How to Create Zendesk User on Contact Form 7 Submission Using Pabbly Connect

Learn how to automate the process of creating Zendesk users from Contact Form 7 submissions using Pabbly Connect with this step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Zendesk user on Contact Form 7 submission, we first need to access Pabbly Connect. This platform serves as the central integration tool that automates the process of connecting various applications.

Begin by visiting the Pabbly Connect website. If you are a new user, you can sign up for a free account that offers 100 free tasks each month. Existing users should simply sign in to their accounts to get started.

2. Creating a New Workflow in Pabbly Connect

After signing in, navigate to the dashboard of Pabbly Connect. To initiate the automation process, click on the ‘Create Workflow’ button located at the top right corner. This will prompt a dialog box where you can name your workflow.

• Name the workflow as ‘Create Zendesk User on Contact Form 7 Submission’.
• Select the appropriate folder for your workflow.

Once you’ve named your workflow and selected a folder, click the ‘Create’ button. You will now see two sections: Trigger and Action, which are essential for setting up your automation.

3. Setting Up the Trigger in Pabbly Connect

For the trigger application, choose Pabbly Connect and select ‘Contact Form 7’ as the trigger event. Specifically, you will select ‘New Form Submission’. This allows Pabbly Connect to capture details every time a new submission is made through your Contact Form 7.

Upon selecting the trigger, Pabbly Connect will provide you with a unique Webhook URL. Copy this URL as it will be used to connect your Contact Form 7 with Pabbly Connect.

• Paste the Webhook URL in your Contact Form 7 settings under the Webhook integration option.
• Save the changes to ensure the connection is established.

After saving, you can proceed to test the connection by submitting a test form entry. This will confirm that the integration is functioning correctly.

4. Setting Up the Action in Pabbly Connect

Once the trigger is set, it’s time to configure the action. Select Pabbly Connect and choose ‘Zendesk’ as the action application. For the action event, select ‘Create User’. This step allows you to create a new user in Zendesk based on the data captured from the Contact Form 7 submission.

Click on the ‘Connect’ button to establish a connection with Zendesk. You will be prompted to enter your Zendesk subdomain, username, and API token. This information is crucial for Pabbly Connect to communicate with your Zendesk account.

Enter your Zendesk subdomain from the URL. Input your Zendesk username in the format: email/token. Generate and enter the API token from your Zendesk account settings.

After entering the required details, click ‘Save’. This will successfully link your Zendesk account with Pabbly Connect.

5. Mapping Data for User Creation in Zendesk

With the action set up, it’s time to map the data captured from the form submission to the fields required for user creation in Zendesk. Using Pabbly Connect, you can dynamically insert data from the previous trigger step.

Select the fields such as first name, last name, and email from the captured data and map them to the corresponding fields in Zendesk. This ensures that every new submission creates a user with accurate details.

Map the first name and last name from the previous response. Include the email address and any other relevant details you want to capture.

Finally, click the ‘Test Request’ button to ensure that a new user is created in your Zendesk account. After refreshing your Zendesk customer page, you should see the newly created user reflecting the details from your Contact Form 7 submission.

Conclusion

In this tutorial, we successfully demonstrated how to create a Zendesk user from Contact Form 7 submissions using Pabbly Connect. This automation not only saves time but also ensures efficient management of leads and customer inquiries.

By following the detailed steps outlined, you can streamline your lead management process and enhance communication with potential clients. Leverage the power of Pabbly Connect to automate your workflows effectively.