Editing Sync contacts from ActiveCampaign to Zendesk Sell (section)

= Sync contacts from ActiveCampaign to Zendesk Sell =

== Introduction ==
The integration of ActiveCampaign with Zendesk Sell allows you to streamline your sales processes by syncing contacts between the two platforms. This integration is particularly useful for businesses that rely on effective customer relationship management (CRM) systems to manage leads and customers efficiently. By automating the synchronization of contact information, you can ensure that your sales team has immediate access to the most up-to-date information without manual input, significantly reducing errors and saving time.

This feature matters because it enhances the efficiency of your sales processes, providing real-time updates as contacts are created or modified in ActiveCampaign. As a result, your team can focus more on building relationships and closing sales rather than managing data.

== How to Access This Feature ==
To access the feature for syncing contacts from ActiveCampaign to Zendesk Sell, you need to have an active Zendesk Sell account and available automations in your ActiveCampaign account. Ensure that your account has the right permissions and subscriptions that support this integration.

== Step-by-Step Instructions ==

To set up the connection and configure the syncing of contacts, follow these detailed steps:

1. **Access your automation** within ActiveCampaign.
2. **Click on “CX Apps”** in the right menu of the automation editor.
3. **Find and drag** the **"Create and update leads in Zendesk Sell"** action into your automation workflow.
4. **A dialog box will open.** Click the **"Connect"** button to initiate the connection.
5. On the next screen, click the **"Authorize"** button. This grants ActiveCampaign permission to access your Zendesk Sell account data.
6. You will be redirected back to ActiveCampaign, where a confirmation message saying **“Account Connected!”** will appear. Click **"Continue"** to proceed.
7. Next, click the **"Tags"** dropdown to apply any desired tags from Zendesk Sell to the leads being created through this automation action. This step is optional; click **"Continue"** afterward.
8. You must map the required contact fields: **last name** and **email** to the corresponding fields in Zendesk Sell.
9. If you wish to include more fields, such as **First Name**, **Phone Number**, or any custom contact fields, click **"Add Field Mapping"**, then select the appropriate fields from the dropdowns.
10. Once field mapping is complete, click **"Finish"**. 

The automation action will now be functional in your workflow, and you will see Zendesk Sell listed under your **"Connected Apps"** in ActiveCampaign.

== Configuration Options and Settings ==
The following are crucial configuration options and settings when syncing contacts:

* **Automation Action**: The primary method to sync contacts using the **"Create and update leads in Zendesk Sell"** action.
* **Mapping Fields**: You must map the necessary fields such as the **last name** and **email**, along with any additional fields you choose.
* **Tags**: An optional feature to apply tags from Zendesk Sell to the leads as part of this integration.

== Best Practices and Tips ==
* Ensure all required fields are accurately mapped to avoid missing data when creating leads in Zendesk Sell.
* Utilize the tagging feature strategically to organize leads within Zendesk Sell effectively.
* Regularly review the integration settings to accommodate any changes in your sales process or ActiveCampaign configurations.
* Test the integration with a few entries to ensure that contact syncing is functioning as expected before going live fully.

== Common Use Cases with Examples ==
* A sales team utilizes Zendesk Sell to manage customer relationships; syncing contacts from ActiveCampaign allows leads generated from email campaigns to be automatically added to Zendesk Sell.
* Marketing teams can use this feature to maintain real-time updates on leads they engage with, ensuring that any interested parties are immediately assigned to sales reps.

== Troubleshooting ==
If you encounter issues while syncing contacts from ActiveCampaign to Zendesk Sell, consider the following:

* Ensure that both ActiveCampaign and Zendesk Sell accounts are correctly set up and active.
* Check that the required fields are correctly mapped. Unmapped fields might prevent data from being sent over.
* If you are unable to connect your accounts, re-authenticate from the integration settings.
* Review if the action has been properly added to your automation workflow.

== FAQ ==
=== 1. Do I need a separate Zendesk Sell account for this integration? ===
Yes, this integration requires an active Zendesk Sell account.

=== 2. Can I connect multiple Zendesk Sell accounts to ActiveCampaign? ===
Yes, you can connect more than one Zendesk Sell account to your ActiveCampaign account.

=== 3. What types of contact fields can I sync to Zendesk Sell? ===
You can sync standard contact fields and custom contact fields from ActiveCampaign to Zendesk Sell.

=== 4. What happens when I disconnect my Zendesk Sell account? ===
No information will be lost in Zendesk Sell upon disconnection, but you will be unable to sync future contact information from ActiveCampaign.

=== 5. Is it necessary to map all fields to sync contacts? ===
You must map the **last name** and **email** fields, while additional mappings are optional.

=== 6. Can I add tags during the sync process? ===
Yes, you can apply tags from Zendesk Sell to the leads being created as part of the integration.

=== 7. How can I troubleshoot connection issues? ===
Ensure both accounts are active and configured correctly, check field mappings, and consider re-authenticating if necessary.

By following the steps outlined above, you can effectively set up and manage the synchronization of contacts between ActiveCampaign and Zendesk Sell, improving your CRM workflows and enhancing sales effectiveness.
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