In This Guide:
What is Zendesk Sell?
Zendesk Sell is a powerful CRM tool focused on helping businesses manage and convert leads, track communications, and optimize sales pipelines. It stores all the important information about your prospects—from contact details to notes, follow-ups, and deal stages—allowing your team to stay productive and organized.
If you don’t already have an account, create a Zendesk Sell account here →
Step 1: Connect Array to Zendesk Sell via Zapier
You can integrate Array and Zendesk Sell using Zapier, a no-code automation platform.
How to Set Up Zapier
Make sure you have a Zapier account. If not, sign up here.
Once logged in, click Make a Zap.
Set Array as your Trigger App and select a trigger event (e.g., New Form Entry).
Log into your Array account and select the form that will start your workflow.
Test your trigger to ensure everything is connected properly.
Setting Up Zendesk Sell as the Action
Search for and select Zendesk Sell as your Action App.
Choose your action (e.g., Create Lead, Create Contact, Update Deal).
Log into your Zendesk Sell account.
Map fields from your Array form to the appropriate Zendesk Sell fields (name, email, phone, etc.).
Test the Zap.
Once the test passes, Name your Zap and Turn it On.
You’re now ready to push form data from Array into your Zendesk Sell CRM automatically.
Step 2: Add Zendesk Sell Fields to Your Form
In Array’s Form Builder, you can directly add integration fields tied to Zendesk Sell.
How to Add Fields:
Open or create a form in the Form Builder.
Click on the Integrations tab in the left-hand toolbox.
Drag in Zendesk Sell options:
Add Lead – Includes fields for name, email, phone, etc.
Add Contact Person – Individual person within a company.
Add Contact Company – Organization info.
Each of these fields can auto-generate related subfields like email, phone number, address, etc. You can delete or modify these as needed.
Step 3: Use Data Search to Auto-Populate Forms
Zendesk Sell integration also allows two-way data retrieval. That means if you already have a contact in Zendesk Sell, you can search for them inside your Array form, and automatically pull their existing details.
How to Set Up Data Search:
In Form Builder, go to the Text Input section.
Drag the Data Search field onto your form.
In the popup, select Zendesk Sell as the data source.
Choose the Excel sheet or contact list from Zendesk Sell.
Select which fields (e.g., name, email, phone) should auto-fill based on the selected contact.
Now, your form becomes a live lookup tool for your CRM!
Step 4: Enable Two-Way Sync with Zendesk Sell
When adding a Data Search field, you’ll be prompted with two additional sync options:
1. Update Records in Zendesk Sell
If selected, submitted form data will overwrite existing records in Zendesk Sell (e.g., updating a phone number or address).
2. Attach Files to Zendesk Sell Records
Enables media files (images, PDFs, docs) submitted via the form to be stored directly in the Zendesk Sell contact’s profile.
You can choose:
PDF copy of the full submission
Media files (e.g., photos, videos)
CSV of the form data
Disconnecting Zendesk Sell
To remove your Zendesk Sell account from Array:
Go to the Integrations page via the top navigation bar.
Find Zendesk Sell in your list of connected apps.
Click the X beside your connected account.
Forms using Zendesk Sell fields may stop working once the account is disconnected.
Summary
With the Zendesk Sell + Array integration, you can:
Automatically create new leads from form submissions
Populate forms with existing CRM data
Update existing contacts or companies
Attach relevant documentation to client profiles
Streamline your sales pipeline and automate your CRM input