AFI
Zendesk Sell
Zendesk Sell is a sales CRM that tracks leads, contacts, and deals. Advanced Form Integration creates leads in Zendesk Sell from WordPress form submissions.
What you’ll need
- An active Zendesk Sell account.
- Your Zendesk Sell API credentials (see below).
- The Advanced Form Integration plugin installed and activated.
Get your Zendesk Sell access token
- Sign in to your Zendesk Sell account.
- Go to Settings → Integrations → API Tokens.
- Generate a new Personal Access Token and copy it.
- In WordPress, go to AFI → Settings → Zendesk Sell.
- Click Add Account, paste the access token, and give the account a name.
- Click Save.
Zendesk Sell uses the access token as a Bearer token in the Authorization header.
Create the integration
- Go to AFI → Add New.
- Give the integration a name, for example
Form to Zendesk Sell. - Under Trigger, pick the form plugin and the specific form.
- Under Action → Platform, select Zendesk Sell.
- In Task, choose Create New Lead.
- Pick the saved account.
- Map your form fields onto the fields listed below.
- Optional: open Conditional Logic to limit which submissions are sent.
- Click Save Integration.
Tasks supported
Create New Lead
Creates a lead in Zendesk Sell via the v2 API at api.getbase.com.
| Field | Field key | Required | Notes |
|---|---|---|---|
email |
Recommended | ||
| First Name | first_name |
No | |
| Last Name | last_name |
No | |
| Phone | phone |
No | |
| Mobile | mobile |
No | |
| Fax | fax |
No | |
| Organization Name | organization_name |
No | |
| Title | title |
No | Job title |
| Status | status |
No | |
| Source ID | source_id |
No |
Pro features
The Pro integration extends the free version with additional capabilities. Pro uses the same Zendesk Sell connection.
Feature comparison
| Feature | Free | Pro |
|---|---|---|
| Create lead | ✅ | ✅ |
| Standard fields | ✅ | ✅ |
| Tags | No | ✅ |
| Custom fields | No | ✅ |
Conditional logic example
Only send data to Zendesk Sell when specific conditions are met. For example, add a condition on a form field to control which submissions are forwarded.
Troubleshooting
Nothing arrives in Zendesk Sell
Open AFI → Log and find the most recent entry. AFI stores the request URL, body, and raw response.
API credentials rejected
Verify your credentials in your Zendesk Sell account settings. If they were regenerated, update them in AFI → Settings → Zendesk Sell.