Automatically Add New VBOUT Subscribers to Zendesk Sell as Leads Using Pabbly Connect

Learn how to automatically add new VBOUT subscribers to Zendesk Sell as leads using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. 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. Access Pabbly Connect to Start Integration

To begin the integration process for automatically adding new VBOUT subscribers to Zendesk Sell as leads, first, access Pabbly Connect. Open your internet browser and type in the URL Pabbly.com/connect. Here, you can either sign up for a new account or sign in to your existing account.

Once logged in, navigate to the dashboard of Pabbly Connect. Click on the ‘Create Workflow’ button to initiate a new workflow for this integration. Name your workflow something relevant, such as ‘Add VBOUT Subscribers to Zendesk as New Leads’ and click on ‘Create’ to proceed.

2. Connect VBOUT to Pabbly Connect Using Webhook

In this step, you will connect VBOUT to Pabbly Connect using a webhook URL. Click on the trigger section in your workflow and select VBOUT as the application. Next, choose the trigger event as ‘New User Joins to a List’. This action will generate a webhook URL that you will use to connect to VBOUT.

Now, go to your VBOUT account and navigate to the Automation section. Create a new automation by dragging the ‘Joined’ module into your workspace. Double-click this module to set the trigger criteria. Choose the target list in which you want to add contacts, such as the ‘Zendesk’ list, and save your configuration. Follow up by syncing to a third party and pasting the webhook URL from Pabbly Connect into the Post API URL field.

3. Test the Connection Between VBOUT and Pabbly Connect

After configuring the webhook, you need to test the connection. Create a new contact in VBOUT by filling out the required details and adding them to the Zendesk list. When you add a contact, Pabbly Connect will capture this data automatically. Refresh your Pabbly Connect dashboard to see if the data has been received successfully.

• Fill in the contact details in VBOUT.
• Select the ‘Zendesk’ list for the new subscriber.
• Check Pabbly Connect for the captured data.

Once you confirm that the data is captured, you can proceed to the next step. This testing ensures that the integration is working correctly before moving forward with sending data to Zendesk Sell.

4. Add New Leads to Zendesk Sell Using Pabbly Connect

Now that you have tested the connection, it’s time to add the new subscriber as a lead in Zendesk Sell. In your Pabbly Connect workflow, click on the plus icon to add a new action step. Choose Zendesk Sell as the application and select the action event as ‘Create Lead’. Authenticate your Zendesk Sell account to allow Pabbly Connect to create leads on your behalf.

Next, map the data fields from the captured subscriber information to the lead fields in Zendesk. This includes mapping the first name, last name, email, and any other relevant details. After you have filled in all necessary fields, click on ‘Save and Send Test Request’. This action will create a new lead in Zendesk Sell with the details of the subscriber you added in VBOUT.

5. Review and Finalize Your Integration Workflow

After successfully creating a lead in Zendesk Sell, review your entire workflow in Pabbly Connect. Ensure that all steps are correctly configured and that data is flowing seamlessly from VBOUT to Zendesk Sell. This review is crucial for ensuring that your integration runs smoothly without any errors.

Once you are satisfied with the setup, click on ‘Save’ to finalize your workflow. You can now automatically add new VBOUT subscribers to Zendesk Sell as leads without any manual intervention, enhancing your customer relationship management process.

Conclusion

In this tutorial, you learned how to automatically add new VBOUT subscribers to Zendesk Sell as leads using Pabbly Connect. By following these steps, you can streamline your lead management process and improve customer relationships efficiently.