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How to connect Formstack and Zendesk Sell
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.
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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.
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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 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:
- 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 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.
Most powerful ways to connect Formstack and Zendesk Sell
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.
Formstack and Zendesk Sell integration alternatives
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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FAQ Formstack and Zendesk Sell
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:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Formstack and click on "Connect".
- Authenticate your Formstack 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 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:
- Create new Zendesk Sell contacts from Formstack submissions.
- Update Zendesk Sell deals based on Formstack survey responses.
- Trigger email sequences in Zendesk Sell upon form submission.
- Add notes to Zendesk Sell leads when forms are completed.
- Generate custom reports combining form data and sales data.
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:
- Complex form structures might require custom JavaScript for full data parsing.
- Rate limits on Formstack and Zendesk Sell APIs apply.
- File uploads from Formstack require additional processing steps.
