Zendesk Sell + Zendesk + Zoho Forms Integrations
How to connect Zendesk Sell + Zendesk + Zoho Forms
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With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Zendesk Sell, Zendesk, and Zoho Forms. And don’t forget that you can add more apps and actions to create complex workflows.
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
New Group
Triggers when a new group is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planRecent Ticket
Triggers when a new ticket is added (Zendesk may take an hour to make tickets available via their API with this trigger).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planViewRequired
You will need to create a descending by ID "view" in Zendesk with no grouping and select it here. Click here to learn more!
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew View
Triggers when a new view is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSubjectRequired
Assignee
Note: the assignee must be in the default group (or specific group selected below) else an error will occur.
Collaborators
Collaborator Emails
You can add emails of non-Zendesk users here as Collaborators.
Group
Assign this ticket to a group.
Requester Name
To set the Requester, you must specify the Requester Name in this field AND the Requestor Email in the next field.
Requester Email
To set the Requester, you must specify the Requester Email in this field AND the Requestor Name in the previous field.
First Comment/Description Format
First Comment/DescriptionRequired
Should the first comment be public?
Tags
A comma separated list of tags.
Status
Type
Due At
Only available for tickets with a Type of "task."
Priority
Submitter
If selected, this person will be set as the submitter of the ticket. Defaults to the Requester.
Ticket form
If selected, this will set the form to render for this ticket. Note: this is only applicable for Zendesk enterprise accounts.
Sharing Agreements
Brand
Note: Only for Zendesk customers on plans with multi-brand support. More info here
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
Choose which ticket to update.
New comment to add to the ticket.
Should the comment be public?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Choose which organization to update. Looked up by ID.
Name
Must be unique. Zendesk does not allow duplicate organizations with the same name.
Details
In this field you can store any details about the organization. e.g. the address
Notes
In this field you can store any notes you have about the organization.
Tags
Comma-separated list of tags you want to apply to the new organization.
Domain Names
Comma-separated list of domain names to automatically associated with this organization (format: "zapier.com, google.com").
External Id
A unique external id, you can use this to associate organizations to an external record.
Shared Tickets
Options: "true" or "false". End users in this organization are able to see each others tickets.
Shared Comments
Options: "true" or "false". End users in this organization are able to see each others comments on tickets.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Choose which user to update. Looked up by ID.
Name
Email
Must be unique. Zendesk does not allow duplicate users with the same email address.
Details
Notes
In this field you can store any notes you have about the user.
Phone
Phone number for this user (format: +1 (555) 123-4567).
Tags
Comma-separated list of tags you want to apply to the new user.
Role
Can be one of the following: "end-user", "agent", or "admin". Defaults to "end-user" if set and not one of those values.
Organization
Assign this user to an organization.
External Id
A unique external id, you can use this to associate organizations to an external record.
Verified
Specify if you know this user is who they say they are?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QueryRequired
Write a search string to determine how we'll look up the agent in Zendesk. For more information, visit the Zendesk docs.
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
Write a search string to determine how we'll look up the organization in Zendesk. For more information, visit the Zendesk docs.
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
Write a search string to determine how we'll look up the user in Zendesk. For more information, visit the Zendesk docs.
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
Write a search string to determine how we'll look up the ticket in Zendesk. For more information, visit the Zendesk docs.
SubjectRequired
Assignee
Note: the assignee must be in the default group (or specific group selected below) else an error will occur.
Collaborators
Collaborator Emails
You can add emails of non-Zendesk users here as Collaborators.
Group
Assign this ticket to a group.
Requester Name
To set the Requester, you must specify the Requester Name in this field AND the Requestor Email in the next field.
Requester Email
To set the Requester, you must specify the Requester Email in this field AND the Requestor Name in the previous field.
First Comment/Description Format
First Comment/DescriptionRequired
Should the first comment be public?
Tags
A comma separated list of tags.
Status
Type
Due At
Only available for tickets with a Type of "task."
Priority
Submitter
If selected, this person will be set as the submitter of the ticket. Defaults to the Requester.
Ticket form
If selected, this will set the form to render for this ticket. Note: this is only applicable for Zendesk enterprise accounts.
Sharing Agreements
Brand
Note: Only for Zendesk customers on plans with multi-brand support. More info here
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 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 foundNew Organization
Triggers when a new organization is added to Zendesk.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTicketRequired
Choose the ticket to watch for activity (audits). Shows recent tickets.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew User
Triggers when a new user is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNameRequired
Must be unique. Zendesk does not allow duplicate organizations with the same name.
Details
In this field you can store any details about the organization. e.g. the address
Notes
In this field you can store any notes you have about the organization.
Tags
Comma-separated list of tags you want to apply to the new organization.
Domain Names
Comma-separated list of domain names to automatically associated with this organization (format: "zapier.com, google.com").
External Id
A unique external id, you can use this to associate organizations to an external record.
Shared Tickets
End users in this organization are able to see each others tickets.
Shared Comments
End users in this organization are able to see each others comments on tickets.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
CommentRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
Choose which ticket to update.
TagsRequired
A list of tags to add to the ticket.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
Choose which ticket to update.
Subject
Assignee
Note: the assignee must be in the default group (or specific group selected below) else an error will occur.
Group
Assign this ticket to a group.
New Status
New comment to add to the ticket.
Should the first comment be public?
Tags
A comma separated list of tags.
Type
Priority
Submitter
If selected, this person will be set as the submitter of the ticket. Defaults to the Requester.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
EmailRequired
Must be unique. Zendesk does not allow duplicate users with the same email address.
Details
Notes
In this field you can store any notes you have about the user.
Phone
Phone number for this user (format: +1 (555) 123-4567).
Tags
Comma-separated list of tags you want to apply to the new user.
Role
Can be one of the following: "end-user", "agent", or "admin". Defaults to "end-user" if set and not one of those values.
Organization
Assign this user to an organization.
External Id
A unique external id, you can use this to associate organizations to an external record.
Verified
Specify if you know this user is who they say they are?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QueryRequired
Write a search string to determine how we'll look up the group in Zendesk. For more information, visit the Zendesk docs.
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
Write a search string to determine how we'll look up the ticket in Zendesk. For more information, visit the Zendesk docs.
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
Write a search string to determine how we'll look up the organization in Zendesk. For more information, visit the Zendesk docs.
NameRequired
Must be unique. Zendesk does not allow duplicate organizations with the same name.
Details
In this field you can store any details about the organization. e.g. the address
Notes
In this field you can store any notes you have about the organization.
Tags
Comma-separated list of tags you want to apply to the new organization.
Domain Names
Comma-separated list of domain names to automatically associated with this organization (format: "zapier.com, google.com").
External Id
A unique external id, you can use this to associate organizations to an external record.
Shared Tickets
End users in this organization are able to see each others tickets.
Shared Comments
End users in this organization are able to see each others comments on tickets.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundQueryRequired
Write a search string to determine how we'll look up the user in Zendesk. For more information, visit the Zendesk docs.
NameRequired
EmailRequired
Must be unique. Zendesk does not allow duplicate users with the same email address.
Details
Notes
In this field you can store any notes you have about the user.
Phone
Phone number for this user (format: +1 (555) 123-4567).
Tags
Comma-separated list of tags you want to apply to the new user.
Role
Can be one of the following: "end-user", "agent", or "admin". Defaults to "end-user" if set and not one of those values.
Organization
Assign this user to an organization.
External Id
A unique external id, you can use this to associate organizations to an external record.
Verified
Specify if you know this user is who they say they are?
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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How Zendesk Sell + Zendesk + Zoho Forms Integrations Work
- Step 1: Authenticate Zendesk Sell, Zendesk, and Zoho Forms.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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