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Setting up your Zendesk Sell-Support integration



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Nova Dawn

Zendesk Documentation Team

Edited Jun 21, 2024


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3 comments

Hi All

Is there any thoughts on creating a Deal widget in the Sell for Support App? At the moment Support agents can only see Lead, Contact (Person) and Contact (Company) information in the Sell for Support app.

I have a customer that really wants their Support teams to see more granular Deal details over and above the standard: Customer Deals - 'Potential Deals and Won Deals' or Customer Deals with Value - 'Potential Deals and Won Deals' numbers.

Is the only way to achieve this using a custom field on the Contact (Person or Company) record that we can then show on the Org or User Sell for Support App in Support?

The only issue is that this field would not be dynamic and the Sales team will need to remember to keep it updated.

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Mike DR

Zendesk Customer Care

Hi there! There's no native way to do this yet. However, you can submit product feedback about that feature here: Feedback - Sales CRM (Sell)

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Hi Team,
We are new to the Zendesk world and we are currently setting up our org with the help of Chad and the Gravity CX team.

We have come across a limitation that I was hoping we could get some help with around working across support & sell.

 

We have situations where Sell users push a support task to a Support user to do something in an external system and then the support agent updates the contact card with shared information.

We  want to save some custom fields in both our CRM & Support contact cards, but currently a support agent can only edit contact cards in support side and not Sell side. We were hoping that we update the contact in one of the systems (Support or Sell) and it mirrors in the other system.

 

Do you know of any ways to get around this limitation?

 

Cheers,

Aron

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