How to Send Bookly Data to Zendesk Sell

Zendesk Sell is a CRM that helps you manage contacts and track interactions. Here is how to pipe Bookly appointment straight into Zendesk Sell using Advanced Form Integration. The setup takes about five minutes and runs entirely on your own server.

The direct approach

AFI delivers appointment data straight from WordPress to Zendesk Sell. No third-party cloud, no per-task fees, and every request is logged for troubleshooting.

What you will need

• A WordPress site with Bookly installed and configured.
• A Zendesk Sell account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Zendesk Sell to AFI

1. Log in to your Zendesk Sell account.
2. Go to Settings → API and copy your API Token.
3. In WordPress, go to AFI → Settings → Zendesk Sell.
4. Paste the API Token and click Save Changes.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it Bookly to Zendesk Sell.

2. Pick your trigger

Select Bookly as the form provider. AFI fires when an appointment is booked, giving you access to customer name, email, phone, service name, staff member, appointment date, and time.

3. Select Zendesk Sell as the destination

Choose Zendesk Sell from the platform dropdown and pick Add Lead. This creates a lead in Zendesk Sell.

4. Map fields

Match each Zendesk Sell field on the left to the corresponding Bookly field on the right. Common mappings include customer name, email, phone, service name, staff member, appointment date, and time. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain records? Set up a conditional rule based on any field value.

6. Save and test

Click Save Integration. Trigger a test event in Bookly. Check Zendesk Sell to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps name, email, and phone to Zendesk Sell with unlimited records. Pro adds custom field mapping. No per-record fees on any plan.

Frequently asked questions

Which Bookly events trigger the integration?

AFI fires when an appointment is booked. This covers new submissions and relevant status changes.

Will adding this slow down my site?

No. AFI sends data to the destination after the event completes. Your site performance is not affected.

Can I send data to multiple platforms?

Yes. Create a separate integration for each destination, and every record flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect Bookly to Zendesk Sell in minutes.