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How to connect Fillout and Zendesk Sell
Create a New Scenario to Connect Fillout and Zendesk Sell
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Fillout, triggered by another scenario, or executed manually (for testing purposes). In most cases, Fillout or Zendesk Sell will be your first step. To do this, click "Choose an app," find Fillout or Zendesk Sell, and select the appropriate trigger to start the scenario.
Add the Fillout Node
Select the Fillout node from the app selection panel on the right.
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Add the Zendesk Sell Node
Next, click the plus (+) icon on the Fillout node, select Zendesk Sell from the list of available apps, and choose the action you need from the list of nodes within Zendesk Sell.
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Authenticate Zendesk Sell
Now, click the Zendesk Sell node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zendesk Sell settings. Authentication allows you to use Zendesk Sell through Latenode.
Configure the Fillout and Zendesk Sell Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Fillout and Zendesk Sell Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Fillout, Zendesk Sell, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Fillout and Zendesk Sell integration works as expected. Depending on your setup, data should flow between Fillout and Zendesk Sell (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Fillout and Zendesk Sell
Fillout + Zendesk Sell + Slack: When a new submission is received in Fillout, a new lead is created in Zendesk Sell. Subsequently, a message is sent to a Slack channel to notify the sales team about the new lead.
Fillout + Zendesk Sell + Google Sheets: When a new submission is received in Fillout, the corresponding deal in Zendesk Sell is updated. The submission data is then added as a new row in Google Sheets for tracking purposes.
Fillout and Zendesk Sell integration alternatives
About Fillout
Use Fillout forms in Latenode to collect data and instantly trigger workflows. Instead of manual exports, automate follow-ups, database updates, or personalized emails based on form responses. Latenode lets you parse, transform, and route Fillout data to any app with full control and no per-step pricing.
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About Zendesk Sell
Sync Zendesk Sell with Latenode to automate sales tasks. Create visual workflows to update deals, manage contacts, and trigger actions based on sales activity. Enhance your CRM data with enrichment tools, route leads intelligently, and automate follow-ups — all in a scalable, low-code environment.
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FAQ Fillout and Zendesk Sell
How can I connect my Fillout account to Zendesk Sell using Latenode?
To connect your Fillout account to Zendesk Sell on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Fillout and click on "Connect".
- Authenticate your Fillout and Zendesk Sell accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I create new Zendesk Sell leads from Fillout submissions?
Yes, you can! Latenode automates lead creation, instantly turning form data into sales opportunities. Benefit from real-time lead capture and accelerated sales cycles.
What types of tasks can I perform by integrating Fillout with Zendesk Sell?
Integrating Fillout with Zendesk Sell allows you to perform various tasks, including:
- Create or update Zendesk Sell leads when a new Fillout form is submitted.
- Send customized thank-you emails via Fillout after updating a lead's status.
- Automatically assign tasks in Zendesk Sell based on Fillout response data.
- Trigger internal notifications when high-value leads submit Fillout forms.
- Enrich lead data in Zendesk Sell using data collected from Fillout forms.
How secure is integrating Fillout with Zendesk Sell on Latenode?
Latenode employs advanced encryption and security protocols to ensure secure data transfer between Fillout and Zendesk Sell, safeguarding your information.
Are there any limitations to the Fillout and Zendesk Sell integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Rate limits of the Fillout and Zendesk Sell APIs apply.
- Real-time updates depend on the polling interval configured in Latenode.
