In this article, you will learn how to save contact data from Zendesk Sell to Mailtarget's Contact Book. This integration requires Zapier, so make sure you have a Zapier account.
Before starting, ensure you have existing leads in your Zendesk Sell account, as these will be used to test the integration.
Setting Up the Integration
- Open your Zapier account, click 'My Apps', and search for Mailtarget.co in the search bar.
- You will be prompted to enter an API Token. Open your Mailtarget account, go to the Integration menu, and select Zapier. Copy the API Token that appears.
- Paste the API Token into the field on Zapier and click 'Yes, Continue'.
- To confirm the integration, click 'Test'. If 'Success' appears, the integration is successful.
- In Zapier's 'My Apps' section, search for 'Zendesk Sell'. You will be prompted to log in to your Zendesk Sell account.
Set the Trigger
- Go to the 'Zap' menu and click 'Create zap'.
- Set a title for your zap.
- In the search bar, select 'Zendesk Sell'. Choose 'New Lead' as the Trigger Event.
- Select your Zendesk Sell account.
- Zapier will attempt to read one of the existing leads in your Zendesk Sell account. Ensure you have leads in your account and click 'Continue'.
Set the Action
- Search for Mailtarget in the search bar and click it.
- Choose 'Save Contact' as the Action Event.
- In the 'Customize Contact' step, match the fields with the required information such as Email, Firstname, and Label.
- A sample data that will be sent to the Mailtarget Contact Book will be displayed. Click 'Test & Continue'.
- Review the integration flow. If everything is correct, click 'Done Editing' and 'Turn on Zap' to activate the integration.
After setting up the integration, all new leads from your Zendesk Sell account will automatically be saved in Mailtarget's Contact Book.