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Understand the Zendesk Sell – NetSuite Quickstart integration template

The Zendesk Sell – NetSuite template gives you a complete view of your customers by automatically syncing data between Zendesk Sell and NetSuite.

The Zendesk Sell – NetSuite template contains integration flows to automate processes for Zendesk Sell customers who are syncing contacts and deals with NetSuite. After installing and configuring the Zendesk Sell – NetSuite template, you can enable only those flows needed for your business requirements.

zendesk-sell-ns.png

Features & benefits

  • Email tracking - Logs and records lead and contact related emails
  • Email notifications - Real-time push notifications and alerts when prospect clicks or reads the email
  • Activity reporting - Get access to reports like email count so that you can maximise selling opportunities
  • Mobile CRM - Receive critical email alerts on tablet or smartphone using mobile sales app
  • Email automation - Create/save unlimited email templates and merge tags like “name” and “company”
  • Cloud integrations accessible to anyone – whether you are an application admin, business analyst, advanced end user, or IT developer
  • Integrate effortlessly with purpose - built, out-of-the-box integration
  • Save time and minimise errors by eliminating manual data entry

Supported integration flows

The Celigo quick start bundle contains workflows that you can easily configure and deploy without coding or IT support. The following built-in flows sync from the specified source data to the corresponding destination. 

Zendesk Sell to NetSuite

Flow What’s not supported
Zendesk Sell person contacts to NetSuite contacts Add/Update
  • Delete person contacts
Zendesk Sell company contacts to NetSuite customers Add/Update
  • Delete customers
Zendesk Sell deals to NetSuite sales orders Add/Update
  • Delete and cancel sales orders

NetSuite to Zendesk Sell

Flow What’s not supported
NetSuite customers to Zendesk Sell company contacts Add/Update
  • Delete company contacts
NetSuite contacts to Zendesk Sell person contacts Add/Update
  • Delete person contacts

Error handling

Most integrator.io error messages will clearly explain the error and suggest troubleshooting methods. If you are unsure of what the error means, contact Celigo support.

For errors passed through from Zendesk Sell or NetSuite, see the respective endpoint documentation.

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