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Creating Leads in Zendesk Sell from Chat

Learn how to create new leads in Zendesk Sell from Chat conversations with the integration.

Can I create new leads in Zendesk Sell from a Chat conversation?

Yes, you can create new leads in Zendesk Sell directly from a Chat conversation. This feature is part of the Zendesk Sell-Chat integration, which allows you to streamline your sales process by converting Chat interactions into actionable leads.

This integration helps you efficiently manage your sales pipeline by ensuring that potential opportunities are not missed and are promptly followed up on. It simplifies the process of capturing lead information and integrating it into your sales workflow.


More related questions

What is the Zendesk Sell-Chat integration?

The Zendesk Sell-Chat integration allows you to connect Zendesk Sell with Zendesk Chat. This integration enables you to access your Chats within Sell and view Sell data from your Chat interface. Additionally, you can see Chat history for your…

How can I access Chat history in Zendesk Sell?

You can view Chat history for your contacts, leads, and deals directly in the Sell Activity Feed. This feature is part of the Zendesk Sell-Chat integration, which allows you to seamlessly access and manage your Chat interactions within the Sell…

Does the Zendesk Sell-Chat integration work with Zendesk messaging?

Currently, the Zendesk Sell-Chat integration does not support Zendesk messaging. However, agents can still create Leads in Sell from the Support interface, ensuring that you can continue to manage your sales pipeline effectively. While the…

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