Do you know how to hand off a new live chat lead to a sales person using support?

Last updated by Brook Jeynes [SSW] 6 months ago.See history

If you’re chatting with a client on Zendesk chat, and you realize you’re going to need to involve someone else, such as a salesperson, you can create a support ticket and assign it either to a sales group, or else a specific person.

zendesk handoff 1 min
Figure: Chatter can create a ticket directly from the chat window

zendesk handoff 2 min
Figure: ticket is then created with chat history appended

Note: You can also integrate with Dynamics 365 (aka CRM) to pass over lead details from Zendesk straight to a Dynamics 365 lead.

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