Integrating Calendly with Zendesk Using Pabbly Connect: A Step-by-Step Tutorial

Learn how to automate ticket creation in Zendesk from new events in Calendly using Pabbly Connect. Follow this detailed tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate ticket creation in Zendesk from a new event in Calendly, start by accessing Pabbly Connect. You can sign up for free or log in if you already have an account.

Once logged in, click on the ‘Access Now’ button for Pabbly Connect. This will take you to the dashboard where you can create your workflow.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Create Tickets in Zendesk for Calendly Event.’ After naming it, click on ‘Create’ to proceed.

• Click on the ‘Trigger’ section and select ‘Calendly’ as your trigger application.
• Choose the trigger event as ‘Invitee Created’ to capture new registrations for your event.

After selecting the trigger, click on ‘Connect’ to link your Calendly account with Pabbly Connect. This allows Pabbly Connect to fetch data from your Calendly account.

3. Registering for an Event in Calendly

To test the trigger, create an event in Calendly. Copy the event link and open it in a new tab to register as an invitee. Fill in your details, including your name, email, and contact number, and confirm your registration.

Once you register, return to Pabbly Connect and click on ‘Save and Send Test Request.’ This action will fetch the registration data, which will be used to create a ticket in Zendesk.

4. Setting Up Zendesk Integration in Pabbly Connect

Now, navigate to the ‘Action’ section in Pabbly Connect and select ‘Zendesk’ as your action application. Choose the action event as ‘Create Ticket’ to set up ticket creation.

• Click on ‘Connect’ and fill in your Zendesk credentials, including username, password, and subdomain.
• After connecting, you will map the data from Calendly to Zendesk fields.

Mapping is crucial as it specifies how data from Calendly will populate the ticket fields in Zendesk. Fill in the required fields and click on ‘Save and Send Test Request’ to create the ticket.

5. Verifying Ticket Creation in Zendesk

After sending the test request, check your Zendesk account to verify that the ticket has been created successfully. You should see the new ticket populated with the details you provided during registration.

This confirms that the integration is working correctly, and now every time an event is created in Calendly and someone registers, a ticket will be automatically generated in Zendesk through Pabbly Connect.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate ticket creation in Zendesk from new events in Calendly. By following these steps, you can streamline your workflow and enhance your productivity.