Ask questions, share tips, and discuss best practices about Zendesk Sell setup, pipelines, and reporting
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https://support.zendesk.com/hc/en-us/articles/4408828858906 This does not work. You should be able to bcc an email with that link and have that email attached to that Contact. It, like ZD help, doesn't seem to work. Please prove different.
Hi, I have a lead that was created today (22-05-20T15.45). Our agent responded and scheduled an appointment (22-05-20T16:16)When I navigate to the Leads section I can see the Lead was added on 22/05/20. I can see in the column "Days Since Last Communication" that an interaction took place "Less than an Hour". So far so good. I am making an HTTP request to v2/leads. I see created_at and updated_at. Why is updated_at not showing the timestamp when the agent contacted the lead? Because I did not find it in the documentation of v2/leads, is there a way to get "Days Since Last Communication" over a request? Any other work-around? Thanks for the help!
The company I work for uses suiteshare to forward new customers to our whatsapp and create leads, but we need a replacement because we want to integrate it with zendesk sell and suiteshare has no native integration, do you know any alternative that has native integration with zendesk sell?
I was testing the new way for clients to unsubscribe from emails within Zendesk Sell. I used my account and now I would like to undo this action. Please let me know what steps I need to take for this to happen.
I am trying to run a report to show all leads and the latest activities tied to them? Please help
Hi, Is there a way to filter activities in the mobile app as there is for the desktop? I'm planning on relaxing some of our permissions to foster better cross-market collaboration but this is causing all users activities to show on the mobile app with no apparent way to filter down to a specific user. -- Roland
Hi, we need to understand the behavior of chat routing crossed with the operating hours of the departments. The need we have is the following: we want to route chats to different departments, which operate at different times, and we want that if the department that should receive the chat is offline because out of operating time, the visitor cannot start the chat (as it happens when all the agents are offline). The behavior verified up to this point is as follows:- We have run tests with two departments, which we will call Dip_A and Dip_B. Dip_A is offline because it is out of operating time, Dip_B is online.- The visitor clicks on the widget and the chat is associated to Dip_A through a trigger that is activated "When a visitor has loaded the chat widget".- At this point, however, the visitor can still start the chat, which is directed to Dip_A, without giving any warning. The chat cannot be seen by the Dip_B agents, who are online, because it is addressed to Dip_A
Hallo Zusammen, ich würde gerne in der E-Mail Vorlage folgende Anrede einpflegen: "Sehr geehrter Herr Schilling" oder wenn weiblich "Sehr geehrte Frau Schilling" - Der Name kann ich mit Platzhaltern einstellen. - Anrede geht nur über neues Feld? - Geehrte / r - wie kann ich das einstellen? Als extra Feld ist es sehr umständlich, weil man bei der Kontaktanlage, dann das auch ausfüllen muss. Kann man nicht automatisiert einstellen, dass wenn der Titel Frau ist, dass automatisiert geehrte genommen wird? Vielen Dank für eure Hilfe
Hi, In Sell, exporting a smart list of deals with Products (Product Catalogue) provides two reports. Deals c/w products Deals c/w products by products I need to pull in data via the API that is similar to the 2nd report. This does not appear to be be doable via this method https://developers.getbase.com/docs/rest/reference/products. Is there another way?
The Suite team has the robust APIs - Standard Rate Limit and the Suite Growth has the Robust APIs Advanced Rate limit what does this mean?
Is there a current solution that when a support User(end-User gets created/updated ) we can call a webhook to make an update to our database ?
Hi everyone, Hope all is well with you and are beside a lake or beach somewhere. Yes, get back to this post, when you're back ;) In Zendesk Sell, I have created a subscription for one of my clients and I'd like to see that reflect in the "Revenue this month" in my dashboard. Is that possible? Kindly, Dominic
Hi all, I hope you're having a great day today. From Zendesk Sell, can I create lead automatically from Zendesk Support using a Webbook? I know of the integration which agents can use but I would like something automatic. I'm not sure how the API can be used here. Please help. Kindly, Dominic
The default calendar is set to the correct email account and multiple calendars are connected, but the Sell calendar is completely blank.
Hi, Is there any way to create a merge tag with my Users Calendar link in Zendesk Sell? We use calendly, and often like to include this calendar link in email sequences.
My colleague has realized that for a while now, she has been typing notes into the wrong contact (in Zendesk Sell). We need to move these notes to the correct contact; however, we cannot merge the two contacts because we need to maintain both of them. Is there any way to do this?
How's anybody else noticed the large amount of blank wasted space on the left side this morning (November 18, 2021)? It wasn't there yesterday. I am hoping this is just a glicth and the normal view will be restored soon. If they did this purposely, it makes zero sense. It's just a huge blank area.
Hi all, We're exploring Sell since a month now and did our firsts imports. We are wondering if we also can import middle names. Here in the Netherlands we're having a lot of last name's like 'de Vries' or 'van Houten'. Those 'de' and 'van' are common seen as a middle name and not particular as a last name. We are also used to sort contacts on their last name, which is in that case 'Vries' or 'Houten', not 'de' or 'van'. That's not possible when we import the last names including the middle names. We are also used to write only the first and last name in capitals, not the middle name. Having this middle and last name separated will make it easier to keep this capitals at the right spot (also due to synching with our ERP system). I'm curious if there is a solution and if not, how other people work with those 'middle names'.Thanks a lot for your support! Ronald
I have set up a new sales pipeline in Sell and moved our entire sales team over to it. When I try to delete the old pipeline I get the following message: None of my active or disabled users are assigned to this pipeline. I have checked each user one by one as well as via the "Users" assignment in the Sales Pipeline "object". What else can I do?
I'm trying to connect Get Response to my Sell account. I am asked, while setting up the integration, to type the host address. mycompanyname.zendesk.com doesn't work. I can't find any solution nor info about what it means. Get Response help/chat assistant has no answer to solve it. Any thoughts?
Hello I am the owner of our Zendesk Support account, and have been given admin rights to our Zendesk Sell account in order to be able to merge them, however, I cannot seem to do so. When I select the option "No, we don't use Zendesk Support" and enter our Support domain, I just get a red exclamation point and can't proceed. When I select the option "Yes, we use Zendesk Support and want to connect Sell and Support" and enter our subdomain, I get an error message which says "This job calls for extra help". Following either of the 2 links in the error message just takes me in a loop of the above 2 options. Please help!
We're getting an error message when we try to markup the price on a SKU that is in a parked deal. It's only happening with one SKU, all the others will let us mark them up. I've compared them side by side in the catalog and the only difference is the SKU and pricing. The error message reads: Value of this product can not be higher than$428.35 we are trying to mark it up to $480. How do we fix this so that we don't have to rekey hundreds of orders that are parked and waiting to be released?
We are reviewing a current request to assign Automated Tasks on creation, and/or change in a Deal. The baseline functionality is there, but automated tasks are system-wide, and cannot be conditioned to execute based on criteria (Company / Business Unit) and assigned to different users based on the criteria. My questions: Is there functionality in the development queue, which would provide the ability to condition assignments based on a field / custom field within a deal. If not, our intention would be to create an api to support the creation of tasks, and assignments. Would this be a viable option?
Do we have an option to just send straight emails from Zendesk to our end users without going through a ticket like in SalesForce? We need the option for our agents to email the end user without opening or reopening a ticket. This would be amazing and would allow better tracking to see what is getting sent out and from whom it has been sent.
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