Creating Support Tickets Automatically with Pabbly Connect: Google Forms to Zoho Desk Integration

Learn how to create support tickets automatically using Pabbly Connect to integrate Google Forms and Zoho Desk. Step-by-step tutorial included. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To create support tickets automatically, you will need to access Pabbly Connect. Start by navigating to the Pabbly Connect website and logging in with your credentials. If you are a new user, you can sign up for free and enjoy 100 tasks every month.

Once logged in, you will find yourself on the applications page. Click on ‘Access Now’ under Pabbly Connect to reach your dashboard. From there, click on the ‘Create Workflow’ button to initiate the automation process.

2. Creating the Workflow in Pabbly Connect

In this step, you will create a workflow that connects Google Forms and Zoho Desk using Pabbly Connect. Name your workflow something descriptive, like ‘Create Support Tickets Automatically Using Google Forms.’ Save this workflow in the appropriate folder for better organization.

• Go to the right corner and click on ‘Create Workflow’.
• Name your workflow and select the folder for saving.
• Click on ‘Create’ to proceed.

After this, you will be directed to the trigger and action setup window. Here, you will define Google Forms as the trigger application and Zoho Desk as the action application. This setup is crucial for automating the ticket creation process based on form submissions.

3. Integrating Google Forms with Pabbly Connect

To start the integration, select Google Forms as your trigger application within Pabbly Connect. The trigger event you need to choose is ‘New Response Received.’ This event will activate every time a new form submission occurs.

Next, establish a connection between Google Forms and Pabbly Connect. You will be provided with a webhook URL, which acts as a bridge for this connection. Copy this URL and go to your Google Form to link it with a Google Sheet.

• In your Google Form, go to the ‘Responses’ tab and click on ‘Link to Sheets’.
• Create a new Google Sheet for storing the responses.
• Use the Pabbly Connect Webhook extension to set up the webhook URL.

Once the setup is complete, make sure to click on ‘Send on Event’ in the Pabbly Connect extension to ensure that every new form submission is recorded in the Google Sheet and sent to Pabbly Connect.

4. Connecting Zoho Desk with Pabbly Connect

After successfully setting up Google Forms, the next step is to connect Zoho Desk as the action application in Pabbly Connect. Search for Zoho Desk in the action application section and select ‘Create New Ticket’ as the action event.

To establish this connection, click on ‘Connect’ and log into your Zoho Desk account. You will need to provide your domain URL for seamless integration. Once connected, you can start mapping the fields from the Google Forms response to the Zoho Desk ticket fields.

Map the subject of the ticket to include customer details. Include the customer’s email and phone number in the ticket. Set the ticket priority and assign it to the appropriate department.

Once all fields are mapped, click on ‘Send Test Request’ to ensure that the ticket is created successfully in Zoho Desk. This step verifies that your integration is working as intended.

5. Conclusion: Successful Automation with Pabbly Connect

In conclusion, using Pabbly Connect to automate the creation of support tickets from Google Forms to Zoho Desk is a straightforward process. By following the steps outlined in this tutorial, you can enhance your customer support workflow significantly.

With this integration, every time a customer submits a feedback form, a ticket will be automatically generated in Zoho Desk, ensuring timely responses and improved customer satisfaction. Utilizing Pabbly Connect allows you to create efficient automations that save time and streamline processes.