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How to connect Getform and Zendesk Sell
Create a New Scenario to Connect Getform 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 Getform, triggered by another scenario, or executed manually (for testing purposes). In most cases, Getform or Zendesk Sell will be your first step. To do this, click "Choose an app," find Getform or Zendesk Sell, and select the appropriate trigger to start the scenario.
Add the Getform Node
Select the Getform 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 Getform 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 Getform 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 Getform 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 Getform, 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 Getform and Zendesk Sell integration works as expected. Depending on your setup, data should flow between Getform 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 Getform and Zendesk Sell
Getform + Zendesk Sell + Slack: When a new form is submitted via Getform, a new lead is created in Zendesk Sell. A notification is then sent to a designated Slack channel to alert the sales team.
Getform + Zendesk Sell + Mailchimp: When a deal closes in Zendesk Sell, triggered by a submission on Getform, add the associated contact to a customer newsletter list in Mailchimp.
Getform and Zendesk Sell integration alternatives
About Getform
Use Getform inside Latenode to capture form submissions and instantly trigger automated workflows. Route form data to databases, CRMs, or email marketing tools. Validate and transform entries with JS code blocks, AI, or no-code tools. Easily build multi-step automations without complex coding and scale up your lead capture processes.
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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 Getform and Zendesk Sell
How can I connect my Getform account to Zendesk Sell using Latenode?
To connect your Getform account to Zendesk Sell on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Getform and click on "Connect".
- Authenticate your Getform and Zendesk Sell accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I create deals from new Getform submissions?
Yes, you can! Latenode lets you automate deal creation in Zendesk Sell whenever a new form is submitted in Getform. This saves time and ensures no lead is missed, instantly converting leads.
What types of tasks can I perform by integrating Getform with Zendesk Sell?
Integrating Getform with Zendesk Sell allows you to perform various tasks, including:
- Create new Zendesk Sell leads from Getform submissions automatically.
- Update Zendesk Sell contact information when a Getform is submitted.
- Send customized confirmation emails via Getform when deals are created.
- Trigger follow-up tasks in Zendesk Sell based on Getform responses.
- Log Getform submissions as notes on Zendesk Sell deals for context.
Can I use JavaScript to transform Getform data before it reaches Zendesk Sell?
Yes! Latenode's JavaScript blocks allow you to manipulate Getform data before sending it to Zendesk Sell, providing flexibility for complex data transformations.
Are there any limitations to the Getform and Zendesk Sell integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex form structures in Getform may require custom JavaScript mapping.
- Rate limits from Getform and Zendesk Sell APIs may impact high-volume workflows.
- Attachments from Getform are not directly transferred to Zendesk Sell.
