Getting Started

Before installing, connect your Act-On Account to Zendesk:

In Act-On, go to Settings > Connectors > Zendesk Sell.
Click Connect.
Enter your security token and click Login.

Install and Connect

A Zendesk Administrator can install Act-On in the following steps:

In Zendesk Sell, navigate to Settings > Apps.
Click on the Marketplace button located in the top right corner of the My Apps page
While in the App Directory, search for “Act-On”
Click on Install for Act-On app
Once the app has installed, go to My Apps > Currently Installed
Hover over Act-On, click on Gear icon, and select Change settings
Enter your Act-On Account ID
Click Update

Add Widget in Layout

Now that the app has been installed, you can update your Lead and Contact layouts to include the Act-On widget.

Go to Settings > Customize > Layouts
From the Leads tab, click and drag Act-On Software card from the Hidden Widgets to the Leads widget panel
Repeat for the People tab

User Setup

To use the widgets, Zendesk Sell users must be added in Act-On as Sales Users. Act-On uses Single Sign-On (SSO) with Zendesk Sell to authenticate, but the user needs an account in Act-On.

To add a user:

In Act-On, go to Settings > Users > Sales Users
Click Add 'Sales Portal' User and enter the user's information (hint: the user's email must match in Zendesk)
Click Add User to confirm.
Important! Act-On will send the new user a verification email. The user must click the email link to receive a temporary password and log in for the first time.

Optionally, if you need to add a large number of users at one time, we recommend using Act-On's Create new account user API endpoint.

Next Steps

To continue setting up and using Act-On's integration with Zendesk, please visit our user guides.

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