Introduction
Juggling between Cardtapp and Zendesk Sell for contact management? Streamline your workflow with this integration. Whenever a new contact is created in Cardtapp, it will automatically generate a lead in Zendesk Sell. This ensures that no potential lead falls through the cracks, reduces manual data entry, and allows your sales team to act swiftly. Enhance your lead management and focus on closing deals with this seamless integration.
Use our pre-built template
Integration Overview
Zapier Trigger: When a new Tapper (ie. Lead / Contact) is created in Cardtapp
Zapier Action: Then, creates a new record in Zendesk Sell
Benefits of this Integration
Utilize the pre-built Zapier template for a hassle-free setup.
Eliminate manual data entry between Cardtapp and Zendesk Sell.
Never miss out on potential leads.
Speed up your sales cycle by instantly capturing leads.
Advanced Configuration
Step-by-step Guide to Set Up the Integration
Pre-requisites:
Ensure you have active accounts on Cardtapp, Zendesk Sell, and Zapier.
You should have the required permissions on both platforms to set up integrations.
Log into Zapier:
Navigate to the Zapier homepage.
Sign in using your credentials.
Start Creating a New Zap:
Click on the 'Make a Zap' button on the top right corner.
Set Up the Trigger:
In the 'Choose App & Event' search bar, type and select "Cardtapp".
From the 'Trigger Event' dropdown, choose "Tapper Created".
Click on 'Continue'.
You'll be prompted to sign in to your Cardtapp account if not already connected. Follow the prompts to connect.
Test the trigger to ensure it's working correctly.
Set Up the Action:
In the 'Choose App & Event' section, search and select "Zendesk Sell".
For the 'Action Event', select "Create Lead".
Click on 'Continue'.
If you haven't connected your Zendesk Sell account to Zapier, you'll be prompted to do so. Follow the on-screen instructions.
Use the pre-built field mappings from the template to link the Tapper's details in Cardtapp to the corresponding fields in Zendesk Sell.
Once done, test the action to ensure it creates a lead in Zendesk Sell successfully.
Activate the Zap:
Once everything looks good and the test is successful, turn on your Zap by toggling the switch at the bottom of the screen.
Your integration is now set up. Every new Tapper in Cardtapp will automatically become a lead in Zendesk Sell.
Troubleshooting Tips:
Ensure you have the necessary permissions in both Cardtapp and Zendesk Sell.
Always test your Zap thoroughly after setting it up.
If issues persist, reach out to Zapier's support or refer to their extensive documentation.
We hope this guide helps you seamlessly integrate Cardtapp with Zendesk Sell. Should you have any questions or face any issues, please don't hesitate to reach out to our support team. Happy integrating!