Automate Zendesk User Creation with Typeform Submissions Using Pabbly Connect

Learn how to automate Zendesk user creation from Typeform submissions using Pabbly Connect in this step-by-step tutorial. 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 create a Zendesk user on Typeform submission, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account.

If you are a new user, you can sign up for free, which gives you access to 100 tasks per month. Once logged in, navigate to the Pabbly Connect dashboard to begin creating your workflow.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow something like ‘Create Zendesk User on Typeform Submission’ and select the appropriate folder to save it in. using Pabbly Connect

• Click on ‘Create’ to proceed.
• This opens the workflow window where you will set up your trigger and actions.

Remember, the trigger is the event that starts the workflow, and actions are the responses to that trigger. In this case, the trigger will be a new entry in Typeform.

3. Setting Up the Trigger for Typeform

Select Typeform as your trigger application in Pabbly Connect. You will need to choose the trigger event, which is ‘New Entry’. This means that whenever someone submits a Typeform, the workflow will trigger. using Pabbly Connect

Next, click on ‘Connect’ and choose to add a new connection. You will need to authorize Pabbly Connect to access your Typeform account by clicking on ‘Connect with Typeform’. Accept the permissions requested.

• Select the specific form you want to use for this integration.
• Click on ‘Send Test Request’ to capture the response from the form.

This test submission will help you ensure that Pabbly Connect is receiving the data correctly from Typeform.

4. Creating a Zendesk User from Typeform Data

After successfully setting up the trigger, it’s time to set the action. Select Zendesk as your action application and choose the action event ‘Create User’. Click on ‘Connect’ to establish a connection with your Zendesk account. using Pabbly Connect

Enter your Zendesk username, API token, and subdomain in the respective fields. Make sure to format your username correctly by adding ‘/token’ to your email address.

Retrieve your API token from the Zendesk Admin Center. Copy your subdomain from the URL of your Zendesk account.

Once all the details are entered, click ‘Save’ to connect your Zendesk account to Pabbly Connect.

5. Mapping Data from Typeform to Zendesk

In this step, you need to map the data received from the Typeform submission to create a new user in Zendesk. This involves filling in the required fields such as name, email, and phone number.

Instead of manually entering this data, utilize the mapping feature in Pabbly Connect. This allows you to dynamically insert the data from the previous step into the required fields.

Map the name, email, and phone number fields from the Typeform response. Select the role for the new user, typically as ‘End User’.

After mapping the fields, click on ‘Send Test Request’ to verify that the user is created successfully in Zendesk. You should see a confirmation message if everything is set up correctly.

Conclusion

By following this tutorial, you can automate the process of creating Zendesk users from Typeform submissions using Pabbly Connect. This integration streamlines your workflow, saving you time and effort while ensuring all new submissions are promptly addressed.