You can purhcase any of Zap Apps from our online store. If you have already taken the trial then just let us know your CRM organization name and we [...]
All our apps are licensed by user-tier which is based on the total number of enabled CRM Users. To find the enabled CRM users, browse to Settings >> Security [...]
Zap Objects offers few apps as free for commercial use. In-order to get your free license, register the license profile online. (Refer licensing KB articles for more info)
During lead qualification process, we can even select an existing account and contact in lead form. Will the notes move over even to the existing account or contact on lead qualification?
Yes, there is a configuration section in app where you can specify if you would like to copy over notes to: New Account, Existing Account, New Contact, Existing Contact [...]
When using this custom lead qualification app, does duplicate detection on Accounts and Contacts work as before?
Yes, if an account or contact already exist then you will receive duplicate detection pop-up message on lead qualification (same as when using the out-of-box lead qualify functionality).
Is existing out-of-box Lead Qualification process impacted because of this custom lead qualification changes?
No, the existing out-of-box lead qualification process stays the same and is not impacted. This additional functionality to skip creation of opportunity is an independent code and does not [...]
Yes, custom activities are also supported. You can filter by activity type from within calendar interface. Besides you could also pre-select which all activity types need to be shown [...]
How can I prevent email loops with Zap Helpdesk App? For example, when a customer is using an auto-reply or out of office responder that does not include the original subject with the unique case ID, an endless back and forth loop can be created. This could result in dozens of duplicate cases.
Zap Helpdesk App includes Email Loop Protection by default. When Zap Helpdesk creates a new case, it checks to see if a case with a similar subject and sender [...]
I need to set the case origin and case product (custom field) for all new cases created through my support email address. Does Helpdesk email-to-case support this?
Yes, absolutely. You can set the default values for Case entity fields like origin, priority, owner, etc in the configuration section. When a new case is created using Zap [...]
When I respond back to a customer query from my mailbox then the email is not tracked against the case. Similarly when my customer responds back to me directly, the email does not get tracked. Do I need to manually track these emails every time?
Zap Helpdesk App has an excellent feature called as "Forward to link an existing Case". This allows forwarding the email to support queue and have it automatically tracked against [...]