> ## Documentation Index
> Fetch the complete documentation index at: https://docs.atako.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Zendesk Sell

> Connect Zendesk Sell to your Atako agents — 11 read and 7 write actions.

Let your agents work your Zendesk Sell CRM — contacts, organizations, leads, deals, pipelines, notes and tasks.

## Connection

* **Authentication**: OAuth 2.0 (you authorize Atako via Zendesk Sell's consent screen; no key to copy) — or a Personal access token you paste in directly, if you prefer not to use OAuth.
* **Scopes requested**:
  * `read`
  * `write`
  * `profile`

<Note>
  To paste a personal access token: in Zendesk Sell (admin), Settings → Integrations → OAuth → Access Tokens → Add access token, then copy the token. To connect with OAuth instead, the platform uses a Sell developer app (Settings → Integrations → OAuth → Developer apps) whose redirect URL is the platform callback URL.

  See [Zendesk Sell's documentation](https://developer.zendesk.com/api-reference/sales-crm/authentication/introduction/).
</Note>

## Read actions (11)

| Action             | Description                                                                                                                                    |
| ------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------- |
| `get_contact`      | Fetch a single contact (person or organization) by id.                                                                                         |
| `get_current_user` | Get the Sell user the connection authenticates as (id, name, email, role).                                                                     |
| `get_deal`         | Fetch a single deal by id.                                                                                                                     |
| `get_lead`         | Fetch a single lead by id.                                                                                                                     |
| `list_contacts`    | List contacts (people and organizations), optionally filtered. Paginate with page (1-based) and per\_page (max 100); sort\_by accepts ":desc". |
| `list_deals`       | List deals, optionally filtered by contact, organization, stage, owner or source.                                                              |
| `list_leads`       | List leads, optionally filtered. Paginate with page and per\_page (max 100).                                                                   |
| `list_notes`       | List notes, optionally those of one lead, contact or deal, or matching a full-text query (q).                                                  |
| `list_pipelines`   | List sales pipelines.                                                                                                                          |
| `list_stages`      | List pipeline stages, optionally for a single pipeline (stage ids are needed to create or move deals).                                         |
| `list_tasks`       | List tasks, optionally filtered by record, owner, completion or overdue state.                                                                 |

## Write actions (7)

| Action           | Description                                                                                                                                                                          |
| ---------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| `add_note`       | Add a note to a lead, contact or deal.                                                                                                                                               |
| `create_contact` | Create a contact. A person needs last\_name (contact\_id = parent organization id); an organization needs is\_organization: true and name. is\_organization cannot be changed later. |
| `create_deal`    | Create a deal attached to a contact. Without stage\_id the deal lands in the first stage of the default pipeline; value is best sent as a string with two decimals.                  |
| `create_lead`    | Create a lead (a person or an organization). last\_name or organization\_name is required.                                                                                           |
| `create_task`    | Create a task, floating or attached to a lead, contact or deal. Dates are ISO 8601 (remind\_at must be before due\_date).                                                            |
| `update_contact` | Update a contact. Only the fields sent change; tags, when sent, replace the whole set.                                                                                               |
| `update_deal`    | Update a deal (move stage, change value, owner, hot flag…). tags, when sent, replace the whole set.                                                                                  |

## Permissions

Every action above must be explicitly granted to an agent before it can be used. See [Permissions](/integrations/permissions) for the grant model and [Security](/integrations/security) for how credentials are protected.

***

*Last reviewed against the provider API: September 2026.*
