Laura Hippert

1. Comunidad
2. Sell Q&A
3. Attaching images inline to Notes or Emails in Sell

Hi Nick, Thanks for your feature request! We will make sure that the product team sees your input - this would be a great feature to see in Zendesk Sell.  Regards,

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• Laura Hippert
• Creación 24 de septiembre de 2020 15:52
• 1 voto

1. Sell
2. ...
3. Working with leads and contacts
4. Setting up and publishing the lead capture form

Hi Usman! While we (and third parties) are constantly adding new integrations, we do not currently have an integration built for WordPress. You can see all of the available integrations here:https:...

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• Laura Hippert
• Creación 20 de julio de 2020 17:54
• 1 voto

1. Sell
2. ...
3. Configuring your account
4. Setting up and using smart links in Sell

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/referen...

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• Laura Hippert
• Creación 14 de mayo de 2020 19:07
• 1 voto

1. Sell
2. ...
3. Using Zapier integrations with Sell
4. Using Zapier with Sell

Hi Ranya! There are some fields that pull in a corresponding ID instead of a name value. I would recommend creating a Zapier lookup table (which can be done by adding a formatter step to your Zap)...

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• Laura Hippert
• Creación 13 de mayo de 2020 15:30
• 0 votos

1. Sell
2. ...
3. Using Zapier integrations with Sell
4. Using Zapier with Sell

Hi HigherMe Admin - I have created a ticket with Advocacy and will respond to you from there!

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• Laura Hippert
• Creación 20 de abril de 2020 19:13
• 0 votos

1. Sell
2. ...
3. Working with leads and contacts
4. Merging leads or contacts

Hi Craig!  While there are no plans to have a feature that will allow you to merge a Lead with a Contact, the workaround would be to convert your existing Lead to a Contact and you can then merge t...

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• Laura Hippert
• Creación 5 de febrero de 2020 14:15
• 0 votos

1. Comunidad
2. Sell Q&A
3. "Contacts can't be merged because of an error" - what is the reason?

Hi Jakob! The most common reasons for that error come down to permissions or related to the associated company.  First, if the user who is trying to merge two contacts is not an admin and not the o...

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• Laura Hippert
• Creación 31 de enero de 2020 16:22
• 0 votos

1. Sell
2. ...
3. Working with Sell integrations
4. Creating deal invoices using the Xero integration

Hi Mark! While our default integration (built into Zendesk Sell) is solely for creating invoices for Deals, we do integrate with Zapier Zaps. Using Zapier you can create many integrations that will...

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• Laura Hippert
• Creación 27 de enero de 2020 16:16
• 0 votos

1. Comunidad
2. Sell Q&A
3. How do I export contact emails from Deal contacts?

Hi Adam! Thanks for reaching out on the Zendesk Sell Community! At the moment, exporting Contact data (like email address) from a Deal isn't possible, however there is a workaround. You will need t...

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• Laura Hippert
• Editado 22 de octubre de 2019 19:08
• 0 votos

1. Comunidad
2. Explore Q&A
3. Drillthrough not working

Hi there! It looks like we are currently seeing an issue with the Drillthrough feature, I will be creating individual tickets and reaching out to provide more information. I apologize for the incon...

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• Laura Hippert
• Creación 17 de diciembre de 2018 21:08
• 0 votos