You can use the Zapier integration in Sell (see Using Zapier with Sell) to create new leads from JotForm submissions.
Here's what you'll need to get started:
- A Zapier account
- A JotForm account
To create Sell leads from JotForm submissions
- Create a Zapier account, if you don't already have one.
- Follow the steps described in Using Zapier with Sell.
- Or, go directly to JotForm + Zendesk Sell Integrations.
- On the JotForm + Zendesk Sell Integrations page, provided you've set up a Zapier account and you're signed in, you can click Get Started–Use this Zap!.
- Click Connect JotForm + Zendesk Sell.
- In the Trigger panel, select Choose Trigger, then choose the
New Submission trigger.
- Click Save + Continue.
- In the Trigger panel, select Choose Account, then Connect
an Account.
- You'll be prompted to allow Zapier to access your JotForm account. Click
Yes, Continue.
- Enter your JotForm login credentials, then click Sign In.
- In the Trigger panel, select Edit Options and choose the
JotForm submission you want to use, then click Continue.
- From the Action panel, select Choose Action, then choose
Create Lead.
- Next, you'll be prompted to connect your Sell account. Click Connect an Account.
- Enter your Sell account information, then click Sign in. When your account is linked, select it and then click Save + Continue.
- In the Action panel, select Edit Template to map the JotForm
entries to Sell fields. When you're done, click Continue.
- The last step is to activate your Zap. Enter a name for it, then click
On.
The lead data collected from the JotForm submission form you selected is automatically synced to your Sell account as new leads.
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