How do I move notes from Zendesk Support into Sell, and notify my user?

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2 Comments

  • Jay Clementson

    Hello Kenzie,

    You may need to update your article because when I send a note to sales from the support app it will automatically @ mention anyone involved with the contact - Is this correct or a glitch? 

    Thank you,

    0
  • Jason Schaeffer
    Zendesk Customer Advocate

    Hi Jay,

    When a Support Agent selects to leave a note in Sell on a Lead/Contact, the integration will @mention the Lead/Contact Owner in Sell on the Note so they receive a notification on the Note (unless they have opted out of notifications on Notes). that is expected behavior. It should not @mention anyone involved with the contact”, just the 1 Owner of the record in Sell.

    If that is something you are experiencing we would want to take a look at it for you and check out any examples you may have.

    Thanks!

    Jason Schaeffer | Customer Advocate | Support@zendesk.com

    1

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