Gravity Forms + Zendesk Sell

Create Zendesk Sell notes from new Gravity Forms submissions

Efficiently maintain and update your records with this seamless workflow between Gravity Forms and Zendesk Sell. When a new entry is made in Gravity Forms, a corresponding note is immediately created in Zendesk Sell. This ensures timely and consistent record-keeping without the need for laborious manual data transfer. Save time and improve accuracy with this simple automation.

Efficiently maintain and update your records with this seamless workflow between Gravity Forms and Zendesk Sell. When a new entry is made in Gravity Forms, a corresponding note is immediately created in Zendesk Sell. This ensures timely and consistent record-keeping without the need for laborious manual data transfer. Save time and improve accuracy with this simple automation.

  1. When this happens...
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    Zendesk SellZendesk Sell
    Create Note

    Creates a new note for an existing lead, contact or deal.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    • Use Admin Field Labels?

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
    • Is Company?

    Trigger
    Scheduled
    Try It
    • Pipeline

    • Stage

    Trigger
    Scheduled
    Try It
    • FormRequired

    Action
    Write
    • Is Company?

    Trigger
    Scheduled
    Try It
  • Zendesk Sell triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

    Trigger
    Scheduled
    Try It
  • Zendesk Sell triggers, actions, and search

    Updated Deal

    Triggers when an existing deal is updated.

    Trigger
    Scheduled
    Try It
gravity-forms logo
gravity-forms logo

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
Learn more

Related categories

  • Forms & Surveys
  • WordPress

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zendesk-sell logo
zendesk-sell logo

About Zendesk Sell

Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.

Related categories

  • CRM (Customer Relationship Management)

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