opened and closed which means that this contact is in the process of being opened.

In the second part of this section, we will talk about how to assign a contact from Zendesk to a line item in Pipedeals. First of all, let’s create a new pipeline in Pipedeals by sending the fplowing request:

POST /api/v2/lineitems HTTP/1.1 Accept. application/json Content-Type. application/json Authorization. Bearer eyJ0e... Content-Length. 63 { "name". "First pipeline", "description". "It's my first pipeline.", "active". true }

After creating a new pipeline, you can check its status via the Get Pipeline Details endpoint:

GET /api/v2/pipelines/{PIPELINE_ID} HTTP/1.1 Accept. application/json Authorization. Bearer eyJ0e... Content-Length. 0 Host. api.pipelinedeals.com Connection. close

The response will look like this:

HTTP/1.1 200 OK Content-Type. application/json Content-Length. 342 { "_links". { "self". { "href". "/api/v2/pipelines/13" }, "lineitems". { "href". "/api/v2/lineitems?page=1&per_page=20&sort=created&order=asc" } }, "_embedded". { "lineitems". [ { "_links". { "self". { "href". "/api/v2/lineitems/18" }, "pipeline". { "href". "/api/v2/pipelines/13" }, "queues". { "href". "/api/v2/pipelines/13/queues" } }, "_embedded". { "open_actions". [ { "_links". { "self". { "href". "/api/v2/pipelines/13/open_actions/18" }, "pipeline". { "href". "/api/v2/pipelines/13" }, "contact". { "href". "/api/v2/contacts/1" } }, "_embedded". { "_links". { "self". { "href". "/api/v2/pipelines/13/open_actions/18" }, "pipeline". { "href". "/api/v2/pipelines/13" } }, "status_link". { "title". null, "href". "/api/v2/pipelines/13/open_actions/18?edit" }, "label_id". 1, "status_text". null } } ], "_links" . { "self" . { "href" . "/api/v2/pipelines/13/open_actions" } } }, "_links" . { "self" . { "href" . "/api/v2/lineitems/18" }, "pipeline" . { "href" . "/api/v2/pipelines/13" }, "queues" . { "href" . "/api/v2/pipelines/13/queues" } } } ] }, "_links" . { "self" . { "href" . "/api/v2/lineitems?page=1&per_page=20&sort=created&order=asc" } } }

As you can see here, an open action appears under the _embedded object. Moreover, the request returns many other objects such as pipelines, queues and contacts. Let’s add a new contact record in Zendesk and assign it to this newly created pipeline (which is still not assigned to any contact):

GET /api?method=ContactManager.createContact&service_id=3&object_id=19&account_id=1&attributes[][name]=First+Name&attributes[][value]=John&attributes[][relationship]=customer&attributes[][assignee_id]=28&attributes%5B%5D[%5B%5D]=pipelinedeals_001&attributes[][position]=14 HTTP/1.1 Accept. application/json Content-Type. application/json Authorization. Bearer eyJ0e... Content-Length. 595 Host. api.zendesk.com Connection. close

You can see that we added another variable named attributes[][assignee_id] and assigned it pipelinedeals_001 value which is an ID of our line item in Pipedeals. Now if you check your pipeline again, you will see that there’s also a new line item associated with it:

Now let’s try adding another contact record with another assigned line item from Zendesk to our pipeline with the same method as above (only change some parameters):

After adding the second contact record, we will get two lines under the _embedded object. one line containing two open actions and another line containing two closed actions. You can see that each action contains an ID variable which points to our line items in Pipedeals:

Benefits of Integration of pipelinedeals and Zendesk Sell

Besides assigning contacts in Zendesk to your existing pipeline in Pipedeals via API requests, you can also do it directly inside Zendesk interface. When creating an account or a contact record in Zendesk, you have an option called “Assign To…” which allows you to choose one of your existing pipelines from Pipedeals or add a new one by sending an API request through Zendesk interface directly. This is really convenient because you don’t have to switch between different interfaces anymore just to assign a new lead from Zendesk to your existing pipeline in Pipedeals; it can all be done within Zendesk interface.

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