Setting up and using smart links in Sell

Smart links let you quickly access other applications or web pages from your Zendesk Sell account. If you have systems that use a unique URL ID, you can use smart links to dynamically link to them from your leads, contacts, and deals in Sell.

Note: Smart links are available on both the web and mobile app, but must be set up from Sell web settings.

This article covers the following topics:

• Configuring smart links
• Examples of using smart links
• Using smart links from a mobile device

Configuring smart links

You must configure smart links before you can use them, and you'll also need to create a custom field to hold the unique identifier (see Creating and managing custom fields). 

You need admin rights to configure smart links.  

To configure smart links

1. Click the Settings icon (), then select Customize > Leads for leads, Customize > Contacts for contacts, or Customize > Deals for deals.
2. If you haven't done so already, on the Fields tab, create a custom field to hold your unique identifier. For example, we've used a custom field called YouTube video.
   Note: The custom field used for storing a unique identifier must be a "Single Line Text" field type (see Creating and managing custom fields).
   Each YouTube video has a unique identifier at the end of its URL, for example:
   https://www.youtube.com/watch?v=dQw4w9WgXcQ. This would be the unique identifier that you enter into the custom field on your contact card.
3. Select the Smart links tab.
4. Click Add Smart Link to start setting up your new link.
5. Give your smart link an App name and URL.
   For example, if you were setting up a smart link for YouTube, the App name might be YouTube and the URL would be:
   https://www.youtube.com/watch?v=
6. Click Insert merge tag to add the custom field that you've used to store the unique identifier.

   

7. Choose where the application should open.  Click either the Open in new window or Open inside Sell.
8. Click Save to save the new smart link.
9. On a contacts page, add a value to the new custom field, for example, dQw4w9WgXcQ.
   You'll see a new Smart Links button appear on the right side of your lead, contact, or deal page and you'll see the new smart link as a clickable link. Click the link to take you directly to your application or web page.

Examples of using smart links

You can see one example of using smart links to link to a video site like YouTube in Configuring smart links.

Tracking ID example

A common example for using smart links is to track shipments. For example, you could set up a custom field called Tracking ID on each deal.  The field would be updated with the tracking ID when a shipment is made. A URL link including this ID would take you to the tracking details page provided by the courier. You could then create a smart link so that you can click the tracking ID and view the shipment progress for that deal.

Reporting and billing system example

Some customers use smart links to connect to reporting systems or ERP billing systems. For example, you could set up a custom field called Reporting system.  The field would contain an external ID, for example, 123990092. A URL link including this ID would take you to the reporting details page for that contact. You could then create a smart link so that you could click your company's equivalent of: 
https://abcinc.tableau.com/views/customer/123990092/dashboard
to view the reporting details.

Using smart links from a mobile device

You can access smart links from your Sell mobile app (iOS or Android) to quickly jump to other apps or web pages on your mobile device.

Click Smart links from the app, and you'll see the list of smart links you have configured.  Click to access the application or web page.