If you are sending an email from your email client and would like it to be synced to Zendesk Sell as well, you can use the contact BCC dropbox, available on all plans!
To get started, open any Contact or Deal card and on the left side, you'll notice a contact dropbox address. Copy this email address.
When writing an email, you can have a copy sent to Sell and attached to that person's contact card. If they are not in your Sell account, a new contact will automatically be created.
In an outgoing email, enter the dropbox address in the BCC field.
If you receive an email that you would like included in Sell, you can forward the email to the email dropbox address and it will also be attached to the contact card. BCC Dropbox forwarding only works with emails for which you are not the original sender (i.e. you can't forward an email that you originally wrote/sent to someone else).
A few things to remember:
- Emails forwarded to a BCC Dropbox address must include Fw: or Fwd: in the subject line
- Emails with attachments are not supported (this includes signature images)
- There is only one contact Dropbox address per account - you can find it on any contact card (every card has the same address)
BCC dropbox not working?
Check to see if there is a contact card for your address in Sell. You may have used the BCC dropbox on an email that you were the original sender.