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Overview

The Zendesk Sell integration monitors your sales CRM platform: users, contacts, and deals. LowerPlane uses read-only access via a Personal Access Token to collect compliance evidence automatically.

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Prerequisites

You need Zendesk Sell Admin permissions to generate a Personal Access Token.

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How to Connect

1

Log in to Zendesk Sell

Log in to your Zendesk Sell account.
2

Generate a Personal Access Token

Navigate to Settings > Integrations > API > OAuth > Personal Access Tokens and generate a new token.
3

Connect in LowerPlane

Go to Settings > Integrations in LowerPlane, find Zendesk Sell, enter your API Key (Personal Access Token), then click Connect.

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What LowerPlane Monitors

Users

User accounts, roles, and access permissions.

Contacts

Contact records and data access patterns.

Deals

Deal records, pipeline access, and data handling.

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Frameworks Supported