Prerequisites for Zendesk Sell-Support Integration
What are the prerequisites for using the Sell-Support integration?
To use the Sell-Support integration in Zendesk, you must have both Sell and Support products. This integration allows you to customize workflows and widget positions to enhance your team's efficiency.
With the integration, you can change the widget position for tickets in Sell and adjust workflows in Support to ensure tickets created from Sell are directed to the right place. This setup is essential for optimizing your sales and support processes, ensuring seamless communication and task management between teams.
More related questions
How can I customize the widget panel in Zendesk Sell?
You can easily customize the widget panel in Zendesk Sell to better suit your workflow. After integrating Sell and Support, you can adjust the position of the widget on the lead, contact, or deal card. This customization allows your sales reps to…
How do I ensure tickets from Sell are assigned to the right groups in Support?
To ensure that tickets created from Sell are assigned to the correct groups in Support, you need to configure the groups and triggers properly. This setup helps streamline your workflow by making sure that the right agents can see and handle the…
How can I enable email notifications for ticket requesters in Zendesk?
To keep your customers informed about their ticket status, you can enable email notifications for ticket requesters in Zendesk. By default, requesters do not receive notifications, so you'll need to create a trigger to enable this feature. In the…
How do I check contributor permissions in Zendesk?
Checking contributor permissions in Zendesk is crucial for ensuring that your team members are assigned to the right groups and can view all tickets assigned to them. This step helps improve the workflow for your contributors. To check if a…
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