Automate Zendesk User Creation from Zoho Forms Submission Using Pabbly Connect

Learn how to automate Zendesk user creation from Zoho Forms submissions using Pabbly Connect. Step-by-step guide for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating the process of creating a Zendesk user from a Zoho Forms submission, first access Pabbly Connect. Open your browser and navigate to the Pabbly Connect homepage by typing in the URL: Pabbly.com/connect.

Once there, you will see options to either sign in or sign up for free. If you are a new user, click on the ‘Sign Up for Free’ button. This will allow you to create an account in just a couple of minutes, and you will receive 100 free tasks every month to test your automations.

2. Creating a New Workflow in Pabbly Connect

After signing into your account, you will be directed to the dashboard of Pabbly Connect. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. A dialog box will prompt you to name your workflow; enter a relevant name such as ‘Zoho Forms to Zendesk User Creation’.

• Select the appropriate folder for your workflow.
• Click on the ‘Create’ button to proceed.

Once created, you’ll see the workflow interface, which consists of two main sections: Trigger and Action. The Trigger determines what starts the workflow, while the Action defines what happens after the trigger. In this case, the trigger will be a new submission in Zoho Forms.

3. Setting Up the Zoho Forms Trigger

To set up the trigger, select Zoho Forms as your trigger application. Next, choose the trigger event as ‘New Form Submitted’. This event signifies that whenever a new form submission occurs, it will initiate the workflow in Pabbly Connect.

After selecting the trigger event, you will be provided with a webhook URL. This URL is crucial as it will connect Zoho Forms to Pabbly Connect. Copy this webhook URL and head over to your Zoho Forms dashboard.

• Open the specific form you want to connect.
• Navigate to the ‘Integrations’ tab and select ‘Webhooks’.
• Paste the copied webhook URL into the Webhook URL field.

Ensure the content type is set to ‘application/json’ and then save your changes. This configuration completes the connection between Zoho Forms and Pabbly Connect.

4. Connecting Zendesk as the Action in Pabbly Connect

Now that the trigger is set, it’s time to define the action. Select Zendesk as the action application and choose the action event as ‘Create User’. This step will allow you to automatically add users to your Zendesk account based on the form submissions.

Click on ‘Connect’ to establish the connection. You will need to enter your Zendesk username, API token, and subdomain. To find your subdomain, check the URL of your Zendesk account, which is the part before ‘.zendesk.com’.

Enter your Zendesk username in the format: ‘[email protected]/token’. Generate an API token from your Zendesk account settings.

Once you have filled in these details, click ‘Save’ to establish the connection. This action will ensure that every new form submission creates a user in your Zendesk account.

5. Mapping Fields and Testing the Automation

With both connections established, it’s time to map the fields from the Zoho Forms submission to the Zendesk user creation fields. You will see options to map the first name, last name, email, phone number, and other relevant details from the form submission.

Ensure that all fields are mapped correctly to automate the process efficiently. Once you have completed the mapping, click on the ‘Save and Send Test Request’ button to verify that the integration works as intended.

Submit a test form in Zoho Forms to generate a response. Check your Zendesk account to confirm that the user has been created.

If everything is set up correctly, you should see the new user appearing in your Zendesk account immediately after the form submission. This confirms that the integration between Pabbly Connect, Zoho Forms, and Zendesk is functioning seamlessly.

Conclusion

Automating the process of creating Zendesk users from Zoho Forms submissions using Pabbly Connect simplifies customer support management. By following these steps, you can ensure that every inquiry is promptly addressed without manual input, enhancing efficiency and accuracy in your workflow.