Is it possible to manage sales inside Zendesk Support? | The place for Zendesk users to come together and share
Skip to main content

Is it possible to manage sales inside Zendesk Support?

  • May 7, 2026
  • 1 reply
  • 24 views
Growthdot

 In many teams, support and sales are still handled in separate tools. Support agents work in Zendesk, while sales activity (tracking deals, follow-ups, or renewals) happens in a CRM.

This separation often leads to missing context, extra tool switching, and slower communication between teams. Because of that, some teams try to bring basic sales activity closer to where support already happens inside Zendesk Support.

Using a CRM and Deals app, it becomes possible to keep visibility on sales opportunities directly alongside support tickets. This helps when:

  • A customer contacting support is also in an active deal process
  • You need to track potential upsells or renewals during conversations
  • Support agents should be aware of customer status without switching tools
  • Sales and support teams need shared visibility on the same account
CRM and Deals App

 

1 reply

S
  • SLacoss
  • May 14, 2026

Hi There!

We handle sales within Support. When a customer visits our website and triggers a lead, a ticket is created in support which we call the form Opportunity. This is where agents can make calls and update results of sales conversations for the next interaction. You can schedule timed email and text nurturing automated messages which customers can  reply and interact with agents. 

There is a lot of other things such as fields that change as it switches from sales to support and Tags that tell triggers which group to go.

Terms & ConditionsAccessibility statement