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Automatically create or update Zendesk Sell leads from Formstack submissions and score them with AI. Latenode’s visual editor simplifies complex logic and custom scripting, scaling affordably.
Connect Formstack and Zendesk Sell in minutes with Latenode.
Create Formstack to Zendesk Sell workflow
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Create a New Scenario to Connect Formstack 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 Formstack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Formstack or Zendesk Sell will be your first step. To do this, click "Choose an app," find Formstack or Zendesk Sell, and select the appropriate trigger to start the scenario.
Add the Formstack Node
Select the Formstack node from the app selection panel on the right.
Formstack
Configure the Formstack
Click on the Formstack node to configure it. You can modify the Formstack 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 Formstack node, select Zendesk Sell from the list of available apps, and choose the action you need from the list of nodes within Zendesk Sell.
Formstack
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Zendesk Sell
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 Formstack 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 Formstack and Zendesk Sell Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Zendesk Sell
Trigger on Webhook
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Formstack
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Formstack, 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 Formstack and Zendesk Sell integration works as expected. Depending on your setup, data should flow between Formstack and Zendesk Sell (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Formstack + Zendesk Sell + Slack: When a new form submission is received in Formstack, a lead is created in Zendesk Sell. A notification is then sent to a designated Slack channel to alert the sales team of the new lead.
Zendesk Sell + Formstack + Google Sheets: When a deal is updated in Zendesk Sell, the automation finds corresponding data from Formstack and logs the deal closure, along with the Formstack data, into a Google Sheet for reporting purposes.
About Formstack
Use Formstack with Latenode to capture data via forms and automatically trigger workflows. Update databases, send notifications, or create documents based on submissions. Latenode adds logic, routing, and integrations to scale Formstack beyond simple data collection with visual tools and custom code.
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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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How can I connect my Formstack account to Zendesk Sell using Latenode?
To connect your Formstack account to Zendesk Sell on Latenode, follow these steps:
Can I automatically create Zendesk Sell leads from new Formstack submissions?
Yes, you can! Latenode automates lead creation in Zendesk Sell when a new form is submitted in Formstack, saving time and ensuring no lead is missed.
What types of tasks can I perform by integrating Formstack with Zendesk Sell?
Integrating Formstack with Zendesk Sell allows you to perform various tasks, including:
Can I use conditional logic with Formstack data on Latenode?
Yes! Latenode supports advanced conditional logic, letting you process Formstack data based on specific answers or criteria, for smarter workflows.
Are there any limitations to the Formstack and Zendesk Sell integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: