How to connect Jotform + Zendesk Sell
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Popular Jotform + Zendesk Sell workflows
- Collect leads for Zendesk Sell with new Jotform submissions
Collect leads for Zendesk Sell with new Jotform submissions
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- New SubmissionTriggers when a new submission has been added to a specific form.Trigger
- New Signed DocumentTriggers when a signed document is received.Trigger
- Assign FormInvite assignees to complete your formAction
- Assign Prefilled FormInvite assignees to complete your pre-populated formAction
- Create SubmissionGenerate a new submission for your formAction
- New ContactTriggers when a new contact is created.Trigger
- Updated ContactTriggers when an existing contact is updated.Trigger
- New DealTriggers when a new deal is created.Trigger
- Zendesk Sell
Triggers when a deal enters a new stage.
Scheduled
Trigger
- Zendesk Sell
Triggers when an existing deal is updated.
Scheduled
Trigger
- Zendesk Sell
Triggers when a new lead is created.
Scheduled
Trigger
- Zendesk Sell
Triggers when an existing lead is updated.
Scheduled
Trigger
- Zendesk Sell
Triggers when a new note is created.
Scheduled
Trigger
- Zendesk Sell
Triggers when a new product in catalog is created. Requires Sell Enterprise Plan or higher.
Scheduled
Trigger
- Zendesk Sell
Triggers when a new task is created.
Scheduled
Trigger
- Zendesk Sell
Creates a new company.
Scheduled
Action
- Zendesk Sell
Updates an existing company.
Scheduled
Action
- Zendesk Sell
Creates a new person.
Scheduled
Action
- Zendesk Sell
Updates an existing person.
Scheduled
Action
- Zendesk Sell
Creates a new deal.
Scheduled
Action
- Zendesk Sell
Updates an existing deal.
Scheduled
Action
- Zendesk Sell
Stops sequence enrollments for a given lead.
Scheduled
Action
- Zendesk Sell
Creates a sequence enrollment for a given lead. Requires Reach add-on.
Scheduled
Action
- Zendesk Sell
Creates a new lead.
Scheduled
Action
- Zendesk Sell
Updates an existing lead.
Scheduled
Action
- Zendesk Sell
Creates a new note for an existing lead, contact or deal.
Scheduled
Action
- Zendesk Sell
Creates a new product in catalog. Requires Sell Enterprise Plan or higher.
Scheduled
Action
- Zendesk Sell
Updates an existing product in catalog. Requires Sell Enterprise Plan or higher.
Scheduled
Action
- Zendesk Sell
Creates a new task.
Scheduled
Action
- Zendesk Sell
Finds a company by Company ID, name or email address.
Scheduled
Action
- Zendesk Sell
Finds a contact by Contact ID, name or email address.
Scheduled
Action
- Zendesk Sell
Finds a person by Person ID, name or email address.
Scheduled
Action
- Zendesk Sell
Finds a deal by Deal ID or name.
Scheduled
Action
- Zendesk Sell
Finds a deal source by ID or name.
Scheduled
Action
- Zendesk Sell
Finds a lead by ID, company name, name or email address.
Scheduled
Action
- Zendesk Sell
Finds a lead source by ID or name.
Scheduled
Action
- Zendesk Sell
Finds a product by ID, name or SKU. Requires Sell Enterprise Plan or higher.
Scheduled
Action
- Zendesk Sell
Finds a sequence by Sequence ID or name. Requires Reach add-on.
Scheduled
Action
- Zendesk Sell
Finds a deal stage by ID or name.
Scheduled
Action
- Zendesk Sell
Finds a user by ID, email or name.
Scheduled
Action
- Zendesk Sell
Finds a company by Company ID, name or email address. Optionally, create one if none are found.
Scheduled
Action
- Zendesk Sell
Finds a contact by Contact ID, name or email address. Optionally, create one if none are found.
Scheduled
Action
- Zendesk Sell
Finds a deal by Deal ID or name. Optionally, create one if none are found.
Scheduled
Action
- Zendesk Sell
Finds a lead by ID, company name, name or email address. Optionally, create one if none are found.
Scheduled
Action
- Zendesk Sell
Finds a product by ID, name or SKU. Optionally, create one if none are found. Requires Sell Enterprise Plan or higher.
Scheduled
Action
How Jotform + Zendesk Sell Integrations Work
- Step 1: Authenticate Jotform and Zendesk Sell.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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