Zendesk Sell
Okta

Zendesk Sell and Okta Integration

Seamlessly connect Zendesk Sell with Okta to streamline user management and enhance security across your sales platform.

Explore Triggers and Actions

New Deal Created
Trigger new event when a new deal is created in Zendesk Sell.
New Contact Created
Trigger new event when a new contact is created in Zendesk Sell.
New Lead Created
Trigger new event when a new lead is created in Zendesk Sell.
Create User
Creates a new user in the Okta system.
Get User
Fetches the information of a specific user from the Okta system.
Update User
Updates the profile of a specific user in the Okta system.

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

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What can Ayudo do with Zendesk Sell and Okta?

The Zendesk Sell and Okta integration empowers your sales team by simplifying authentication and user provisioning. With Okta’s robust identity management, you can automate user access, enforce single sign-on (SSO), and maintain strict security compliance within Zendesk Sell. This integration reduces administrative overhead, accelerates onboarding, and ensures that your sales data remains protected while providing your team with quick and secure access to the tools they need.

Connect
Zendesk Sell
and
Okta
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

What are the benefits of integrating Zendesk Sell with Okta?

Integrating Zendesk Sell with Okta provides streamlined user provisioning, single sign-on (SSO) capabilities, enhanced security through centralized identity management, and simplified access control, helping your sales team work efficiently and securely.

How does single sign-on (SSO) work with this integration?

With Okta’s SSO, users can access Zendesk Sell using their Okta credentials, eliminating the need to remember multiple passwords and reducing login friction, while maintaining strong security protocols.

Can I automate user provisioning and deprovisioning with this integration?

Yes, Okta automates the provisioning and deprovisioning of Zendesk Sell user accounts based on your organization's policies, ensuring that access is granted or revoked promptly as team members join or leave.

Is this integration secure and compliant with industry standards?

Absolutely. Okta provides enterprise-grade security features including multi-factor authentication (MFA), encryption, and compliance with standards such as SOC 2 and GDPR, ensuring your Zendesk Sell data is protected.

How do I set up the Zendesk Sell and Okta integration?

Setup involves configuring Zendesk Sell as an application within the Okta admin console, enabling SSO, and setting provisioning rules. Detailed step-by-step guides and support are available to help you get started quickly.

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