Automate Google Forms to Zendesk Integration Using Pabbly Connect

Learn how to automate the integration of Google Forms with Zendesk using Pabbly Connect. Step-by-step guide to streamline your lead management process. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Google Forms and Zendesk Integration

To start automating the process of adding leads from Google Forms to Zendesk automatically, you need to access Pabbly Connect. Begin by typing ‘Pabbly.com/connect’ in your browser’s address bar and hit enter. This will take you to the Pabbly Connect dashboard where you can either sign in or sign up.

Signing up is quick and free, allowing you to receive 100 free tasks every month. Once logged in, you can create a new workflow specifically for integrating Google Forms with Zendesk. This is where Pabbly Connect will facilitate the connection between these two applications seamlessly.

2. Create a New Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create New Workflow’ button and give it a name that reflects its function, such as ‘Google Forms to Zendesk Integration’. This naming helps in organizing your workflows within Pabbly Connect.

Once the workflow is named, you will see two main sections: Trigger and Action. The trigger is where the event starts—in this case, a submission in Google Forms. Select Google Forms as the trigger application and you will be provided with a webhook URL to connect your Google Forms to Pabbly Connect.

3. Set Up Google Forms Webhook for Data Capture

To connect Google Forms with Pabbly Connect, you need to copy the webhook URL provided in the trigger section. Open your Google Form, navigate to the Responses tab, and create a new Google Sheets spreadsheet for the form responses. This spreadsheet will serve as the intermediary for data transfer.

Next, go to the Google Sheets, click on Extensions, and select Pabbly Connect Webhooks. If you haven’t installed this add-on, you can find it in the add-ons section. In the initial setup, paste the copied webhook URL and specify the trigger column, which is the last column of your spreadsheet. Click submit to save your settings.

• Paste the webhook URL in the designated field.
• Set the trigger column to the last data column (e.g., E).
• Click submit to complete the setup.

After saving the setup, fill out your Google Form to send test data. This data will be captured in the Google Sheets and sent to Pabbly Connect automatically.

4. Configure Zendesk Integration in Pabbly Connect

With Google Forms successfully connected, navigate to the action section of your workflow in Pabbly Connect. Select Zendesk as the action application and choose the option to create a new user. This step is crucial as it allows the information gathered from Google Forms to be added as a new contact in Zendesk.

To establish the connection, you will need to input your Zendesk username, password, and subdomain. The subdomain is typically the part of your Zendesk URL before ‘.zendesk.com’. After entering these details, click save to connect your Zendesk account with Pabbly Connect.

• Select ‘Create User’ in the Zendesk action options.
• Fill in your Zendesk credentials accurately.
• Ensure the subdomain is correctly formatted.

Once the connection is established, you can map the fields from Google Sheets to Zendesk, ensuring that the data is transferred correctly.

5. Test and Activate Your Google Forms to Zendesk Integration

After configuring the integration, it’s essential to test the workflow to ensure everything is functioning correctly. Fill out another entry in your Google Form and check if the data appears in Zendesk. This real-time testing validates that Pabbly Connect is effectively managing the integration.

Remember to enable the ‘Send on Event’ feature in your Google Sheets settings. This setting ensures that any new data entered into the spreadsheet is automatically sent to Pabbly Connect and subsequently to Zendesk. Without this feature activated, future entries may not be processed correctly.

Fill out the Google Form again for testing. Check your Zendesk account for new entries. Activate ‘Send on Event’ in Google Sheets.

Once you verify that the integration works seamlessly, you can confidently use this setup to manage leads from Google Forms to Zendesk automatically.

Conclusion

Using Pabbly Connect, you can automate the process of adding leads from Google Forms to Zendesk automatically. This integration streamlines your lead management workflow, ensuring that all form submissions are captured and organized efficiently. By following the steps outlined in this tutorial, you can enhance your customer support processes effectively.