Receiver Platforms

Zendesk Sell

Estimated reading: 2 minutes

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.


βœ… Supported Feature

  • Create New Lead


πŸ”§ How To Setup

Step 1: Get Your Zendesk Sell Access Token

To connect your Zendesk Sell account:

  1. Log in to your Zendesk Sell account.

  2. Go to Settings β†’ Integrations β†’ OAuth β†’ Access Tokens

  3. Create a new Access Token and copy it.


Step 2: Connect Zendesk Sell in AFI

  1. Go to AFI β†’ Settings β†’ Zendesk Sell

  2. Paste your Access Token

  3. Click Save Changes

Your Zendesk Sell account is now successfully connected!


Step 3: Create a New Integration

  1. Go to AFI β†’ Add New

  2. Give your integration a name like β€œSend Leads to Zendesk Sell”


πŸ”Ή 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, you’ll 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.

πŸŽ‰ Done! Now every form submission will automatically create a lead in your Zendesk Sell account.


πŸ” Troubleshooting

πŸ”Ή 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

πŸ”Ή Fields Not Loading

  • Make sure a valid account is selected

  • Refresh the page and try again

πŸ”Ή Lead Not Created

  • Ensure required fields like Email are properly mapped

  • Check for API errors under AFI β†’ Log

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