LookUp for Zendesk Sell

Zendesk Sell is a easy-to-use sales tool which helps sales team to boost the productivity. It helps to have a record of data and provides better customer service experience. This Sales platform help plan, track, manage and analyze sales process efficiently. Wondering, how to access Zendesk clients easily through WhatsApp Web, which is an easy and faster mode of communication? Here is the extension "Zendesk Sell Inside WhatsApp Web".

Zendesk Sell Inside WhatsApp Web helps to manage Zendesk Sell customer details inside WhatsApp Web. Hence just stay in WhatsApp Web and access your client details from WhatsApp contacts.

• Should have Zendesk Sell account

• Should have WhatsApp Web connected

Note: The number format should be as countrycode followed by number. Eg: 911234567890 (No spaces and can be with or without + symbol)

• Send single messages from Deals, Contacts or Leads

• View details of existing Zendesk leads and contacts

• Add new Zendesk leads or contacts

• Add new notes and also view old notes

• Create new contact/lead for existing user

• Search for any of the Zendesk fields and get details

• Enter new details or edit existing details

• Re-direct to client's Zendesk Sell details page from WhatsApp Web

1) Send WhatsApp messages to Zendesk deals

Step 1: Install the Zendesk Sell Inside WhatsApp Web chrome extension. After adding the chrome extension, refresh your WhatsApp Web and check the interface in the tab. Enter your Zendesk Sell access token and complete the configuration. Click Get here option to fetch the access token.

If you click any of the client's WhatsApp chat, and if the client is in your Zendesk Sell, you can view all the details associated with that particular client.

If a person is not available in your Zendesk Sell as a lead or contact, you will be notified as "User doesn't exits". To add a person as a lead from WhatsApp Web then click person's chat --> Leads --> Enter all the details --> Create Zendesk Lead. Now the person will be added as a Zendesk Sell lead to your account.

To add a new note to a lead/contact from WhatsApp Web, click Notes --> Add Note --> Type the content of the notes in the text box provided --> Save Note. Now, your new note will be saved.

To view the client's details in the Zendesk Sell account or to direct to Zendesk Sell, just click Zendesk Sell option from the interface.

If more than one lead or contact is associated with the same number, then the number of lead or contacts available will be shown and the details of the same can also be viewed from the WhatsApp Web itself. For example: If a single number has two contacts in Zendesk Sell, then it will be shown as two contacts. You can view the details of the contact 1 first.

You can search for any of the Zendesk fields using the Search option available in the interface.

For creating a new lead or contact for an existing user, then click the three dots at the top right corner -->Click Create New contact or Create New Lead option --> Enter all the required details --> Click Create Zendesk Contact or Create Zendesk Lead option.