Connect Zoho Forms to Zendesk Sell with LeadsBridge

1. Head over to the left sidebar and click on Bridges
2. You'll be taken to the Bridges section of your account
3. Click on the Add New button
4. You'll be taken to the first step of the bridge creation

1. Choose a name for your bridge (this will only be visible inside LeadsBridge)
2. You may add labels to help you identify your bridge later
3. Choose Zoho Forms as the source for your bridge
4. Choose Zendesk Sell as the destination
5. Click on the Next button

You may send lead's information from Zoho Forms to LeadsBridge through the Webhook feature.

Copy the Webhook address that you see in this step and set this endpoint as the data receiver inside your Zoho Forms settings.

How to setup the webhook on Zoho Forms

• 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.

• 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

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.

Before proceeding

One last thing before proceeding to the next step is to send a test lead from Zoho Forms. This will allow us to recognize the attributes you'd like to pass along and offer them as presets in the next steps of the setup.

1. Please make sure the LeadsBridge screen is saying "Waiting for New Lead...", it means that we're ready to receive your test data
2. Go to Zoho Forms
3. Submit a test lead
4. Once done go back to LeadsBridge and verify that your test was sent successfully
5. You should see the information processed correctly by the app
6. Click on the Next button

1. Type in the integration's name in the dedicated field
2. Select the segmentation concept you'd like to use from the dropdown
3. Click on the Authorize button
5. Login to the account you'd like to use
6. Allow LeadsBridge to access your Zendesk Sell information
7. You'll see the blue info success message at the top right of your screen
8. Click on the Next button
9. You'll now be able to select the destination segment to send your leads to
10. 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
11. Click on the Next button

Here you'll be able to map your source information with your destination fields.

You'll see a field name with the destination integration's logo at the top, this indicates the name of the field on Zendesk Sell.

Underneath there's a box where you may add the information you'd like to send.

• Check each of the Zendesk Sell fields available
• Match the information you wish to pass along from Zoho Forms
• You may type the information manually and pass them as a static value
• Use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on
• You may also leave blank the box of a field's information you don't want to send through

Custom Fields

1. If you'd like to add more fields, just look at the bottom of the page
2. Head over the "Don't find a CRM custom field?" box
3. Select the field you'd like to add from the dropdown list
4. Click the Add Custom Field button
6. The field will appear above
7. Add the desired information, as you did with the other ones

Once accomplished your desired outcome, just click Next and head to the last step.

In this final step, you'll be able to send a lead from LeadsBridge to test if the configuration works properly.

1. To create a new test lead, fill in the required information when prompted
2. Click Test Now
3. To test with a real lead, switch the toogle to "Test with existing lead".
4. Click Sync Now along the lead you'd like to send
5. If you did everything right the button will turn green, meaning your lead was synced successfully and the integration is ready
6. Click Finish to save your settings and turn active your bridge