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.Prerequisites
How to Connect
Log in to Zendesk Sell
Log in to your Zendesk Sell account.
Generate a Personal Access Token
Navigate to Settings > Integrations > API > OAuth > Personal Access Tokens and generate a new token.
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.
Frameworks Supported
| Framework | What It Proves |
|---|---|
| SOC 2 | CRM access controls and user management are enforced |
| ISO 27001 | Data access and user management policies are implemented |