Integrate Zendesk Sell Data with Zoho Analytics
Track the complete sales conversion process from lead generation to deal closure with the advanced analytics for Zendesk Sell. Use advanced ML methods like key driver analysis to detect the underlying factors that lead to the drop-off leads. Assess sales representatives' performance to identify strengths and areas for improvement, allowing you to strategically focus your efforts where they will drive the greatest impact and maximize results.
This integration comes with prebuilt reports and dashboards that help you get started with the analysis. Track key metrics like average deal size, average sales cycle, and much more.
- Setting up the Integration
- Handling Data Synchronization Failure
- Managing Data Sources
- Data Modeling & Preparation
- Data Visualization/Analysis
- Sharing & Collaboration
- Help & Support
Setting up the Integration
A user with administrator privileges (Account admin and Org admin) can configure the integration.
Follow the below steps to seamlessly import your Zendesk Sell data into Zoho Analytics
- Click Import Your Data from the Zoho Analytics home page.
- Access the Sales/ CRM tab and choose Zendesk Sell from the listed data sources.
- The Zendesk Sell Advanced Setup pane will open, Click Next.
- The Import from Zendesk Sell dialog will open, Specify the Workspace Name and additional information in the Workspace Description. Click Authenticate Zendesk Sell.
- Sign in to your Zendesk Sell account for Zoho Analytics to verify your identity.
- Select the Modules and Fields from which you intend to import the data.
- Choose the Data timezone.
- In the How Often section, you can schedule the data to be imported at regular intervals. Refer to the Data Sync frequency section to learn more.
- Click Create.
- Data import will be initiated and will take a few minutes based on the data being imported. An email and an in-app notification will be sent once the initial fetch is complete.
Note:
- The initial fetch might take a few minutes depending on the volume of the data to be imported. An email and an in-app notification will be sent, once the initial fetch is complete.
- The setup process can sometimes fail for a variety of reasons. In this case we request you to access the Data source tab and click the Retry link to import again. If the issue persists then write to support@zohoanalytics.com.
Modules & Fields
Modules | Fields |
Contacts | Contact ID , Creator ID , Owner ID , Is Organization , Associated Organisation ID , Parent Organisation ID Name , First Name , Last Name , Customer Status , Prospect Status , Title , Description , Industry , Twitter, Phone , Mobile , Facebook , Email , Skype , LinkedIn , Fax , Website , Street Address , City , Postal Code , State , Country , Shipping Street Address , Shipping City , Shipping Postal Code , Shipping State , Shipping Country , Billing Street Address , Billing City , Billing Postal Code , Billing State , Billing Country , Created Time , Updated Time |
Leads | Lead ID, Creator ID, Owner ID, First Name, Last Name, Source ID, Unqualified Reason ID, Created Time, Updated Time, Twitter, Phone, Mobile, Facebook, Email, Title, Skype, LinkedIn, Description,Industry, Fax, Website, Street Address, City, Postal Code, State, Country |
Deals | ID, Name, Created Time, Updated Time, Hot, Currency Code, Loss Reason ID, Source ID, Creator ID, Unqualified Reason ID, Last Stage Change Time, Last Stage Change User, Added Time, Dropbox Email, Owner ID, Value, Stage ID, Contact ID, Organization ID, Estimated CloseDate, Win Likelihood, Last Activity Time |
Users | User ID, Name, Email, Phone Number, Timezone, Created Time, Updated Time, Confirmed, App Role, Role ID, Role Name , Status, Invited, Team Name, Group Name, Reports To, Identity Type, Detached, Deleted Time |
Tasks | Task ID, Creator ID, Owner ID, Deal ID, Lead ID, Contact ID, Completed, Completed Time, Due Time, Overdue, Reminder Time, Name, Created Time, Updated Time |
Notes | Note ID, Content, Is Important, Created Time, Updated Time, Creator ID, Deal ID, Lead ID, Contact ID, Type |
Pipelines | Pipeline ID, Name, Created Time, Updated Time, Is Disabled |
Stages | Stage ID, Name, Category, Position, Likelihood, Active, Pipeline ID, Created Time, Updated Time |
Call Associated Deals | Call ID, Associated Deal ID |
Contact Tags | Contact ID, Tag |
Lead Tags | Lead ID, Tag |
Deal Tags | ID, Tag |
Lead Conversions | ID, Lead ID, Person ID, Deal ID, Created Time, Organization ID, Creator ID |
Deal Loss Reasons | Loss Reason ID, Creator ID, Name, Created Time, Updated Time |
Deal Unqualified Reasons | Unqualified Reason ID, Creator ID, Name, Created Time, Updated Time |
Lead Unqualified Reasons | Unqualified Reason ID, Creator ID, Name, Created Time, Updated Time |
Visit Outcomes | Outcome ID, Name, Created Time, Updated Time |
Deal Sources | Source ID, Creator ID, Name, Created Time, Updated Time |
Lead Sources | Source ID, Creator ID, Name, Created Time, Updated Time |
Sequences | Sequence ID, Name, Total Steps, Creator ID, Updated Time, Created Time, Unsubscribe Settings Enabled, Unsubscribe Link Locale |
Sequence Steps | Sequence ID, Sequence Step ID, Action Type, Delay From Previous Step, Delay From Previous Step Unit, Position, Is Reply, Task Content |
Calls | Call ID, User ID, Summary, Outcome ID, Duration, Phone Number, Incoming, Missed, Lead ID, Contact ID, Made Time, Updated Time |
Text Messages | Message ID, User ID, User Phone Number, Content, Lead ID, Contact ID, Incoming, Resource Phone Number, Send Time, Created Time, Updated Time |
Lead Collaborators | ID, Creator ID, Collaborator ID, Lead ID, Created Time, Updated Time |
Deal Collaborators | ID, Creator ID, Collaborator ID, Deal ID, Created Time, Updated Time |
Contact Collaborators | ID, Creator ID, Collaborator ID, Contact ID, Created Time, Updated Time |
Lead Sequence Enrollment | Sequence Enrollment ID, Lead ID, User ID, Created Time, Updated Time, Sequence ID, Finished Time, Finished Reason, Finished User ID, Status, Current Step Position |
Contact Sequence Enrollment | Sequence Enrollment ID, Contact ID, User ID, Created Time, Updated Time, Sequence ID, Finished Time, Finished Reason, Finished User ID, Status, Current Step Position |
Lead Sequence Enrollment Steps | Sequence Enrollment ID, Position, Delay From Previous Step, Delay From Previous Step Unit, Action Type, Task Content, Is Reply Email, Action Status, Executed Time, Estimated Execute Time, Failure Reason, Task ID, Overdue |
Contact Sequence Enrollment Steps | Sequence Enrollment ID, Position, Delay From Previous Step, Delay From Previous Step Unit, Action Type, Task Content, Is Reply Email, Action Status, Executed Time, Estimated Execute Time, Failure Reason, Task ID, Overdue |
Subscriptions | Contact ID, End Date, Is Infinite, Upcoming Periods Count,Recurring Revenue Currency-Current Month, Current Month Value, Current Month Normalized Value, Recurring Revenue Currency-Upcoming Month, Upcoming Month Value, Upcoming Month Normalized Value |
Products | Product ID, Name, Created Time, Updated Time, SKU, Cost Currency, Description, Active, Max Discount, Max Markup, Cost |
Visits | Visit ID, Creator ID, Summary, Outcome ID, Lead ID, Contact ID, Visited Time, Resource Address, Status, Created Time, Updated Time |
Orders | Order ID, Deal ID, Created Time, Updated Time, Discount |
Order Line Items | ID, Order ID, Name, Created Time, Updated Time, SKU, Currency Code, Description, Quantity, Price, Value, Variation |
Call Outcomes | Outcome ID, Creator ID, Name, Created Time, Updated Time |
Data Sync Frequency
Zoho Analytics offers flexible sync schedules to ensure that your data is always up-to-date for effective analysis. These schedules allow you to automate the process of updating your data, ensuring that your analyses are based on the latest information.
- 1 Hour (Enterprise plan only)
- 3 Hours (Standard plan and above)
- 6 Hours (Standard plan and above)
- 12 Hours (Standard plan and above)
- Every day (Basic plan and above)
Handling Data Synchronization Failure
Data synchronization can fail,
- If the data type of a field is changed in the Zendesk Sell Application.
- If the Modules and Field selected for analysis are deleted in the source application.
- If the user who configured the integration no longer has permission to access the modules.
In any of the above mentioned cases, the data sync will be paused. You will be notified via email and in- app notification with the exact reason for failure along with the solution.
To resolve the sync failure, delete or restructure the views, or restore the specific modules and fields from the source application. Refer to Data Sync failure and solutions article for more details.
Once you have made the changes, click the Sync now option in the data source tab to resume data sync. If the issue persists, contact support@zohoanalytics.com
Managing Data Sources
The Data Sources tab provides essential information to monitor and manage the integration setup. It also allows you to edit the settings as needed. Users with administrator privileges will be able to view and modify the connection settings.
Data Source Permalink
The Data Source Permalink helps you easily access the data source tab. Only the Organization Admin and Account Admin can make changes in the Data sources page, other users can know the synchronization details like whether the last data sync was successful or not, when the last data sync happened, when the next sync is scheduled to happen, etc. This link can also be pasted in dashboards so that everyone accessing the dashboard can know about the sync status.
Edit Setup
The Edit Setup tab allows you to add or delete modules or fields, change the schedule interval, and modify other settings specific to the business application.
To modify the settings,
- Click Data Sources > Edit Setup.
- The Edit Setup - Zendesk Sell dialog will open. Modify the settings as needed and click Save.
Re-authenticate
Re-authentication will be helpful when the API key or password is changed. In this case, the data sync will be paused, and the administrator who configure the connector setup must re-authenticate to resume the data sync.
To re-authenticate,
- Click Data Sources > Re-Authenticate.
- The Re-authenticate - Zendesk Sell dialog will open. Click Authenticate Zendesk Sell and enter the API Key and Domain to re-authenticate.
Sync History
The Sync History tab provides details about the data sync for the last 45 days. A successful data sync is marked in green, and a sync failure is marked in red.
To view the Sync history,
- Click Data sources > Sync History.
- A calendar with the Sync History of the last 45 days will open. The date when the data sync has happened will be highlighted. Hover to view the number of times the data had got synced on a specific date.
- Click the date to view more details.
- Time - Displays the time when the data is synced.
- Status - Shows whether the sync was a success or a failure.In case of failure, the reason will be displayed. Refer to this page to learn how to resolve the issue and avoid further failure.
Audit History
Zoho Analytics logs all the user activities and system events within the Zendesk Sell workspace. The following actions that are logged in Zoho Analytics,
- User Action: Create, Modules Added, Modules Removed, Fields Added, Fields Removed, Schedule Change and Entities Modified, Delete, Take Ownership, Re-authenticate, Sync Now, Retry.
- System Action: Plan upgrade or downgrade.
To view the audit history,
- Click Data Sources > Audit History.
- A dialog with the activities for the last 180 days will open.
Remove Data Source
Zoho Analytics allows you to remove the integration if needed. Removing the integration will suspend further data synchronization. The data tables and the reports will be available.
Click the Settings icon in the Data Sources tab, and select Remove Data Source from the drop-down menu.
Data Modeling & Preparation
Zoho Analytics allows you to combine data from various sources such as Files, Feeds, Databases and Business Applications for an in-depth analysis. Query Tables allows you to combine data from different tables to create reports.
While blending data from other data sources, Zoho Analytics automatically identifies similar columns and provides suggestions for lookups. Refer to the Joining Tables article for more details.
Data Visualization / Analysis
Zoho Analytics offers a wide range of visualization types to conduct your analysis. Refer to the Creating Reports section to learn more.The below table lists the range of visualizations supported in Zoho Analytics.
| Visualization | Types |
Bar | Stacked bar, Histogram, Horizontal bar |
Stacked Bar | Horizontal Stacked bar, 100% vertical and horizontal stacked bar |
Area | Area with markers, Smooth Area, Smooth area with Markers |
Line and Bar Combination chart | Bar with Line, Bar with Bubble, Bar with Scatter, Bar with Area, Area with Bubble, Line with Bubble and Custom Combination |
Bubble Chart | Bubble Pie, Packed Bubble, Word Cloud |
Stacked Area | Stacked area with markers, Smooth stacked area, Smooth stacked area with markers |
Map | Heat Map, Map Scatter, Map Bubble, Map Pie, Map Bubble Pie, Map Filled, Geo Heat Map |
Pie | Pie, Ring, Semi Pie, Semi Ring |
Tree map | Default View |
| Sankey | Default View |
Sunburst | Default View |
Race Chart | Default View |
Doughnut | Default View |
Matrix View | Pivot table |
Tabular | Summary and Tabular view |
Dashboards and KPI widgets | Single Numeric Widget, Dial Chart Widget Bullet, Chart Widget |
Sharing and Collaboration
- Share data and reports with your colleagues & friends with fine-grained permission
- Enable real-time commenting on a shared view to efficiently collaborate with your users
- Publish reports for wider consumption. Embed reports/dashboards within your websites, web applications, and blogs.
- Export, Email, and Print reports in a variety of formats.
- Use Zoho Analytics mobile apps (optimized for both IOS and Android platform) and access the reports and dashboards on the go.
Help & Support
We offer 24x5 technical support (Monday to Friday). In case if you need our assistance kindly do mail us your questions to support@zohoanalytics.com.
You can also reach out to us on our toll-free numbers.
United States: +1 (888) 900 9646
United Kingdom: +44 (20) 35647890
Australia: +61-2-80662898
India: +91 44 6965 6060