Displaying a caller in Sell

On detecting the telephony system event associated with an agent answering an inbound call, the user can be directed to the relevant contact or lead page in Zendesk Sell.

  1. Retrieve the caller's lead id or contact id. You can search for an existing contact or lead in Sell. See Identifying the caller in this guide.
  2. If the caller is identified, make a request using the navigateTo.lead or navigateTo.contact API to navigate to the relevant lead or contact in Sell. If the user doesn't exist in Sell yet, create a contact or lead for the caller. See Creating a contact or lead in Sell for a caller in this guide.