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How to connect Formsite and Zendesk Sell
Create a New Scenario to Connect Formsite 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 Formsite, triggered by another scenario, or executed manually (for testing purposes). In most cases, Formsite or Zendesk Sell will be your first step. To do this, click "Choose an app," find Formsite or Zendesk Sell, and select the appropriate trigger to start the scenario.
Add the Formsite Node
Select the Formsite node from the app selection panel on the right.
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Configure the Formsite
Click on the Formsite node to configure it. You can modify the Formsite URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Zendesk Sell Node
Next, click the plus (+) icon on the Formsite 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 Formsite 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 Formsite 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 Formsite, 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 Formsite and Zendesk Sell integration works as expected. Depending on your setup, data should flow between Formsite 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 Formsite and Zendesk Sell
Formsite + Zendesk Sell + Slack: When a new form result is submitted in Formsite, a new lead is created in Zendesk Sell. Then, a notification is sent to a specified Slack channel to inform the sales team of the new lead.
Zendesk Sell + Formsite + Google Sheets: When a deal is updated in Zendesk Sell, specifically when a deal closes, relevant customer data is retrieved from Formsite and added as a new row in Google Sheets for tracking and reporting.
Formsite and Zendesk Sell integration alternatives
About Formsite
Formsite form data becomes actionable in Latenode. Automatically process submissions: validate, filter, and route info to databases, CRMs, or other apps. Trigger follow-up emails or create tasks based on form responses. Enhance data with AI and custom JS logic inside Latenode for efficient workflows.
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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 Formsite and Zendesk Sell
How can I connect my Formsite account to Zendesk Sell using Latenode?
To connect your Formsite account to Zendesk Sell on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Formsite and click on "Connect".
- Authenticate your Formsite and Zendesk Sell accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Zendesk Sell leads from Formsite submissions?
Yes, you can! Latenode allows you to instantly create new leads in Zendesk Sell from Formsite submissions, saving time and ensuring no lead is missed.
What types of tasks can I perform by integrating Formsite with Zendesk Sell?
Integrating Formsite with Zendesk Sell allows you to perform various tasks, including:
- Create new Zendesk Sell contacts from new Formsite submissions.
- Update existing Zendesk Sell deals with Formsite data.
- Trigger email notifications via Zendesk Sell on form submission.
- Segment Zendesk Sell leads based on Formsite responses.
- Add Formsite submission data to Zendesk Sell contact notes.
How do I handle conditional logic with Formsite data in Latenode?
Latenode's visual editor lets you add conditional logic using "if/else" blocks to handle different Formsite responses dynamically.
Are there any limitations to the Formsite and Zendesk Sell integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Formsite logic may require custom JavaScript blocks.
- High API call volumes may be subject to Formsite and Zendesk Sell rate limits.
- Attachment handling is limited to supported file types in both apps.
