Laura Hippert

1. Sell
2. ...
3. Configuring your account
4. Setting up and using smart links in Sell

Hi Nick, You can use our API to get additional details about custom fields, including ID. Here is a link to our API documentation on custom fields: https://developers.getbase.com/docs/rest/referen...

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• Laura Hippert
• Erstellt 14. Mai 2020 19:07
• 1 Stimme

1. Sell
2. ...
3. Using Zapier integrations with Sell
4. Using Zapier with Sell

Hi Ranya! There are some fields that pull in a corresponding ID instead of a name value. I would recommend creating a Zapier lookup table (which can be done by adding a formatter step to your Zap)...

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• Laura Hippert
• Erstellt 13. Mai 2020 15:30
• 0 Stimmen

1. Sell
2. ...
3. Using Zapier integrations with Sell
4. Using Zapier with Sell

Hi HigherMe Admin - I have created a ticket with Advocacy and will respond to you from there!

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• Laura Hippert
• Erstellt 20. April 2020 19:13
• 0 Stimmen

1. Sell
2. ...
3. Working with leads and contacts
4. Merging leads and contacts

Hi Craig!  While there are no plans to have a feature that will allow you to merge a Lead with a Contact, the workaround would be to convert your existing Lead to a Contact and you can then merge t...

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• Laura Hippert
• Erstellt 5. Februar 2020 14:15
• 0 Stimmen

1. Community
2. Sell Q&A
3. "Contacts can't be merged because of an error" - what is the reason?

Hi Jakob! The most common reasons for that error come down to permissions or related to the associated company.  First, if the user who is trying to merge two contacts is not an admin and not the o...

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• Laura Hippert
• Erstellt 31. Januar 2020 16:22
• 0 Stimmen

1. Sell
2. ...
3. Working with Sell integrations
4. Creating deal invoices using the Xero integration

Hi Mark! While our default integration (built into Zendesk Sell) is solely for creating invoices for Deals, we do integrate with Zapier Zaps. Using Zapier you can create many integrations that will...

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• Laura Hippert
• Erstellt 27. Januar 2020 16:16
• 0 Stimmen

1. Community
2. Sell Q&A
3. How do I export contact emails from Deal contacts?

Hi Adam! Thanks for reaching out on the Zendesk Sell Community! At the moment, exporting Contact data (like email address) from a Deal isn't possible, however there is a workaround. You will need t...

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• Laura Hippert
• Bearbeitet 22. Oktober 2019 19:08
• 0 Stimmen

1. Support
2. ...
3. Apps and integrations
4. Salesforce: Mapping Salesforce fields to Zendesk fields

Hi Marc, You actually need to add the fields as custom fields in your Zendesk account. You can visit our article on adding custom links to Organizations or Users if you haven't don't this yet. 

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• Laura Hippert
• Erstellt 20. Februar 2019 21:06
• 0 Stimmen

1. Support
2. ...
3. Apps and integrations
4. Salesforce: Mapping Salesforce fields to Zendesk fields

Hi Marc~ The fields that can be mapped would have to be a comparable field. If the Salesforce field (Zendesk Support Organization) is not a field on the table above of allowed fields, you would not...

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• Laura Hippert
• Erstellt 20. Februar 2019 20:38
• 0 Stimmen

1. Community
2. Explore Q&A
3. Drillthrough not working

Hi there! It looks like we are currently seeing an issue with the Drillthrough feature, I will be creating individual tickets and reaching out to provide more information. I apologize for the incon...

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• Laura Hippert
• Erstellt 17. Dezember 2018 21:08
• 0 Stimmen