Accessing Automated Actions on Zendesk Sell Professional Plan
Why can't I access automated actions on the Professional plan in Zendesk Sell?
If you're on the Professional plan and can't access automated actions, it might be due to plan restrictions. Some features, like automated actions, may require an upgrade to a higher plan. If you encounter issues with upgrading, it's best to contact Zendesk support for assistance.
More related questions
How do I create automated task actions in Zendesk Sell?
Creating automated task actions in Zendesk Sell is a great way to streamline your workflow. To get started, you'll need Sell admin rights. First, click the Settings icon, then select Business Rules > Automated actions. Click 'Build your first…
Can I update custom fields automatically in Zendesk Sell?
Yes, you can update custom fields automatically in Zendesk Sell when creating automated task actions. When defining your automated action, you have the option to update an existing custom field. Simply click 'Update custom field', select the…
What are the available triggers for automated actions in Zendesk Sell?
In Zendesk Sell, the available triggers for automated actions are limited to record creation and a deal's stage being updated. If you need other triggers, you'll have to build them using the Sell API. This limitation means that while you can…
Can I automate sending emails with Zendesk Sell's automated actions?
Unfortunately, Zendesk Sell's automated actions do not support sending emails automatically. The feature is designed to create tasks, which can notify agents to send emails manually. If you need to automate email sending, you might need to explore…
Is it possible to customize automated actions for individual sales reps in Zendesk Sell?
Currently, Zendesk Sell does not support customizing automated actions for individual sales reps. The actions are applied at a company-wide level, which means they cannot be tailored to individual preferences or specific team members. This…
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