Setting up and using smart links in Sell

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7 Comments

  • Adrian Remedios

    Hi Sophie

    Can you please give another example of using Smart Links? (Not from the ones mentioned above)

    Also with the App Store introduction do you see this being used more?

    Thanks
    Adrian

    1
  • Serene Gao

    Hi Adrian,

    Thanks for reaching out! Another common example of Sell users utilizing the Smart Links would be for tracking shipments. For example, you may have a custom field named "tracking ID" on each Deal that is filled when a shipment is made; a URL link including this ID would take you to the tracking details page provided by the courier. You may then create a Smart Link to append with the "tracking ID" field.

    Let me know if you would like to discuss further, or reach us at support@zendesk.com if you run into any specific issues using Smart Links!

    Cheers,

    1
  • Sophie McMonagle

    Adrian Remedios

    Here is another example for you:

    Some of our customers use Smart Links to connect to BI/Reporting systems, ERP Billing Systems. For example, an external ID 123990092 is stored as a custom field in Sell, and the url is your company's equivalent of: https://abcinc.tableau.com/views/customer/123990092/dashboard).

    I'll get the actual article updated with this info too.

    1
  • Nick Wurm

    @...

    @...

    Any examples on how to programmatically populate either the "Tracking ID" or "External ID" value to the custom field in Sell?

    0
  • Laura Hippert

    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/reference/custom_fields

    Laura Hippert | Zendesk Sell Specialist | Senior Customer Advocate

    Visit our Support Center

    Call us at +1 888-670-4887 (press 1 for Zendesk Sell), Mon-Fri, 8am-5pm, Pacific Time

    1
  • Malay Sah

    Hi Sophie,

    Can we use Smart Link to configure SSO(single sign on) for external sites.

    Cheers.

     

    0
  • Austine Hipol

    Hi Malay, Smart Link is just a simple URL link with a possible variable value taken out of a Custom Field in Sell. This link is just opened externally and that's it. We don't believe this even matters as logging in (whether through SSO or in any different method) is controlled by the external app, so Smart Links can't work with SSO.

    Let me know if you have other questions.

    Austine Hipol
    Customer Advocate | Zendesk Sell

    Zendesk Sell CRM
    Visit our Support Center

    Contact us:
    +1 888-670-4887

    support@zendesk.com

    (Mo-Fr, 8am-5pm, Pacific Time)

    0

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