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How to connect Jotform and Zendesk Sell
Create a New Scenario to Connect Jotform 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 Jotform, triggered by another scenario, or executed manually (for testing purposes). In most cases, Jotform or Zendesk Sell will be your first step. To do this, click "Choose an app," find Jotform or Zendesk Sell, and select the appropriate trigger to start the scenario.
Add the Jotform Node
Select the Jotform 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 Jotform 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 Jotform 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 Jotform 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 Jotform, 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 Jotform and Zendesk Sell integration works as expected. Depending on your setup, data should flow between Jotform 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 Jotform and Zendesk Sell
Jotform + Zendesk Sell + Slack: When a new submission is received in Jotform, a new lead is created in Zendesk Sell. Then, a notification is sent to a specified Slack channel to alert the sales team.
Jotform + Google Sheets + Zendesk Sell: When a new submission is created in Jotform, the submission data is added as a new row in Google Sheets. This new row triggers an update to an existing lead in Zendesk Sell.
Jotform and Zendesk Sell integration alternatives
About Jotform
Use Jotform in Latenode to automate data collection and processing. Trigger workflows from new form submissions, validating and routing data to your CRM, database, or other apps. Enrich Jotform data with AI or custom logic, eliminating manual entry and ensuring consistent data handling across your systems.
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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 Jotform and Zendesk Sell
How can I connect my Jotform account to Zendesk Sell using Latenode?
To connect your Jotform account to Zendesk Sell on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Jotform and click on "Connect".
- Authenticate your Jotform and Zendesk Sell accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create leads from new Jotform submissions?
Yes, you can! Latenode automates lead creation in Zendesk Sell from Jotform data, saving time. Use AI to enrich lead data or JavaScript for custom logic, ensuring high-quality leads.
What types of tasks can I perform by integrating Jotform with Zendesk Sell?
Integrating Jotform with Zendesk Sell allows you to perform various tasks, including:
- Create new Zendesk Sell leads from Jotform submissions automatically.
- Update existing Zendesk Sell contacts with new Jotform data.
- Create Zendesk Sell deals when a Jotform order form is submitted.
- Send customized email notifications based on Jotform responses.
- Archive Jotform submissions to Zendesk Sell notes for reference.
Can I use conditional logic with Jotform and Zendesk Sell?
Yes! Latenode lets you add complex logic to your flows. Route data and trigger actions based on form responses, optimizing your workflows.
Are there any limitations to the Jotform and Zendesk Sell integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic may require JavaScript for advanced customization.
- Real-time data synchronization depends on the API rate limits of both platforms.
- File uploads from Jotform to Zendesk Sell may require additional parsing.
