Integrating your email with Zendesk Sell allows you to synchronize all your email communications with leads and contacts directly into Sell. This means every email you send or receive will be attached to the relevant contact's record, providing a complete history of your interactions.
To integrate your email, navigate to the 'Configuring email' section in your Sell settings. Here, you can set up your email integration, customize your email signature, and manage other email-related settings. This integration ensures that you have all your customer conversations in one place, making it easier to manage and track your sales activities. For more detailed steps, you can refer to the originalZendesk Sell resources.
Zendesk Sell offers two main communication channels: Email and Voice, including text messaging. These channels help you manage all customer interactions in one place. With the email integration, all emails sent or received from leads or contacts…
Managing communication activities in Zendesk Sell is streamlined through the Sell Communication Center. This feature allows you to view and manage all your interactions with leads and contacts, whether through email, calls, or texts. Every action,…
Sell Voice in Zendesk Sell allows you to make calls and send texts directly from the platform, providing a seamless communication experience. This feature includes call recordings and a full history of your conversations, ensuring you have all the…
Smart lists in Zendesk Sell are a powerful tool for organizing and managing your leads, contacts, and deals. They allow you to filter and sort your data based on specific criteria, making it easier to focus on the most important tasks. To set up a…
The Zendesk Sell mobile app allows you to manage your sales activities on the go, providing access to your leads, contacts, and deals from your mobile device. It includes features like geolocation, call logging, and task management. Available for…
Integrating Zendesk Sell with other apps enhances its functionality and allows for seamless data synchronization across platforms. You can connect Sell with apps like Google, Microsoft 365, Mailchimp, and more. These integrations enable you to sync…