Setting up and using smart links in Sell

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5 Comments

  • Adrian Remedios
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    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
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    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
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    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
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    Sophie McMonagle

    Serene Gao

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

    0
  • Laura Hippert
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    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

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