Formsite + Zendesk Sell

Create Zendesk Sell people from new Formsite form results

Effortlessly streamline your data entry process with this Formsite to Zendesk Sell workflow. When a new Formsite form result is submitted, this automation will create a person in Zendesk Sell with the relevant information. Save time on manual tasks and ensure your customer relationships are managed efficiently by keeping your information in sync and up to date.

Effortlessly streamline your data entry process with this Formsite to Zendesk Sell workflow. When a new Formsite form result is submitted, this automation will create a person in Zendesk Sell with the relevant information. Save time on manual tasks and ensure your customer relationships are managed efficiently by keeping your information in sync and up to date.

  1. When this happens...
    FormsiteFormsite
    New Form Result

    Triggers when a user submits a new form result.

    TriggerInstant
  2. automatically do this!
    Zendesk SellZendesk Sell
    Create Person

    Creates a new person.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Is Company?

    Trigger
    Scheduled
    Try It
    • Pipeline

    • Stage

    Trigger
    Scheduled
    Try It
  • Zendesk Sell triggers, actions, and search

    New Lead

    Triggers when a new lead is created.

    Trigger
    Scheduled
    Try It
    • Is Company?

    Trigger
    Scheduled
    Try It
  • Zendesk Sell triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

    Trigger
    Scheduled
    Try It
  • Zendesk Sell triggers, actions, and search

    Updated Deal

    Triggers when an existing deal is updated.

    Trigger
    Scheduled
    Try It
  • Zendesk Sell triggers, actions, and search

    Updated Lead

    Triggers when an existing lead is updated.

    Trigger
    Scheduled
    Try It
formsite logo
formsite logo

About Formsite

Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.
Learn moreHelp

Related categories

  • Forms & Surveys

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zendesk-sell logo
zendesk-sell logo

About Zendesk Sell

Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.
Help

Related categories

  • CRM (Customer Relationship Management)

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