Zendesk Sell analytics from your own data
Sales deals from your Zendesk Sell account, analysis-ready.
What you can learn from your Zendesk Sell data
Once Zendesk Sell is connected, these are the questions your data can answer. Each one has a free tool that shows the method on a sample first.
What data it brings
- deals: Deals: stage id, currency, value, hot flag, owner id, and created, updated and estimated close dates (no deal names, notes or contacts).
A question you can ask
“What is the total value by stage id?”
Ask it in your own words. You get the answer, with the steps that made it.
How to connect it
You connect with a key you create in your Zendesk Sell account. It takes a few minutes.
- In your MCP Analytics account, open Connectors and choose Zendesk Sell. The setup form opens there.
- In Zendesk Sell go to Integrations, then OAuth, then the Access Tokens tab, and choose Add User Token. You need Account Management privileges.
- Enter a description, choose Save, and copy the token shown. The token has no scope to choose.
- Paste it into the setup form. The connection only reads deals.
Zendesk Sell help page for this step →
We test the connection before we save it, so you know right away if a step was missed.
What we keep, and how to disconnect
We keep the key or login you give us, encrypted, and use it only to read the data you ask about. Other accounts cannot see your connections. To stop, open Connectors in your account and choose Remove on the Zendesk Sell row; that deletes the saved key. You can also cancel the key in Zendesk Sell itself.
Questions
What can I learn from my Zendesk Sell data?
You can see where people drop off between steps, what the next weeks or months may look like, and the few items or customers that bring most of the results. Each one has a free tool that shows the method on a sample.
Will this change anything in my Zendesk Sell account?
No. We only read. Nothing in Zendesk Sell is changed.
Can I use a file instead?
Yes. Export a CSV from Zendesk Sell and upload it. Connecting just saves you the export each time.
Can I combine Zendesk Sell with my other data?
Yes. Connect each source, then ask a question that names both.