Setting Up a Lead Capture Form in Zendesk Sell
How do I set up a lead capture form in Zendesk Sell?
To set up a lead capture form in Zendesk Sell, you need to be an admin. Start by navigating to the Sell sidebar and clicking on Settings. From there, go to Data > Lead capture > Lead capture form. On the Fields tab, you can define the data fields you want to include. The form comes with essential fields by default, but you can delete any unnecessary ones, except for the Full name field, which is required and non-deletable.
You can also add custom fields by clicking +Add Field, entering the details, and clicking Add. Rearrange the order of fields by dragging and dropping them. Once you're satisfied, click Preview to see your changes, then Save. On the Settings tab, you can assign leads to a specific owner and choose the form's language. For more details, check theoriginal documentation.
More related questions
How can I publish a lead capture form in Zendesk Sell?
Publishing a lead capture form in Zendesk Sell can be done in two ways: embedding it on your website or hosting it on a Zendesk site. To embed the form, generate the embed code and add it to your website. If you prefer hosting it on a Zendesk site,…
What should I do if my embedded lead capture form is not rendering?
If your embedded lead capture form isn't rendering, it might be due to Content Security Policies (CSP) set by your company. Check with your website administrator to see if a CSP is in place. If so, ask them to update it to allow the capture form by…
Can I customize the design of my lead capture form in Zendesk Sell?
Unfortunately, you cannot change the design, such as colors and style, of the lead capture form in Zendesk Sell. If you need more customization options to match your brand, consider using the Zapier integration or creating a custom form using the…
How can I assign leads to multiple salespeople in Zendesk Sell?
In Zendesk Sell, you can set up lead assignment rules to distribute leads among multiple salespeople. This can be done by creating a round robin assignment, which evenly distributes leads among designated sales team members. Alternatively, you can…
Is it possible to change the default message after form submission in Zendesk Sell?
The default message shown after a lead capture form submission in Zendesk Sell is not editable. If you want to customize this message, you would need to create a custom form using the Zendesk API or a third-party app like Zapier. These tools allow…
Can I add a dropdown list to my lead capture form in Zendesk Sell?
Yes, you can add a dropdown list to your lead capture form in Zendesk Sell. To do this, create a new field in the leads section that includes the dropdown options you want. Then, add this field to your lead form and map it to the lead attribute. In…
How can I handle cultural differences in naming order on lead capture forms?
The 'Full name' field in Zendesk Sell's lead capture form is required and non-deletable, which can be limiting for handling cultural differences in naming order. Unfortunately, you cannot separate given name and surname fields natively. To address…
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