You can capture leads directly into your sales funnel using a customizable embedded, hosted, or Facebook form. The data that is captured using this form is added as a new lead in your Zendesk Sell account.
The lead capture form is set up and published by an Admin user.
To create a lead capture form
- Click the Settings icon (
), then select Tools > Lead Capture Form.
There are two steps required to create a lead capture form. The first is to set up what you want on the form. The second is to publish the form.
Setting up the form
The Form Settings tab is where you define the data fields that you want to include on the form.
By default, the form contains the essential data fields you need to collect your lead data. You can delete these (full name is the only required and non-deletable field), rename them, mark them as required, and also add other and custom fields.
You can also change who the leads are assigned to and in what language the form is displayed in.
The order of the data fields can be changed by selecting and dragging the fields into the order you prefer.
Publishing the form
You have three options for publishing your lead capture form. You can generate embed code that you can add to any website. You can publish the form to a site that is hosted by Zendesk, or you can publish the form to a Facebook page.
5 Comments
is there a way that i can redirect to a freebie url after the user send the form, im using wordpres.
Hi Juve!
If you're referring to the Lead Capture Form in Sell, I'm afraid that there is no way to have form submission trigger a redirect! Your best bet will be to look into using an integration through Zapier. Lots of our users use Gravity Forms or Wufoo for their lead capture form. Depending on their functionality, these integrations may allow you to achieve what you are looking for!
Thanks,
Nate
Nate Brown
Customer Advocate | Zendesk Sell CRM
Visit our Support Center - Email us at support@zendesk.com - Call us at +1 888 670 4887 Mon-Fri 8am-5pm PT
Hi, I am using wordpress and the form is already created rather than using Sell's form. Is there a way so I can send the lead to Sell?
I believe The embed code option will not work for me.
Thanks
Hi Usman!
While we (and third parties) are constantly adding new integrations, we do not currently have an integration built for WordPress. You can see all of the available integrations here:
https://www.zendesk.com/apps/directory/?q=&idx=appsIndex&p=0&hFR%5Bproducts%5D%5B0%5D=sell
You may want to look into a third-party integration, like one provided by Zapier. Here is an article that talks more about using Zapier with Sell: Using Zapier with Sell
Hey! Is there a way to provide a drop down list of options in a lead capture form? ie Q 'how did you hear about us' A (TV, Radio, Facebook, etc). Thanks. Nick
Please sign in to leave a comment.