Overview

The AFI plugin lets you connect your WordPress forms with Zendesk Sell, allowing you to automatically create new leads when someone submits a form.

This is ideal for sales lead generation, CRM enrichment, and contact management workflows.

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✅ Supported Feature

• Create New Lead

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🔧 How To Setup

Step 1: Get Your Zendesk Sell Access Token

To connect your Zendesk Sell account:

1. Log in to your Zendesk Sell account.

2. Go to Settings → Integrations → OAuth → Access Tokens

3. Create a new Access Token and copy it.

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Step 2: Connect Zendesk Sell in AFI

1. Go to AFI → Settings → Zendesk Sell

2. Paste your Access Token

3. Click Save Changes

Your Zendesk Sell account is now successfully connected!

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Step 3: Create a New Integration

1. Go to AFI → Add New

2. Give your integration a name like “Send Leads to Zendesk Sell”

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🔹 Trigger

• Form Provider: Choose your form plugin (e.g., WPForms, Elementor, Contact Form 7)

• Form Name: Select the form you want to connect

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Step 4: Configure the Action

• Platform: Select Zendesk Sell

• Task: Choose Create New Lead

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Step 5: Select Account & Map Fields

Once you select the action, you’ll see:

Zendesk Sell Account

Choose the connected account from the dropdown.

Field Mapping

Map the following fields to your form inputs:

• Email

• First Name

• Last Name

• Phone

• Mobile

• Fax

• Organization Name

• Title

• Status

• Source ID

• Description

• Industry

• Website

• Twitter

• Facebook

• LinkedIn

• Skype

• Address Line 1

• City

• State

• Postal Code

• Country

• Owner ID

Use the dropdown to connect each Zendesk field with a corresponding form field on your site.

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Step 6: Save Integration

Click Save Integration.

🎉 Done! Now every form submission will automatically create a lead in your Zendesk Sell account.

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🔍 Troubleshooting

🔹 Token Not Working

• Double-check that the access token is copied correctly

• Go back to Settings → Access Tokens in Zendesk Sell and regenerate it if needed

🔹 Fields Not Loading

• Make sure a valid account is selected

• Refresh the page and try again

🔹 Lead Not Created

• Ensure required fields like Email are properly mapped

• Check for API errors under AFI → Log