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How to Create a Lead from Support - Frequently asked questions

Discover how to create a lead from Zendesk Support. This page answers common questions and provides insights into the lead creation process.

Frequently asked questions

How can I create a lead in Zendesk Sell from a Zendesk Support ticket?

You can create a lead in Zendesk Sell directly from a Zendesk Support ticket using the Zendesk Sell app. This feature is available when there is no existing lead or contact in Sell that matches the ticket requester's details. To create a lead,…

What should I do if a lead already exists in Zendesk Sell for a Support ticket requester?

If a lead or contact already exists in Zendesk Sell for a Support ticket requester, the option to create a new lead will not be available. The Zendesk Sell app checks for existing matches before allowing the creation of a new lead. In such cases,…

How do I set up the Zendesk Sell app in Zendesk Support?

Setting up the Zendesk Sell app in Zendesk Support is essential for creating leads from Support tickets. This setup allows seamless integration between your support and sales processes. To set up the app, follow the instructions provided in the…

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