Notify Team on New Lead Creation - Frequently asked questions
Discover how to notify your team when a new lead is created in Zendesk. Explore common questions and solutions to streamline your lead notification process.
Frequently asked questions
How can I notify my team when a new lead is created in Zendesk Sell?
Yes, you can notify your team when a new lead is created in Zendesk Sell. By default, Zendesk Sell has several preset notifications that send an email to users when certain actions occur, such as when a lead, contact, or deal is assigned to them….
What preset notifications are available in Zendesk Sell?
Zendesk Sell offers several preset notifications that are enabled by default to keep users informed. These notifications include alerts when a lead, contact, or deal is assigned to you, when a task is assigned to you, or when your task is due, and…
Can I customize notifications in Zendesk Sell?
Yes, you can customize notifications in Zendesk Sell, especially if you are on a higher plan level. This feature allows users to set up personalized notifications for their individual accounts, tailoring the alerts to their specific needs and…
How do automated task actions work in Zendesk Sell?
Automated task actions in Zendesk Sell allow you to streamline your workflow by automatically assigning tasks based on specific actions, such as when a new lead is created. This feature helps ensure that tasks are promptly assigned to the right…
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“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
“Our company is growing very rapidly, and we were receiving a lot of support requests. And our team was spending a huge amount of time on them. Now, our AI agent is resolving 84% of customer support conversations.”
Ella Roy Customer Success Manager
Zeffy
Zeffy
Read Zeffy's case study
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
“Since implementing My AskAI, the AI agent has deflected at least 68% of all customer queries. This has allowed us to get our average human response time down to under 60 seconds. A goal we've had for the last 6 months and finally achieved now with My AskAI.”
Conrad Jones CX and Service Leader
Zinc
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“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
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Natalie Onions VP of Customer Experience
Customer.io($50M+ ARR)
Customer.io($50M+ ARR)
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“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
"My AskAI's Intercom integration stood out not only because of its impressive answer accuracy but also because of how well it worked within our existing Intercom setup. The combination of precision and effortless setup made it invaluable."
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