Integrate Everest Forms with Zendesk Sell
Send information between Everest Forms and Zendesk Sell automatically, without writing any code, using Zoho Flow.
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Create a new contact in Zendesk Sell whenever a form is submitted through Everest Forms
Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will generate a new contact in Zendesk Sell using the form responses obtained from Everest Forms.
How it works
- The flow triggers when a new form entry is added in Everest Forms.
- Zoho Flow creates a new contact in Zendesk Sell.
Create a new contact in Zendesk Sell whenever a form is submitted through Everest Forms
Everest Forms + Zendesk Sell
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Supported triggers and actions
Integrate Everest Forms and Zendesk Sell using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry added
Triggers when a new form entry is added
Lead created
Triggers when a new lead is created
Contact created
Triggers when a new contact is created
Deal created
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Create deal
Create a new deal
Create contact
Creates a new contact
Create task
Create a new task
Create task
Create a new task
Create lead
Creates a new lead
Update lead
Updates the details of an existing lead by ID
Update deal
Updates the details of an existing deal by ID
Fetch user
Fetch the details of the existing user by email address
Fetch lead
Fetch the details of the existing lead by email address
What is Everest Forms?
Everest Forms is a drag and drop form builder plugin that lets you create beautiful forms, including contact forms, within minutes. The plugin is lightweight, fast, and mobile responsive.
Similar apps
What is Zendesk Sell?
Zendesk Sell is sales force automation software that lets you manage tickets, build a web-based knowledge base, and create an online community for customer conversations.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
