FieldGoal + Zendesk Sell
Create Zendesk Sell leads for new FieldGoal form submissions
Every new submission to one of your forms is a potential lead. Make sure you don't miss out on an opportunity with the help of this Zapier integration that automatically creates new Zendesk Sell leads when new form submissions come in. Your time is better spent following leads, not creating them.
Every new submission to one of your forms is a potential lead. Make sure you don't miss out on an opportunity with the help of this Zapier integration that automatically creates new Zendesk Sell leads when new form submissions come in. Your time is better spent following leads, not creating them.
- When this happens...
New Form SubmissionTriggers when your form receives a new form submission.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create LeadCreates a new lead.
ActionWriteCreate a new record or update an existing record in your app.
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New Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCompanyRequired
Name
Parent Company
Email
Work Number
Mobile Number
Industry
Tags
Specify the name of a tag which will be assigned to the company. Existing tags are kept.
Street
City
Zip/Post Code
State or Region
Country
Owner
Zendesk Sell User that the contact should be assigned to.
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
First Name
First name of the person.
Last Name
Last name of the person.
Title
Company
Email
Work Number
Mobile Number
Industry
Tags
Specify the name of a tag which will be assigned to the person. Existing tags are kept.
Street
City
Zip/Post Code
State or Region
Country
Owner
Zendesk Sell User that the contact should be assigned to.
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Name
Primary Contact
Choose a primary contact which will be assigned to the deal.
Value
Value of the new deal. Should be a number.
Currency
Hot
Mark this deal as a hot deal.
Owner
Zendesk Sell User that the deal should be assigned to.
Pipeline
Stage
Source
Where this deal is coming from?
Tags
Specify the name of a tag which will be assigned to the deal. Existing tags are kept.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SequenceRequired
Resource IDRequired
Zendesk Sell Lead that will be enrolled.
Resource TypeRequired
Sequence Owner ID
That will be the user that emails will be sent by and tasks will be created for.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
First Name
Last Name
Company Name
Email
Work Number
Mobile Number
Title
Source
Where this lead is coming from?
Industry
Tags
Specify the name of a tag which will be assigned to the lead. Existing tags are kept.
Street
City
Zip/Post Code
State or Region
Country
Status
Name of the status of the new lead.
Owner
Zendesk Sell User that the lead should be assigned to.
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
SKU
Active
Indicator of whether or not the product can be added to a deal.
Max Discount
Maximum discount (0-100) that can be applied to the product, e.g. put 20 if it's 20%.
Max Markup
Maximum markup that can be applied to the product, e.g. put 10 if it's 10%.
Unit Cost
Cost of the product. Visible only to account administrators.
Unit Cost Currency
Currency of the product cost, specified in 3-character currency code (ISO4217) format. Visible only to account administrators.
Placeholder
Need multiple prices for different currencies? Read more about Zapier Line Items.
Unit PriceRequired
CurrencyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task ContentRequired
Owner
Zendesk Sell User that the task should be assigned to.
Due Date
Alert
Date and time that Zendesk Sell should send owner of the task a reminder.
Related to
Leave blank for task not related to any lead, contact or deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ID
Name
First Name
Last Name
Email
Is Company?
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal ID
Deal Name
ActionThis is an event a Zap performs.SearchFind existing data in your appLead ID
Company Name
First Name
Last Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct ID
Product Name
Product SKU
ActionThis is an event a Zap performs.SearchFind existing data in your appStage ID
Provide either Stage ID or Stage Name.
Stage Name
Provide either Stage ID or Stage Name.
Pipeline Name
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany ID
Company Name
Email
NameRequired
Parent Company
Email
Work Number
Mobile Number
Industry
Tags
Specify the name of a tag which will be assigned to the company.
Street
City
Zip/Post Code
State or Region
Country
Owner
Zendesk Sell User that the contact should be assigned to.
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDeal ID
Deal Name
NameRequired
Primary ContactRequired
Choose a primary contact which will be assigned to the deal.
Value
Value of the new deal. Should be a number.
Currency
Hot
Mark this deal as a hot deal.
Owner
Zendesk Sell User that the deal should be assigned to.
Pipeline
Stage
Source
Where this deal is coming from?
Tags
Specify the name of a tag which will be assigned to the deal.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProduct ID
Product Name
Product SKU
NameRequired
Description
SKU
Active
Indicator of whether or not the product can be added to a deal.
Max Discount
Maximum discount (0-100) that can be applied to the product, e.g. put 20 if it's 20%.
Max Markup
Maximum markup that can be applied to the product, e.g. put 10 if it's 10%.
Unit Cost
Cost of the product. Visible only to account administrators.
Unit Cost Currency
Currency of the product cost, specified in 3-character currency code (ISO4217) format. Visible only to account administrators.
Placeholder
Need multiple prices for different currencies? Read more about Zapier Line Items.
Unit PriceRequired
CurrencyRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Deal
Triggers when an existing deal is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Lead
Triggers when an existing lead is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Product in Catalog
Triggers when a new product in catalog is created. Requires Sell Enterprise Plan or higher.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNameRequired
Parent Company
Email
Work Number
Mobile Number
Industry
Tags
Specify the name of a tag which will be assigned to the company.
Street
City
Zip/Post Code
State or Region
Country
Owner
Zendesk Sell User that the contact should be assigned to.
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
First name of the person.
Last NameRequired
Last name of the person.
Title
Company
Email
Work Number
Mobile Number
Industry
Tags
Specify the name of a tag which will be assigned to the person.
Street
City
Zip/Post Code
State or Region
Country
Owner
Zendesk Sell User that the contact should be assigned to.
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Primary ContactRequired
Choose a primary contact which will be assigned to the deal.
Value
Value of the new deal. Should be a number.
Currency
Hot
Mark this deal as a hot deal.
Owner
Zendesk Sell User that the deal should be assigned to.
Pipeline
Stage
Source
Where this deal is coming from?
Tags
Specify the name of a tag which will be assigned to the deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Resource IDRequired
Resource TypeRequired
Sequence ID
If you leave it blank, this will stop all currently active sequences for that object.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Company Name
Email
Work Number
Mobile Number
Title
Source
Where this lead is coming from?
Industry
Tags
Specify the name of a tag which will be assigned to the lead.
Street
City
Zip/Post Code
State or Region
Country
Status
Name of the status of the new lead.
Owner
Zendesk Sell User that the lead should be assigned to.
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Related toRequired
Note must be related to a lead, person, company or deal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
NameRequired
Description
SKU
Active
Indicator of whether or not the product can be added to a deal.
Max Discount
Maximum discount (0-100) that can be applied to the product, e.g. put 20 if it's 20%.
Max Markup
Maximum markup that can be applied to the product, e.g. put 10 if it's 10%.
Unit Cost
Cost of the product. Visible only to account administrators.
Unit Cost Currency
Currency of the product cost, specified in 3-character currency code (ISO4217) format. Visible only to account administrators.
Placeholder
Need multiple prices for different currencies? Read more about Zapier Line Items.
Unit PriceRequired
CurrencyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company ID
Company Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson ID
First Name
Last Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appSource ID
Source Name
ActionThis is an event a Zap performs.SearchFind existing data in your appSource ID
Source Name
ActionThis is an event a Zap performs.SearchFind existing data in your appSequence ID
Sequence Name
ActionThis is an event a Zap performs.SearchFind existing data in your appUser ID
Full Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson ID
First Name
Last Name
Email
First Name
First name of the person.
Last NameRequired
Last name of the person.
Title
Company
Email
Work Number
Mobile Number
Industry
Tags
Specify the name of a tag which will be assigned to the person.
Street
City
Zip/Post Code
State or Region
Country
Owner
Zendesk Sell User that the contact should be assigned to.
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLead ID
Company Name
First Name
Last Name
Email
First Name
Last Name
Company Name
Email
Work Number
Mobile Number
Title
Source
Where this lead is coming from?
Industry
Tags
Specify the name of a tag which will be assigned to the lead.
Street
City
Zip/Post Code
State or Region
Country
Status
Name of the status of the new lead.
Owner
Zendesk Sell User that the lead should be assigned to.
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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