Zendesk Sell connector

Use your Zendesk Sell data for reporting, automation and AI.

Data Panda brings your Zendesk Sell data together with the data from the rest of your business. From one place, we turn it into dashboards, automations, AI workflows and custom apps your team uses every day.

Zendesk Sell

About Zendesk Sell

The sales CRM, next to the ticket queue.

Zendesk Sell started life as Base, founded in 2009 by Uzi Shmilovici and a small team that were frustrated with the CRMs on the market at the time. The product launched as PipeJump, rebranded to Base in 2011, and became known for an Android and iOS experience that outsiders kept calling the best mobile CRM. Zendesk acquired Base in September 2018 and rebranded it to Zendesk Sell later that year, so customers could run sales and support on the same account.

Sell covers the sales CRM objects you expect: leads, contacts, accounts, deals, calls, tasks, notes, products and orders. It sits in a different part of the market than Salesforce: smaller sales teams that value the mobile app, lead and deal scoring out of the box, and the fact that the company on the deal is the same company that opened a ticket in Zendesk Support last week.

The point of pulling Sell into a warehouse is not that Sell lacks reports. The point is that the deal a rep closes in Sell is the same customer whose tickets land in Zendesk Support, whose invoices land in the accounting system and whose payments land in Stripe. That picture only shows up when Sell data sits next to all four.

What your Zendesk Sell data is for

What you get once Zendesk Sell is connected.

Pipeline next to ticket load

Sell pipeline, Sell history and Zendesk Support ticket volume on one customer view.

Win rate per rep, stage and deal size
Deal velocity from stage to stage, not only to close
Support load per account before the next renewal conversation

Deal-to-revenue automation

Make the hops from won Sell deal to paid invoice visible and automatic.

Won deal triggers invoice in Exact Online or Yuki
Stripe payment clears the deal's commission record
Lost deals with a reason worth revisiting feed a nurture sequence

AI workflows

Use Sell history to score which deals are likely to close and which are about to ghost.

Deal-close probability by stage, owner and industry
Stale-deal detection before the forecast has to be cut
Call-transcript summaries pulled from Gong pushed onto the deal

Custom apps on your data

Internal tools sales leaders ask for that Sell's UI does not bend to.

Rep scorecards with activity mix and conversion
Commission-preview app tied to real invoiced revenue
Territory boards that combine Sell deals with Support ticket load

Use cases

Use cases we deliver with Zendesk Sell data.

A list of concrete reports, automations and AI features we have built on Zendesk Sell data. Pick the one that matches your situation.

Win rate by repClose rate per rep, deal size and industry, rolling twelve weeks.

Pipeline velocityDays per stage, flagged when a deal sits twice its own median.

Forecast accuracyForecast versus actual close, by rep and by period.

Closed-won to first invoiceLag between a won Sell deal and the first paying invoice.

Sell deals against Support ticketsPipeline and ticket volume on the same account, month by month.

Lead-to-deal conversionWhich lead sources convert and which stall before the first meeting.

Activity-to-outcomeWhich activity mix (calls, meetings, emails) predicts close.

Mobile-logged activity rateShare of calls, visits and notes captured from the Sell mobile app.

Territory rebalancingDeal flow by region, so a light territory shows up before a rep complains.

Product-line contributionWhich Sell products and line items drive the margin, not only the volume.

Real business questions

Answers you will finally get.

Which reps close deals that finance ever sees?

Won Sell deals per rep matched to first paying invoice in the accounting system, with elapsed days and drop-off rate on the way. Ranks the reps whose wins turn into revenue quickly, next to the ones whose board numbers look good but never pay the rent.

Which accounts are running hot in Support while sales pushes expansion?

Sell account open-deal value compared to open Zendesk Support tickets and rolling CSAT on the same account. Surfaces the accounts where a renewal or upsell conversation is scheduled while the support queue is on fire, so sales and CS walk in with the same picture.

Which deals are stuck without anyone admitting it?

Deals that have sat in one stage longer than twice the median for that stage, flagged per rep and per value. Separates the deal waiting on legal from the deal the prospect has quietly moved on from.

Value for everyone in the organisation

Where each function gets value.

For finance leaders

Won Sell deals tracked to invoiced revenue in the accounting tool, with lag and drop-off visible. Forecasting meetings stop pretending that closed-won is revenue, because the reconciliation is already on screen.

For sales leaders

Pipeline velocity, win rate and activity mix per rep, next to the Support ticket load on the same accounts. Coaching and renewal conversations run on the same customer picture instead of two.

For operations

Territory load, stale-deal rate and lead-source quality over twelve months. Route and rep-mix decisions are made against revenue that cleared, not a pipeline snapshot on a Monday.

Ideas

What you can automate with Zendesk Sell.

Zendesk Sell

Pair with Zendesk

Match Zendesk Sell deals to Zendesk Support tickets on the same account

Open Sell deal value, stage and owner show up on the matching Zendesk Support organization, and the rolling count of open tickets, severity mix and recent CSAT show up on the Sell account. Sales and CS read the same customer picture, so a renewal conversation never starts while a P1 is still open.

Zendesk Sell

Pair with Stripe

Close the loop between a won Zendesk Sell deal and a paid Stripe invoice

A Sell deal marked closed-won is linked to the Stripe subscription or invoice it produced. First successful charge, dunning failures and churn events flow back to the deal, so commission, revenue recognition and customer health all read the same number.

Zendesk Sell

Pair with Exact Online

Turn closed-won Zendesk Sell deals into Exact Online invoices

When a Sell deal reaches closed-won, a sales invoice is drafted in Exact Online with the right customer, product lines and VAT treatment. The Sell deal reflects the Exact Online invoice number and paid state, so the rep sees when their deal turned into actual revenue.

Zendesk Sell

Pair with Gong

Push Gong call insights onto the matching Zendesk Sell deal

Gong call recordings, transcripts and deal-risk signals are matched to the Sell deal through the shared account and contact. Next-step summaries, competitor mentions and risk flags sit on the deal record, so a manager coaches on what the call contained instead of on what the rep logged.

Your existing tools

Your data lands in a warehouse. Your BI tools read from it.

You keep the reporting tool you already have. We connect it to the warehouse where your Zendesk Sell data lives.

Power BI Microsoft

Fabric Microsoft

Snowflake Data warehouse

BigQuery Google

Tableau Visualisation

Excel Sheets & pivots

Three steps

From Zendesk Sell to answers in three steps.

Connect securely

OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.

Land in your warehouse

Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.

Reporting, automation, AI

We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.

Two ways to work with us

Pick the track that fits how you work.

Track 01

Self-serve

We set up the foundation. Your team builds on top.

Zendesk Sell connector configured and running
Warehouse set up in your cloud account
Clean access for your Power BI, Fabric or Tableau team
Documentation on what's in the data model
Sync monitoring so you're warned before reports break

Best fit Teams that already have a BI analyst or data engineer and want to own the build.

Track 02

Done for you

We build the whole thing, end to end.

Everything in Self-serve
Dashboards built to the questions your team actually asks
Automations between your systems
AI workflows scoped to real tasks your team runs
Custom apps where a dashboard does not cut it
Ongoing delivery at a pace that fits your team

Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.

Before you book

Frequently asked questions.

Who owns the data?

You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.

How fresh is the data?

Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.

Do I need a warehouse already?

No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.

Is Zendesk Sell the same product as Zendesk (Support)?

No. Zendesk Sell is the sales CRM, previously known as Base before Zendesk acquired it in 2018. Zendesk Support is the ticketing and helpdesk product. They share the Zendesk account and can surface each other's data, but the underlying objects (leads, deals, accounts in Sell; tickets, users, organizations in Support) and APIs are separate. Our connector syncs each one with the data model that belongs to it.

Which Zendesk Sell objects does the sync cover?

Leads, contacts, accounts, deals, calls, tasks, notes, products, orders and line items, with tags and custom fields included. Renamed or retired pipelines and stages are kept historically, so win-rate trends still make sense after the team reshuffles a board.

GDPR-compliant

Data stays in the EU

You own the warehouse

A first deliverable live in four to six weeks.

We review your Zendesk Sell setup and the systems around it. Together we pick the first thing worth building.

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