To ensure that tickets created from Sell are assigned to the correct groups in Support, you need to configure the groups and triggers properly. This setup helps streamline your workflow by making sure that the right agents can see and handle the tickets.
In the Admin Center, click on Objects and rules in the sidebar, then select Business rules > Triggers. Create a new trigger with conditions such as Status | Is | New and Tags | Contains at least one of the following | ticketfromsell. In the Actions section, choose the appropriate conditions to assign the ticket to the correct group. This way, your agents will have access to the tickets they need to manage efficiently.
You can easily customize the widget panel in Zendesk Sell to better suit your workflow. After integrating Sell and Support, you can adjust the position of the widget on the lead, contact, or deal card. This customization allows your sales reps to…
To keep your customers informed about their ticket status, you can enable email notifications for ticket requesters in Zendesk. By default, requesters do not receive notifications, so you'll need to create a trigger to enable this feature. In the…
To use the Sell-Support integration in Zendesk, you must have both Sell and Support products. This integration allows you to customize workflows and widget positions to enhance your team's efficiency. With the integration, you can change the widget…
Checking contributor permissions in Zendesk is crucial for ensuring that your team members are assigned to the right groups and can view all tickets assigned to them. This step helps improve the workflow for your contributors. To check if a…