Zendesk Sell > Associated Contacts in the Deal list view
Our team is looking to be able to add the "Associated Contacts" field from a deal into the list view for deals. This way we can view, filter, sort and export based on this field. The only related field that is available is the "Contact" or primary contact field, which doesn't really help here.
The other way we would like to utilize this field is regarding integrations like Zapier for example. We are trying to build a "Zap" or workflow where we take a Zendesk Sell contact ID and add it into the associated contact field on a deal. Unfortunately, like the list view, the only the related field available is the "Primary Contact" field which doesn't help here.
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Is there a response for this?
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Angela Falbo unfortunately, Zendesk (looping in some team members - Brett Bowser @... @...) has been radio silent on this. I wouldn't expect something anytime soon.
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Thank you for mentioning me. You are correct in that there are no current plans for improvements around associated contacts. I'd love to learn more specifics, and keep refining what value are you seeking for though, to make it more likely to address it in the future.
Jared Maltz, Angela Falbo can you share a little bit more about your use cases?
Few details I'm interested about:
Jared,
- Filtering – when do you need to filter deals by a given associated, not primary contact on a smart list? If you could do that, what happens next in your workflow? How often this need occurs?
- Exports – what's your ideal end-to-end scenario, what should next happen with exported associated contacts per deal in external systems?
- Zapier – how the whole workflow looks like? How would you like to identify who should become associated contact, before assigning it to a deal?
Angela,
- Can you share what are your end-to-end workflows, needs?
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