Set Up Lead Distribution Pool with Zapier and Zendesk Sell
How do I set up a distribution pool for leads using Zapier and Zendesk Sell?
To set up a distribution pool for leads using Zapier and Zendesk Sell, you'll need to create lead distribution pools and a Zapier account. Start by setting up your data with a Google Form and a corresponding Google Sheet to capture responses. Then, create a Zap in Zapier, selecting Google Forms as the app and New Response in Spreadsheet as the trigger event. Add paths to route leads based on criteria like country, and map fields to create leads in Sell. Finally, enable your Zap to start routing leads automatically. For more details, check out theoriginal guide.
More related questions
What tools do I need to create a round-robin distribution pool in Zendesk Sell?
To create a round-robin distribution pool in Zendesk Sell, you'll need a Zapier account and distribution pools set up in your Sell account. You can use forms like Google Forms, Wufoo, or Gravity Forms to collect lead data. Zapier will help you…
How can I test my Zapier distribution pool setup?
Testing your Zapier distribution pool setup is straightforward. Simply add a new lead using your Google Form and either wait a few minutes or manually run the Zap to test it immediately. You can then check in Zendesk Sell to see if the lead has…
Can I use custom forms to route leads in Zendesk Sell with Zapier?
Yes, you can use custom forms to route leads in Zendesk Sell with Zapier. While the example provided uses Google Forms, you can also use other form tools like Wufoo or Gravity Forms. The key is to ensure that the form data is captured in a way that…
What are the steps to create a Zap for lead distribution in Zendesk Sell?
To create a Zap for lead distribution in Zendesk Sell, start by clicking the + icon in Zapier to create a new Zap. Select Google Forms as the app and New Response in Spreadsheet as the trigger event. Add paths to route leads based on criteria like…
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