If an email address is used by multiple contacts in Zendesk Sell, emails will only sync to the first record created. This can cause issues if you expect emails to appear under multiple contacts.
To identify duplicates, use the global search feature to find all leads or contacts with the same email address. Once identified, you can decide how to manage these records, such as consolidating information or creating custom fields for alternate email addresses. This ensures that all relevant communications are tracked properly.
If your emails aren't syncing in Zendesk Sell, there could be several reasons. First, ensure that the email address is correctly added to the lead or contact profile. If the email address is missing or incorrect, the emails won't appear in Sell….
To check if an email address is blocklisted in Zendesk Sell, you need to review your blocklist settings. The blocklist feature prevents Sell from tracking email conversations with specific leads and contacts. If an email sender is blocklisted,…
Emails deleted outside of Zendesk Sell are also removed from Sell because the email integration mirrors your external email account. This means any changes, like deletions, made in your email client will reflect in Sell. If you can't find an email…
Unfortunately, emails stored in subfolders won't sync with Zendesk Sell, as the integration only synchronizes the inbox and outbox folders. This means any emails you want to track in Sell should remain in these main folders. To ensure important…
If emails are not displayed in the activity feed in Zendesk Sell, it might be due to the activity feed filters. On a lead, contact, or deal card, you can filter what is displayed in the activity feed. Ensure that the 'Emails' activity type is…