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 action' and select the trigger event for the new action. After that, click 'Continue to Event Actions' to define what happens when the trigger event occurs. You can create single or multiple tasks, and even update custom fields. Once you're done, click 'Activate Automated Action'. Your actions will be listed on the Automated Actions page, where you can edit or delete them. For more details, check out theoriginal documentation.
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…
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…
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…
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…
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…