zendesk_sell

Zendesk Sell

Zendesk Sell is a Ruby client for the Zendesk Sell (Sales CRM) API. This gem provides a robust and modular interface to interact with Zendesk Sell’s resources—such as leads, deals, contacts, companies, tasks, and users—using Faraday for HTTP requests.

Installation

Add this line to your application's Gemfile:

gem 'zendesk_sell'

Then execute:

bundle install

Or install it yourself via:

gem install zendesk_sell

Configuration

The client uses the SELL_ACCESS_TOKEN environment variable by default. You can also pass the token directly when initializing the client.

Using an Environment Variable

Set your token in your shell or Rails application configuration:

export SELL_ACCESS_TOKEN="your_actual_sell_access_token"

Direct Initialization

client = ZendeskSell::Client.new(access_token: 'your_actual_sell_access_token')

Available Endpoints

The zendesk_sell gem supports the following API endpoints:

• Leads: Manage potential customers and track leads.
• Deals: Create, update, and manage business opportunities.
• Contacts: Access and manage contact information for individuals.
• Companies: Organize and maintain details about companies or organizations.
• Tasks: Manage tasks and activities related to your sales process.
• Users: Retrieve and manage information about users in your Zendesk Sell account.

Direct Initialization

Below are several examples demonstrating how to use the client with various Zendesk Sell resources.

1. Listing Resources

List All Leads

client = ZendeskSell::Client.new
leads = client.leads.list(page: 1, per_page: 20)
puts leads

List All Deals

deals = client.deals.list(page: 1, per_page: 20)
puts deals

2. Retrieving a Single Resource

Retrieve a Specific Lead

lead_id = 123
lead = client.leads.find(lead_id)
puts "Lead Details: #{lead}"

Retrieve a Specific Contact

contact_id = 456
contact = client.contacts.find(contact_id)
puts "Contact Details: #{contact}"

3. Creating a New Resource

Create a New Lead

new_lead_attributes = {
  first_name: "Alice",
  last_name: "Smith",
  email: "[e-mail]",
  phone: "[phone]"
}
created_lead = client.leads.create(new_lead_attributes)
puts "Created Lead: #{created_lead}"

Create a New Deal

new_deal_attributes = {
  title: "New Business Opportunity",
  value: 5000,
  currency: "USD"
}
created_deal = client.deals.create(new_deal_attributes)
puts "Created Deal: #{created_deal}"

4. Updating a Resource

Update an Existing Lead

lead_id = 123
updated_attributes = { name: "Jane Doe", phone: "[phone]" }
updated_lead = client.leads.update(lead_id, updated_attributes)
puts "Updated Lead: #{updated_lead}"

Update a Company

company_id = 789
updated_company_attributes = { name: "Acme Corp", industry: "Technology" }
updated_company = client.companies.update(company_id, updated_company_attributes)
puts "Updated Company: #{updated_company}"

5. Deleting a Resource

Delete a Lead

lead_id = 123
client.leads.delete(lead_id)

Delete a Deal

deal_id = 456
client.deals.delete(deal_id)

6. Error Handling

begin
  lead = client.leads.find(9999)  # Assuming 9999 is an invalid ID
rescue ZendeskSell::Errors::ApiError => e
  puts "API Error: #{e.message}"
rescue ZendeskSell::Errors::ConnectionError => e
  puts "Connection Error: #{e.message}"
end

7. Search

results = client.leads.search(
  {
    "filter" => {
      "filter" => {
        "attribute" => { "name" => "email" },
        "parameter" => { "eq" => "[e-mail]" }
      }
    },
    "projection" => [
      { "name" => "id" },
      { "name" => "name" },
      { "name" => "email" }
    ]
  }
)

8. Testing

bundle exec rspec

Contributing

Bug reports and pull requests are welcome on GitHub at https://github.com/RTJ/zendesk_sell.

License

This gem is available as open source under the terms of the MIT License.