Creating a contact or lead in Sell for a caller
The telephony system can create a contact or lead in Zendesk Sell using only a caller's phone number. For example, the system can create a contact or lead for a caller after searching for the caller in Sell and not finding them.
The endpoint expects a JSON object named
data. For example:
"name": "Mark Johnson",
The phone property should comply with the E.164 international telephone numbering plan. For example: "+15551234567". E164 numbers are international numbers with a country dial prefix, usually an area code and a subscriber number. A valid E.164 phone number must include a country calling code.
For new leads, the
last_name property is required for individuals and
organization_name for an organization. For new contacts,
last_name is required for individuals, and
name for organizations. You can supply a temporary name such as "Caller: 15551234567". The agent can then get more information from the user when on the call, such as their name and email address.