Overview
The AFI plugin lets you connect your WordPress forms with Zendesk Sell, allowing you to automatically create new leads when someone submits a form.
This is ideal for sales lead generation, CRM enrichment, and contact management workflows.
β Supported Feature
Create New Lead
π§ How To Setup
Step 1: Get Your Zendesk Sell Access Token
To connect your Zendesk Sell account:
Log in to your Zendesk Sell account.
Go to Settings β Integrations β OAuth β Access Tokens
Create a new Access Token and copy it.
Step 2: Connect Zendesk Sell in AFI
Go to AFI β Settings β Zendesk Sell
Paste your Access Token
Click Save Changes
Your Zendesk Sell account is now successfully connected!
Step 3: Create a New Integration
Go to AFI β Add New
Give your integration a name like βSend Leads to Zendesk Sellβ
πΉ Trigger
Form Provider: Choose your form plugin (e.g., WPForms, Elementor, Contact Form 7)
Form Name: Select the form you want to connect
Step 4: Configure the Action
Platform: Select Zendesk Sell
Task: Choose Create New Lead
Step 5: Select Account & Map Fields
Once you select the action, youβll see:
Zendesk Sell Account
Choose the connected account from the dropdown.
Field Mapping
Map the following fields to your form inputs:
Email
First Name
Last Name
Phone
Mobile
Fax
Organization Name
Title
Status
Source ID
Description
Industry
Website
Twitter
Facebook
LinkedIn
Skype
Address Line 1
City
State
Postal Code
Country
Owner ID
Use the dropdown to connect each Zendesk field with a corresponding form field on your site.
Step 6: Save Integration
Click Save Integration.
π Done! Now every form submission will automatically create a lead in your Zendesk Sell account.
π Troubleshooting
πΉ Token Not Working
Double-check that the access token is copied correctly
Go back to Settings β Access Tokens in Zendesk Sell and regenerate it if needed
πΉ Fields Not Loading
Make sure a valid account is selected
Refresh the page and try again
πΉ Lead Not Created
Ensure required fields like Email are properly mapped
Check for API errors under AFI β Log