Are you in search of a way to create Zendesk Sell lead from new Typeform entry automatically? If yes, then your search ends here, as we have the perfect solution for your problem called Pabbly Connect.

How to Create Zendesk Sell Lead from New Typeform Entry

Pabbly Connect is an amazing integration and automation software, which allows you to integrate two or more applications to automate all the projects. You just have to do the integration once and then everything will be automatically managed by Pabbly Connect.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect proffers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect 

Before we bounce straight into the integration process, let us get a smidgen of information about both services. Typeform is an online program that makes very flexible, customized forms like business forms, surveys, quizzes, etc. Whereas, Zendesk Sell is a sales force automation tool to enhance productivity, processes, and pipeline visibility for sales teams.

After integrating these services, you can easily add new Typeform entries to Zendesk Sell as leads automatically. Moreover, we’ve embedded a video below to assist you with this automation process-

Besides, if you want to save some time in making this automation from scratch, we have attached a template for the same. Just simply click on the below image to get started quickly and in case you are looking for more apps/integrations, simply visit the Marketplace.

How

Hence, without further delay, let’s follow the step by step procedure to integrate Typeform and Zendesk Sell.

How to Create Zendesk Sell Lead from New Typeform Entry (step by step)

1. Sign up to Pabbly Connect

2. Access Pabbly Connect

3. Create WorkFlow

4. Setting Trigger

5. Connecting to Typeform

6. Fill up the Form

7. Test the Response

8. Setting Action

9. Connecting to Zendesk Sell

10. Check Response

Step 1: Sign up to Pabbly Connect

Sign Up

Let’s start the process to create Zendesk Sell lead from new Typeform entry by visiting the website of Pabbly Connect and then click on the ‘Sign-Up Free‘ button. On the registration page, either signup using an existing Gmail account or manually fill out the form.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Once you have completed the signup process, click on the Connect section in the dashboard to access Pabbly Connect.

Step 3: Workflow for Typeform with Zendesk Sell Integrations

(a) Create New Workflow

Create New Workflow

Start with creating a workflow for your project by clicking on the ‘Create Workflow’ button.

(b) Name the Workflow

Name the Workflow

Now, you need to name the workflow just like in the above-shown image. I named the workflow as “Typeform to Zendesk Sell”, you can obviously name the workflow as per your requirements and needs.

Step 4: Setting Triggers for Typeform with Zendesk Sell Integrations

After creating a workflow, you have to select the application you want to integrate. Using Pabbly Connect, you can integrate any two or more than two applications, create your free account now.

(a) Select Application you want to Integrate

Select Typeform

Now, you have to select the application that you want to integrate. In this case, we are choosing “Typeform” for integration. After selecting the application select “New Entry” in the choose method section.

(b) Click Connect Button

click connect with typeform

After selecting the application, now you have to click on the “Connect with Typeform” button just like in the above-shown image to take further the integration process.

Step 5: Connecting Typeform to Pabbly Connect

To connect Typeform with Pabbly Connect, you have to authorize your Typeform account, for that, you need to log in to your Typeform account.

(a) Authorize Application

Authorize Applications

When you click on the “Connect” button, a window will slide in from the right, here you have to again click on the “Connect” button and then grant the permission to connect Typeform account to Pabbly Connect.

(b) Send Test Request

Send Test Request Typeform

Now after authorizing your Typeform account, we will select the form in which we want to set up the webhook URL and then click on the “Save and Send a Test Request” button in Pabbly Connect.

Step 6 : Fill out the Sample Form

To check if the form connected to Pabbly Connect is capturing data or not, we will fill out a sample form.

(a) Capture Webhook Response

Capture Webhook Response

After setting up the webhook URL in the form by sending test request, now we will click on the “Capture Webhook Response” button to capture the data from Typeform.

(b) Select the form

Select the Form Typeform

Select the form to fill from any of the listed forms and open it in a new tab.

(c) Fill up the Form

Add Details Typeform

Now, fill up the details asked in the form like name, email, etc and hit the “OK” button.

(d) Submit the Form

Submit Form Typeform

Fill up all the details and then click on the “Submit” button.

Step 7: Test the Submission in Pabbly Connect Dashboard

Save the Webhook Response

As soon as you click on the “Submit” in Typeform the entry will appear on the Pabbly Connect dashboard. Then, click on the “Save” button.

Step 8: Setting Action for Typeform with Zendesk Sell Integrations

In this step, we will be adding an action for your trigger to complete this integration process.

(a) Select Application you want to Integrate

Select Zendesk Sell

Now in this step, click on the + button below and choose “Zendesk Sell” and in the method section select “Create Lead”.

(b) Click on Connect Button

Connect with Zendesk Sell

After choosing the application click on the “Connect with Zendesk Sell” button to move forward.

Step 9: Connecting Zendesk Sell to Pabbly Connect

To connect Zendesk Sell with Pabbly Connect, you need to authorize the application. For that, you need to log into your Zendesk Sell account.

(a) Authorize Application

Authorize Application Zendesk Sell

When you click on the “Connect” button, a window will slide in from the right, here you have to again click on the “Connect with Zendesk Sell” button and then grant the permission to integrate your Zendesk Sell account with Pabbly Connect.

(b) Map the Fields

Map the Fields

Once you are connected with your Zendesk Sell account, now you have to add all the field’s data like name, email, etc. Map up all the fields quickly.

(c) Send a Test Request

Send Test Request

Once you are done mapping up all fields click on the “Save & Send Test Request” button.

Step 10: Check Response in Zendesk Sell Dashboard

Check Response

Here, you can see the integration was successful and the info from the Typeform has been added to the Zendesk Sell as a Lead automatically.

Conclusion –

Finally, so this is our way and it is the easiest and fastest method to create Zendesk Sell lead from new Typeform entry. Because of Pabbly Connect, you can integrate unlimited apps, create unlimited workflows, automate all your projects, and so much more.

You can experience all of these perks without even paying anything as you get to signup for free. You just have to make a few clicks and you are good to go. Therefore, signup now to experience the best integration and automation service.

In case of any queries or suggestions, leave your comments below. We will try to get back to you as soon as possible.

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