Integrate Zendesk with Typeform Using Pabbly Connect: Step-by-Step Guide

Learn how to integrate Zendesk with Typeform using Pabbly Connect. This detailed tutorial covers each step to automate ticket creation from Typeform entries. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Zendesk with Typeform, first, you need to access Pabbly Connect. Start by visiting the Pabbly website. If you do not have an account, click on ‘Sign Up for Free’. If you already have an account, click on ‘Sign In’. Once logged in, navigate to the dashboard.

On the dashboard, locate the big blue button labeled ‘Create Workflow’. Click on it to begin setting up your integration. You will be prompted to name your workflow; for this tutorial, name it ‘Create Zendesk Tickets from Typeform Submission’ and click ‘Create’. This setup will allow you to automate the ticket creation process in Zendesk from new entries in Typeform.

2. Setting Up Trigger in Pabbly Connect

Now that you have created your workflow, it’s time to set up the trigger. The trigger application will be Typeform, as it will initiate the workflow whenever a new entry is submitted. Select Typeform as your application and choose ‘New Entry’ as the trigger event. using Pabbly Connect

• Select Typeform as the trigger application.
• Choose ‘New Entry’ as the trigger event.
• Connect your Typeform account by clicking ‘Add New Connection’.
• Grant access to your Typeform account.

After connecting, select the specific form you want to use for this integration, which in this case is the ‘Requests’ form. Make sure to save your settings and click on ‘Save and Send Test Request’ to capture the response.

3. Filling Out Typeform to Capture Data

Once you have set up the trigger, it’s time to fill out the Typeform to test the integration. Ensure you have the form open and fill in the necessary fields such as your name, email address, and the description of your request. For example, you might enter details about an internet issue.

• Enter your name and email address.
• Describe your issue clearly in the description field.
• Include any additional details that may help in resolving the issue.

After submitting the form, return to Pabbly Connect to see if the data has been captured correctly. You should see the responses populated in the Pabbly dashboard, confirming that the integration is working up to this point.

4. Setting Up Action to Create Zendesk Ticket

Now that you have the data from Typeform, it’s time to set up the action in Pabbly Connect. Select Zendesk as your action application and choose ‘Create Ticket’ as the action event. This will enable you to create a ticket in Zendesk based on the Typeform entry. using Pabbly Connect

Select Zendesk as the action application. Choose ‘Create Ticket’ as the action event. Connect your Zendesk account by entering your username, password, and subdomain.

After connecting, you will need to map the fields from Typeform to the corresponding fields in Zendesk. Ensure that you fill in the required fields such as the requester’s name, email, and description of the issue. Once everything is set, click on ‘Save and Send Test Request’ to verify that the ticket is created successfully in Zendesk.

5. Verifying the Integration in Zendesk

To confirm that your integration is working correctly, go to your Zendesk account and refresh the page. You should see a new ticket created based on the Typeform entry you submitted. Check that all the details like the requester’s name, email, and description are correctly populated.

If the ticket appears as expected, it confirms that the integration via Pabbly Connect was successful. You can now manage these tickets directly in Zendesk without needing to manually enter the data each time a Typeform entry is submitted.

This automation saves time and ensures that all requests are logged promptly, allowing for better customer service and response times. If you encounter any issues, revisit the steps in Pabbly Connect to ensure all connections and mappings are correctly set.

Conclusion

In this tutorial, we demonstrated how to integrate Zendesk with Typeform using Pabbly Connect. By following these steps, you can automate the process of creating Zendesk tickets from new Typeform entries, streamlining your workflow and enhancing customer support efficiency.