Zendesk Sell
Filament

Ask questions about your Zendesk Sell data

Connect Zendesk Sell to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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Setup in minutes

Zendesk Sell tracks your pipeline and contact activity, but understanding which marketing channels generate your best deals or how lead sources affect close rates requires connecting to your ad platforms and analytics tools. Filament links Zendesk Sell to your marketing stack and answers questions about attribution, conversion patterns, and sales performance in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Zendesk Sell KPIs with Filament Analytics

Connect your Zendesk Sell account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

View documentation

Key Zendesk Sell metrics you can track in Filament:

Deals
Track sales opportunities with stage, value, expected_close_date, custom_fields, and owner_id to analyze pipeline health and forecast revenue.
records:
stage_idvalueexpected_close_datecustom_fieldsowner_idcontact_id
Deal History
Monitor how deals progress through your pipeline with historical snapshots showing stage_changes, value_updates, and custom_field_changes over time.
records:
deal_idstage_idvalueupdated_atcustom_fields
Contacts
Access customer and prospect details including email, phone, organization_id, custom_fields, and tags to segment audiences and track relationships.
records:
emailphoneorganization_idcustom_fieldstagsowner_id
Contact History
Review contact engagement patterns with historical snapshots capturing field_changes, status_updates, and relationship_progression.
records:
contact_idupdated_atcustom_fieldstags
Leads
Track unqualified prospects with source, status, unqualified_reason, custom_fields, and owner_id to measure lead quality and conversion rates.
records:
source_idstatusunqualified_reasoncustom_fieldsowner_id
Lead History
Analyze lead qualification patterns with historical data showing status_changes, source_attribution, and conversion_timing.
records:
lead_idstatusupdated_atcustom_fields
Stages
Understand your sales process with pipeline configuration including stage_name, probability, position, and pipeline_id to calculate win rates.
records:
nameprobabilitypositionpipeline_id
Products
Track product performance with name, sku, price, cost, and active_status to analyze which offerings drive the most revenue.
records:
nameskupricecostactive
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Combine Zendesk Sell with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Zendesk Sell lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your Zendesk Sell data gets even more powerful when combined with other tools:

Zendesk Sell
Google Ads

Zendesk Sell + Google Ads

Connect Zendesk Sell deals with Google Ads campaigns to see which keywords and ad groups generate the highest-value opportunities and shortest sales cycles.

Zendesk Sell
HubSpot

Zendesk Sell + HubSpot

Connect Zendesk Sell pipeline data with HubSpot marketing activity to track how email campaigns, landing pages, and content offers influence deal progression and win rates.

Zendesk Sell
Google Analytics 4

Zendesk Sell + Google Analytics 4

Connect Zendesk Sell contacts with GA4 session data to understand which traffic sources and user behaviors lead to qualified leads and closed deals.

Benefits of Filament's Zendesk Sell Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your Zendesk Sell account

Connect your Zendesk Sell account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your Zendesk Sell data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build Zendesk Sell dashboards in minutes

Get tailored insights instantly and share them with your team.

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Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

Zendesk Sell integration FAQ

Everything you need to know about connecting Zendesk Sell with Filament and getting the most out of your data.