Sell

Goodmorning everyone.I am looking to import over 5000 opportunities from PIPEDRIVE to SELL. I am able to import opportunities and contacts (by dividing the original file). FIRST QUESTIONThe problem is to associate emails with opportunities. How you do it? Maybe I have 3 opportunities from the same client but the emails I exchanged with him are aggregated by opportunity. How can I replicate this situation on SELL? SECOND QUESTIONI have a pipedrive export file of over 11,000 activities, how can I import them to SELL and correctly associate them with individual opportunities without errors? ThanksLuigi Sghinolfi

Hi,  I want to create a custom bar chart in Zendesk Sell where I can sort on opportunity "stage".  Is there anyway to create a custom bar chart or are you limited to the charts that Zendesk provide?   Regs Maheen. 

Ever since the recent update our team has been having serious issues logging into Sell. Passwords will sometimes not work even when we know them to be correct, and sometimes we are redirected to error pages when trying to log in. Is this a known problem with the new system?

Sync and firehose API documentation (https://developers.getbase.com/docs/rest/articles/sync/requests) claims to send deleted events. However, I tried deleting a deal but did not receive the deleted event. Following is what I did:1. Created a new deal via UI2. Start sync, via /v2/sync/start (sync API)3. Fetch data from queue: /v2/sync/$SYNC_SESSION_ID/queues/main 4. Received the newly created deal as response5. Deleted the deal via UI6. Fetch data from queue: /v2/sync/$SYNC_SESSION_ID/queues/main7. Did not receive the deleted event for that deal.Same is the case with firehose API.Is this expected? 

Hi, Can the Sell calendar be adjusted ? Can a Sell user adjust their calendar view in Sell  to start with a Sunday?  Thanks   

I have an application that consumes from the firehose API /v3/deals/stream endpoint and the unqualified_reason_id field is not present. If I query /v2/deals, then the unqualified_reason_id field is present. Are there plans to add unqualified_reason_id to the firehose API for deals so that it matches v2 endpoint?

When I make a request to the API to create a product without the SKU key, I get the error "resource: product, field: /data/sku, code: blank, message: attribute can't be blank, details: This field may not be null." If I provide the key and set it to an empty string (""), it gives the same error. Putting anything in the string allows the product to be created. However, from the Sell UI, you can leave the SKU blank and it adds fine. How do I create a product from the API with a blank SKU? If I can't, this is a bug...

I'm developing a Zendesk Sell application but I'm facing a weird problem when trying to test the application locally. In order to test it locally, I have to apply a ?zat=true at the end of the URL but the problem is that as soon as I move to another URL, the ?zat=true disappears. For example, I'm on URL https://app.futuresimple.com/working/leads/4810730?zat=true but as soon as I move to https://app.futuresimple.com/working/contacts/4810731 the ?zat=true disappears from the URL.I genuinely can't figure out what is causing this. I scoured the documentation and couldn't find anything about this.

My team has made good use of the integrated email in Zendesk Sell. Particularly the ability to filter Leads and Contacts based on Everyone's Communication (without necessarily seeing the content of the emails). As a manager, it is difficult however for me to see which of our team members are communicating via Zendesk and which are using outside channels. I love the Activity Feed provides me an overview of  general productivity and sales cycle.Is there a way to see email activity (at least a summary of outbound email) through the Activity Feed (next to My Dashboard) or by other means?   -Peter Veal

I just sign for Zendesk Sell and Zendesk Talk. For both i get a phone number put directly in the USA ? For zendesk Sell I need to change it or be able to assign different phone number depending of agent. I just send a doc for vertification. But i dont know how to be able after to change numbers or add number on Sell.   For Zendesk Talk i just send all the docs asks for the verification.    My question is does for Zendesh sell number are manage by zendesk talk ? How to get different number for agent in zendesk sell ? In zendesk sell doc ask for number phone are different than in zendesk talk ?  Screenshots removed by the Zendesk Community team as it contained sensitive data.   

When using the product catalog in Sell you can set a discount and markup on a product. Can we set a default markup and discount so I don't have to add it to each product individually and it is prefilled when adding a new product?

Hello. I use php lib to api with zendesk sell.  I have custom field for leads: {"items": [{"data": {"id": 1757838,"name": "Интересующая модель авто","created_at": "2018-09-05T23:02:42Z","updated_at": "2021-04-19T18:05:19Z","type": "list","choices": [ {"id": 44,"name": "Opel Astra K SportsTourer"}, {"id": 9,"name": "Opel Grandland X"},............]},"meta": {"type": "custom_field"}}],"meta": {"type": "collection","count": 1,"links": {}}} So I want to get all leads, where my custom_field (id 1757838) is "Opel Grandland X" (id 9). I try:  $answer = $basecrmclient->leads->all(["per_page" => 100, "status" => "Квалификация", "custom_fields" =>[[1757838=>"Opel Grandland X"]], "owner_id" => "1491217", "sort_by" => "updated_at:desc"]); And get error:     [code] => invalid_param   [message] => invalid request query parameter   [details] => The request query parameter 'custom_fields/0' is malformed, missing, or has a

Hello, We would like to integrate an in-house telephony system with Zendesk Sell.The idea is to record calls made internally in Zendesk Sell in real time (asynchronous) via API CORE => https://developers.getbase.com/docs/rest/reference/calls I am using the BaseCRM for NodeJS library => https://www.npmjs.com/package/basecrm How do I create a call in Sell and load this payload.json:{"data": {"user_id": 2344650,"summary": "Schedule another call.","recording_url": "https://api.twilio.com/2010-04-01/Accounts/hAkjsahhd719e/Recordings/RKOHurusajda","duration": 115,"phone_number": "+ 44-208-1234567","incoming": false,"missed": false,"resource_type": "contact","resource_id": 298467616,"made_at": "2021-04-21T11: 08: 56Z"}} If this is the request.json method, what is the syntax?If not, could you offer me a solution? This point is crucial thank you in advance

Is it possible to add a second email addresses to a contact or lead in Zen Sell?

For each new deal we need the agent to follow a list of tasks. One task can be created automatically using "Business rules" automation setting. Now, how about 10?

Hello, A company might have detected that it is more suitable for them to set as the default stage when a deal is created a different one to the initial one (for example, qualification instead of prospecting). Would it be possible? It might still be interesting for that company to use the initial stage (prospecting) for certain circumstances. Thanks. 

Hi Having hard time troubleshooting our Kuando Busylight, to function with indbound calls using Zendesk Sell. Will the Zendesk Adherence app do the trick or ? The Kuando Busylight does not register when phone is calling or when in a active call. (No changing lights)  Appreciate any advice Thank you in advance.

We are having an issue. Example a new lead comes in as John Doe. We convert him to the deals pipeline. We close on the deal. The next day he puts in another lead. When we email him, the communication still shows in the old deal thread. We want it to show separately, because everything is jumbled all together .