How to Create a Zendesk User on Contact Form 7 Submission Using Pabbly Connect

Learn how to automate user creation in Zendesk from Contact Form 7 submissions using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate the creation of Zendesk users from Contact Form 7 submissions, you need to access Pabbly Connect. Start by navigating to the Pabbly Connect website and signing in to your account. If you’re new, you can sign up for free and get 100 tasks every month.

Once logged in, you will see various applications offered by Pabbly. Click on the ‘Access Now’ button for Pabbly Connect to begin the integration process. This platform will facilitate the connection between Contact Form 7 and Zendesk, making your automation seamless.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner. A dialog box will prompt you to name your workflow and select a folder.

• Name your workflow: ‘Create Zendesk User on Contact Form 7 Submission’.
• Select the folder: Choose the folder where you want to save this workflow.

Once you’ve filled in these details, click on the ‘Create’ button. You will now see two sections: Trigger and Action. This is where you will set up how the automation works, starting with the trigger from Contact Form 7.

3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. Select Contact Form 7 as your trigger application and choose the event ‘New Form Submission’. This means that every time a new form is submitted, it will trigger the automation.

Pabbly Connect will generate a webhook URL. Copy this URL as it will be used to connect Contact Form 7 to Pabbly Connect. Now, go to your Contact Form 7 setup and locate the form you want to connect.

• Navigate to the ‘Webhooks’ option in your Contact Form 7 settings.
• Paste the copied webhook URL into the designated field.

After saving these changes, return to your Pabbly Connect workflow. You should see a message indicating that it’s waiting for a response. This means the connection has been established successfully.

4. Testing the Trigger in Pabbly Connect

To ensure that the integration is functioning, perform a test submission using your Contact Form 7. Fill out the form fields, including first name, last name, phone number, and email, and click the submit button. using Pabbly Connect

Once submitted, go back to your Pabbly Connect workflow. The response from your test submission should be captured in the trigger section. This confirms that Pabbly Connect is successfully receiving data from Contact Form 7.

Check if the first name, last name, phone number, and email are displayed correctly. If the data appears as expected, the trigger setup is complete.

Now that you have the lead information, you can proceed to set up the action step which will create a user in Zendesk.

5. Setting Up the Action in Pabbly Connect

For the action step, select Zendesk as your application and choose the event ‘Create User’. Click on the connect button to establish a connection between Zendesk and Pabbly Connect.

You will need to enter your Zendesk subdomain, username, and API token to complete the connection. The subdomain can be found in your Zendesk URL, and the username should be formatted as your email address followed by ‘/token’.

Generate an API token from your Zendesk account settings. Map the data from the previous step to the fields required for user creation.

After filling in all necessary details, click on ‘Test Request’ to ensure everything is working. If successful, you will see a confirmation that a new user has been created in your Zendesk account, confirming that your automation is complete.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation of Zendesk users from Contact Form 7 submissions. By following these steps, you can streamline your lead management process and enhance your customer communication.

Using Pabbly Connect allows for efficient integration between different applications, making it easier to manage your business workflows.