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Zendesk Sell Integration: The Best Way to Automate Your WordPress Workflow

Zendesk Sell Integrations: Zendesk is award-winning customer service software trusted by 200K+ customers. Make customers happy via text, mobile, phone, email, live chat, social media.

Bit Integrations is a WordPress plugin that allows you to automate and integrate your WordPress forms builders and other plugins with Zendesk. This can save you time and effort, and improve your lead generation and customer management processes. Bit Integrations supports a wide range of WordPress plugins, such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form, Beaver Builder, Divi, Brizy, BuddyBoss, WooCommerce, WordPress User Registration, LearnDash LMS, LifterLMS, Memberpress, GiveWP, Easy Digital Downloads, AffiliateWP and many more so you can use it to automate and integrate your WordPress plugins with Zendesk.

Available Actions

  • Create Organization: This action will create an organization in Zendesk.
  • Create Contact: This action will create a contact in Zendesk.
  • Create Lead: This action will create a lead in Zendesk.
  • Create Deal: This action will create a deal in Zendesk.

Authorization of Zendesk Integration

First you have to select the Zendesk from the actions page. To do this open your Bit Integrations dashboard then click on Create Integration button now the Trigger page will open select any trigger from the list such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form. Then proceed to next and the action page will open. Now Search and select Zendesk from the action page.

Zendesk Integrations

Integration Name/Title: Here give the meaningful integration title as per your requirement.

Zendesk Integrations set name

To get your Zendesk API Key, follow these steps:

  • Sign in to your “Zendesk” account.
  • Click on the “Zendesk product” name in the top right corner, then click on “Sell“.
  • Click on “Settings” in the bottom left corner.
  • Search for “OAuth” and click on it.
  • In the “Access Tokens” section, click “Add Access Token“.
  • Give the token a description and check all the “Scopes“.
  • Click on “Save“.
  • Your “API Key” will be displayed. Copy it and paste it into the “API Key” field on your integrations page.
Zendesk Integrations dashboard
Zendesk Integrations go to sell
Zendesk Integrations go to settings
Zendesk Integrations go to settings search for oAuth
Zendesk Integrations API Key Created
Zendesk Integrations API Key in Bit Integrations page

Once you have successfully entered your Zendesk API Key, click “Authorize” to proceed. Once you have successfully authorized your account then click on “Next“.

Zendesk Integrations authorization is success

Select Action: Select an option from the drop-down list. For Example: “Create Contact

Zendesk Integrations choose an action

In the integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in Zendesk. The “Last Name” field is the default field in Zendesk, so you will need to map your form’s “Last Name” field to this field in Zendesk.

Conditional Logics

With this feature, you can incorporate conditions into the integration process. When the specified conditions align, the data will be transmitted to your Zendesk. For additional details, we recommend consulting our documentation regarding conditional logic. After you have configured your conditional logic, click Next to continue.

Conditional-Logics

Integration Save

Once you have configured the desired settings for the integration, click the Save & Finish button to save the integration.

Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration.

Zendesk Integrations Timeline
Zendesk Integrations is success

Use Case

Elementor Form with Zendesk

Elementor Form Integration with Zendesk using Bit Integrations. When an Elementor Form is submitted, then a new organization, contact, lead, or deal is automatically created in Zendesk.

Gravity Forms with Zendesk

Gravity Forms Integration with Zendesk using Bit Integrations. When a Gravity Forms is submitted, then a new organization, contact, lead, or deal is automatically created in Zendesk.

WPForms with Zendesk

WPForms Integration with Zendesk using Bit Integrations. When a WPForms is submitted, then a new organization, contact, lead, or deal is automatically created in Zendesk.

Contact Form 7 with Zendesk

Contact Form 7 Integration with Zendesk using Bit Integrations. When a Contact Form 7 is submitted, then a new organization, contact, lead, or deal is automatically created in Zendesk.

WooCommerce with Zendesk

WooCommerce Integration with Zendesk using Bit Integrations. When a user create a customer or create a product in WooCommerce, then a new organization, contact, lead, or deal is automatically created in Zendesk.

Ninja Forms with Zendesk

Ninja Forms Integration with Zendesk using Bit Integrations. When a Ninja Forms is submitted, then a new organization, contact, lead, or deal is automatically created in Zendesk.

Forminator Forms with Zendesk

Forminator Forms Integration with Zendesk using Bit Integrations. When a Forminator Forms is submitted, then a new organization, contact, lead, or deal is automatically created in Zendesk.

Formidable Forms with Zendesk

Formidable Forms Integration with Zendesk using Bit Integrations. When a Formidable Forms is submitted, then a new organization, contact, lead, or deal is automatically created in Zendesk.

Fluent Forms with Zendesk

Fluent Forms Integration with Zendesk using Bit Integrations. When a Fluent Forms is submitted, then a new organization, contact, lead, or deal is automatically created in Zendesk.

Bit Form with Zendesk

Bit Form Integration with Zendesk using Bit Integrations. When a Bit Form is submitted, then a new organization, contact, lead, or deal is automatically created in Zendesk.

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