Zendesk Sell Integration

The following article describes how to integrate Sprinto with Zendesk Sell. Zendesk Sell is a leading CRM and sell automation platform.

Note: We use Truto.one as our integration partner to integrate and fetch required user details from the Zendesk Sell account.

How this integration helps

• Integration helps to fetch the users list from the Zendesk Sell account.
• If an off-boarding staff member has access to the organization’s Zendesk account, Sprinto activates a check against the staff member to revoke Zendesk Sell access.

Prerequisites for Integration

• Log in to Sprinto as administrator.
• Ensure you have “Admin” access on the Zendesk Sell account you want to integrate.

How to integrate Sprinto with Zendesk Sell

1. Go to Settings > Available integrations and click Connect next to the Zendesk Sell icon.

2. On Integration page, select the acknowledgment checkbox, then click on Connect to Zendesk Sell.

   Note: Ensure you have turned on the option to display pop-up windows in your browser.

   

3. On Zendesk sell authentication page, click on Connect.

4. Login to Zendesk Sell with your credentials.
   Note: This completes connecting the Zendesk Sell account with Sprinto. Follow steps 6 onwards to complete the integration process.

   

5. On Sprinto app, go to Data Library> Access, then click on Add critical system.

6. On Add critical access system page, select the Zendesk Sell and click on Add System.

7. On Access page, click on the setting icon next to Zendesk Sell.
   

   

8. On Manage page, click on Configure/Choose to manage the following details:

   • Manage user access

     • All staff members are allowed access: Selecting this option allows all currently active staff members to have authorized access to the critical system.

     • Role-based access: Selecting this option allows selected org roles to have authorized access to the critical system.
       

       

     • Manage login type

       Note: Select all the implemented login type methods for the critical system. Multiple selection is allowed.

       • Password complexity enforced

       • Multi-Factor authentication enforced

       • Multi-Factor authentication recommended

       • SSO with identity providers

       • SSO with SAML systems

       • System access is protected by a VPN
         

         

   

Final step

This completes the integration procedure. To check for pending tasks or failing checks, go to Data Library > Access and review the Zendesk Sell critical system card.