Auto-Convert Leads with Same Email - Frequently asked questions
Discover how to automatically convert leads with matching emails to imported contacts. Explore common questions and solutions for seamless lead management.
Frequently asked questions
How can I prevent duplicate contacts when importing leads into Zendesk Sell?
To prevent duplicate contacts when importing leads into Zendesk Sell, it's important to keep your CSV files organized. Separate your imports into 'new records' and 'updating existing records'. This approach helps Zendesk Sell identify when to…
What is the best practice for importing leads and contacts into Zendesk Sell?
The best practice for importing leads and contacts into Zendesk Sell is to organize your CSV files into 'new records' and 'updating existing records'. This method ensures that Zendesk Sell can effectively manage duplicates by knowing when to…
Can Zendesk Sell automatically merge duplicate leads with existing contacts?
Zendesk Sell can help manage duplicates by merging leads with existing contacts if they share the same email address, but it requires proper setup. To enable this, organize your CSV imports into 'new records' and 'updating existing records', and…
How do I configure duplicate management settings in Zendesk Sell?
Configuring duplicate management settings in Zendesk Sell is crucial for managing duplicates effectively. You can set it to catch duplicates based on various criteria, such as matching email addresses. When importing your list, ensure you select…
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“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
“Our company is growing very rapidly, and we were receiving a lot of support requests. And our team was spending a huge amount of time on them. Now, our AI agent is resolving 84% of customer support conversations.”
Ella Roy Customer Success Manager
Zeffy
Zeffy
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“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
“Since implementing My AskAI, the AI agent has deflected at least 68% of all customer queries. This has allowed us to get our average human response time down to under 60 seconds. A goal we've had for the last 6 months and finally achieved now with My AskAI.”
Conrad Jones CX and Service Leader
Zinc
Zinc
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“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
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Natalie Onions VP of Customer Experience
Customer.io($50M+ ARR)
Customer.io($50M+ ARR)
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“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
"My AskAI's Intercom integration stood out not only because of its impressive answer accuracy but also because of how well it worked within our existing Intercom setup. The combination of precision and effortless setup made it invaluable."
Howard Blick Customer Service Team Lead
Freecash
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