Hello everybody I need to collect data from my form through typeform and create an opportunity on Sellsy
but I’m not able to do it anybody can help me
thank you very much
sacha
Best answer
Type form and Sellsy
Best answer by PaulKortmanBest answer by PaulKortman
So when you have the sellsy step in front of you and you click the "+" icon next to a field, you should see a dropdown with fields from typeform, scroll down and pick the field that looks right.
If that doesn't make sense can you take a screenshot of where you're running into a problem and post it here?
Have you watched any video tutorials on how to build your first zap? There are a bunch on youtube and also on the help center on zapier.com. Once you see it in action it should be simple to accomplish.
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+10- Zapier Expert
- 469 replies
Hi
What have you tried and where are you stuck?
Typeform has a trigger for a New Entry
And Sellsy has an action to Create an Opportunity
So assuming you have a zapier account you could do the following steps:
- Make a new Zap
- Choose Typeform as the first application and choose "New Entry" as the trigger
- Authenticate your Typeform account
- Select which form to trigger on
- Test (Send Data) and continue
- Add a step
- Choose Sellsy as the application and choose "Create Opportunity" as the action
- Authenticate your Sellsy account
- For each field you want to populate click on the "+" icon (see below) and choose the field or information you want from Step 1 (Typeform - New Entry). Example: in the First name field for Sellsy choose the first name field from Typeform
- Click continue to go to the Send Data Stage
- Click Test and Continue
- Verify that the information within sellsy is want you want and how you want it.
- Turn your Zap on and rename it.
The "+" Icon looks like this:
Hello thanks for your answer
ok I explain : I did the new trigger and then connect to Sellsy to create an opp but at the moment to choose the fields I don’t know how to do , I tried but doesn’t work , if you can help me I would give you the id of the accounts to fix it if you have time of course , I would be gracefull thank you very much
+10- Zapier Expert
- 469 replies
- Answer
So when you have the sellsy step in front of you and you click the "+" icon next to a field, you should see a dropdown with fields from typeform, scroll down and pick the field that looks right.
If that doesn't make sense can you take a screenshot of where you're running into a problem and post it here?
Have you watched any video tutorials on how to build your first zap? There are a bunch on youtube and also on the help center on zapier.com. Once you see it in action it should be simple to accomplish.
yes that it !
when you click the plus you can find fields but I don’t recognize those I a have to choose maybe I should use the customed aDvanced but I don’t know how to do
tomorrow I post a picture thank you
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