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How to connect Zoho Forms with Zendesk Sell

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Connect Zoho Forms to Zendesk Sell with LeadsBridge

Zoho Forms » Zendesk Sell

In this article, you'll learn how to set up the bridge and connect Zoho Forms to My CRM Example using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

  1. Head over to the left sidebar and click on the Create new Bridge green button
  2. You'll be taken to the first step of the bridge creation

Step 1: Choose the apps you want to connect

  1. Choose Zoho Forms as the source for your bridge
  2. Choose Zendesk Sell as the destination for your bridge
  3. Click on the Continue button
  4. At this point you can choose a name for your bridge (this will only be visible inside LeadsBridge and you can also edit it later)

Step 2: Configure your Zoho Forms with Zendesk Sell

Step 2.A: Setup your Zoho Forms integration

  1. Click on Connect Zoho Forms
  2. Click on Create new integration to connect your Zoho Forms (or select an existing one from the dropdown if you already connected it)
  3. A popup wil be opened where you can authorize the Zoho Forms integration
  4. Fill URL, Access Secret field to connect Zoho Forms with LeadsBridge
  5. Click on the Authorize button
  6. You can choose a name for this Zoho Forms and LeadsBridge integration (you can also edit it later)
  7. Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
  8. Now that your Zoho Forms is connected, you can continue with the set-up of your bridge

Step 2.B: Configuration details for Zoho Forms

How to get URL, Access Secret

- Log in to Zoho Forms
- Select the form from the dashboard, click on Integration >> WebHooks, and choose the 'Enable' option.
- Paste the WebHook provided by LeadsBridge in the WebHook URL field
- Under this section, choose the fields whose data should be sent to the URL. Select the field from the drop-down list and specify the parameter name (key) for every field.
- Once done, click on 'Save'. A WebHook will now be successfully added to your Zoho form ( Learn more)

Other Info

- Copie the Webhook provided by LeadsBridge on the second step of the bridge
- Then stay on this step of the bridge and go back to Zoho forms.
Fill the form with test information and send it.
Then LeadsBridge will be able to recognize the fields and let you do the matching with your destination integration.

Step 2.C: Setup your Zendesk Sell integration

  1. Click on Connect Zendesk Sell
  2. Click on Create new integration to connect your Zendesk Sell (or select an existing one from the dropdown if you already connected it)
  3. A popup wil be opened where you can authorize the Zendesk Sell integration
  4. Click on Authorize and you will be prompted to the Zendesk Sell authorization experience
  5. Here you will need to provide the info required and grant access to LeadsBridge
  6. Once done, you will be get back to LeadsBridge application
  7. You can choose a name for this Zendesk Sell and LeadsBridge integration (you can also edit it later)
  8. Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
  9. Now that your Zendesk Sell is connected, you can continue with the set-up of your bridge

Step 2.D: Email Receipt (Optional)

You may choose to receive an email receipt for each incoming lead.

  • Type the address(es) where you'd like to receive the receipt
  • You may also modify the Subject line of the email

Step 3: Fields Mapping

Here you'll be able to map your Zoho Forms information with your Zendesk Sell fields.

  1. You will have Zendesk Sell fields on the left. Match the information you wish to pass align from Zoho Forms
  2. Based on Zendesk Sell functionality, some fields might be required; if this is the case, you can identify those fields with a * (star), so be sure to map all them
  3. You can also use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on.
  4. You may leave blank the box of a field's information you don't want to send through. Clicking on the Show unmapped fields button you will have visibility on all the available fields still not mapped

Step 3.A: Leads Filter (Optional)

If you'd like you could add a filter for incoming leads. This filter will sync only leads that meet the configured conditions

  1. Click on the link Add Filter for Incoming Leads on the top left
  2. A popup wil be opened where you can configure the filter
  3. You can define a series of condition to filter the leads. The lead will be synced only when all the conditions will be met
  4. Once finished, click the Save Changes button to switch back to the Fields Mapping to continue with the bridge configuration

Step 3.B Test Connection (Optional)

Once you’ve mapped all the fields that you need, if available, you can run a test of your connection by clicking on the Test Connection button.

Step 4: Save and Publish

  • Click on the Save and publish button

Congratulations! Now your bridge is up and running

Do you need help?

Here some additional resources: