Sending Emails from Lead, Contact, or Deal Page
Learn how to send emails directly from a lead, contact, or deal page in Zendesk Sell. Use templates and merge tags for efficiency.
How do I send an email from a lead, contact, or deal page in Zendesk Sell?
Sending an email from a lead, contact, or deal page in Zendesk Sell is straightforward.
First, click on the Lead, Contact, or Deal you wish to email. Then, open the Details tab and click on the recipient's email address. This will open the Compose email window where you can write your message. Once you're ready, click Send. You can also add attachments, use email templates, or insert merge tags using the icons at the bottom of the email screen.
More related questions
How can I view my emails on the Zendesk Sell mobile app?
You can easily view your emails on the Zendesk Sell mobile app from the Today dashboard. To access your emails, navigate to the bottom of the Today page and click on 'Communication'. Here, you'll find all the emails exchanged with leads or…
How can I create an email template in the Zendesk Sell mobile app?
Creating an email template in the Zendesk Sell mobile app can streamline your communication. To create a template, click on Compose email, then the Template icon. Compose your email and click Save as Template. Give your template a unique name for…
How do I use communication history in Zendesk Sell?
Communication history in Zendesk Sell helps you keep track of interactions with leads, contacts, or deals. To view your communication history, click on Messages and then the Communication tab. This will show you all emails sent or received as part…
Interested indeflectingover 70% of your Zendesk support tickets?
Our AI customer support agent is here to help. Trained on all your help docs, installed directly into your Zendesk account, it can be used to automate customer replies for tickets or live chat. Learn more below.
Zendesk Support Tickets
Receive new tickets by email or a support form? This integration is for you.
Learn about our Zendesk ticket integration
Zendesk Messaging (live chat)
Using Zendesk's Messaging widget on your site for live chat? This integration is for you.
Learn about our Zendesk Messaging integration
Join1,000+ companies reducing their support costs and freeing up support agents for more important work
“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
Zinc
Read Zinc's case study
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
"My AskAI’s Zendesk integration is saving our support agents over 35 hours per week. A massive win for the team and mitigating hundreds of hours of combined waiting time for customers. We are very pleased with the results — which have allowed us to reinvest bandwidth into other strategic areas."
Natalie Onions VP of Customer Experience
Customer.io($50M+ ARR)
Customer.io($50M+ ARR)
Read Customer.io's case study
“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."
Howard Blick Customer Service Team Lead
Freecash
Freecash
Read FreeCash's case study
“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
Zinc
Read Zinc's case study
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
"My AskAI’s Zendesk integration is saving our support agents over 35 hours per week. A massive win for the team and mitigating hundreds of hours of combined waiting time for customers. We are very pleased with the results — which have allowed us to reinvest bandwidth into other strategic areas."
Natalie Onions VP of Customer Experience
Customer.io($50M+ ARR)
Customer.io($50M+ ARR)
Read Customer.io's case study
“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."
Howard Blick Customer Service Team Lead
Freecash
Freecash
Read FreeCash's case study
Reduce support costs.Spend more time on customer success.
Our AI customer support agents are already used by 👇
