How to Create a Zendesk User on FlexiFunnels Purchase Using Pabbly Connect

Learn how to automate user creation in Zendesk from FlexiFunnels purchases using Pabbly Connect. Step-by-step guide for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Zendesk user automatically for every new purchase in FlexiFunnels, you will first need to access Pabbly Connect. This powerful automation tool allows seamless integration between FlexiFunnels and Zendesk. Start by navigating to the Pabbly Connect website by typing Pabbly.com/connect in your browser.

Once you are on the Pabbly Connect page, you will need to sign in to your account. Choose the ‘Sign In’ option if you are an existing user, or click on ‘Sign Up for Free’ to create a new account. Signing up provides you with 100 free tasks monthly, allowing you to explore the automation capabilities of Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

After signing into your Pabbly Connect account, you will be directed to the dashboard. Here, you can manage your workflows. To create a new workflow, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; enter ‘Create Zendesk User on FlexiFunnels Purchase’ and select the appropriate folder for organization.

• Click on the ‘Create’ button.
• You will see two boxes: Trigger and Action.
• Choose FlexiFunnels as the Trigger application.

In the Trigger event dropdown, select ‘New Purchase’. This setup ensures that every time a purchase is made in FlexiFunnels, it triggers the workflow in Pabbly Connect, setting the stage for user creation in Zendesk.

3. Connecting FlexiFunnels to Pabbly Connect

Next, you will need to establish a connection between FlexiFunnels and Pabbly Connect. To do this, a webhook URL will be provided to you. This URL acts as a bridge for data transfer. Copy the webhook URL and navigate to your FlexiFunnels account.

In FlexiFunnels, go to the product settings where you want to set the rules for purchases. Click on ‘Set Rules’, then select ‘Add Set Rules’. Choose the option for all pricing options and paste the copied webhook URL into the designated field. After naming the webhook, save the changes. This action will link FlexiFunnels to Pabbly Connect, allowing it to capture purchase data.

4. Creating a Zendesk User as an Action

After setting up the trigger, it’s time to define the action. In your Pabbly Connect workflow, select Zendesk as the Action application. Choose ‘Create User’ as the action event. To establish this connection, you will need to enter your Zendesk username, API token, and subdomain.

• Log into your Zendesk account and navigate to Admin Center.
• Enable the API token and copy it.
• Enter the username and subdomain in the required format.

Once you have entered all the necessary details, click on ‘Save’ to establish the connection. This step ensures that every new purchase in FlexiFunnels will automatically create a user in Zendesk through Pabbly Connect.

5. Mapping Data for User Creation

With the connection established, the next step is to map the data from FlexiFunnels to Zendesk user fields. In the user creation form within Pabbly Connect, you will see fields for name, email, and other details. Instead of manually entering these details, use the mapping feature.

Click on the name field and select the corresponding response from FlexiFunnels, such as the first name and last name of the user. Continue mapping other fields like email and phone number from the purchase data received. This dynamic mapping ensures that every new user created in Zendesk reflects the latest purchase details from FlexiFunnels.

Conclusion

In this tutorial, we explored how to create a Zendesk user automatically whenever a new purchase is made in FlexiFunnels using Pabbly Connect. By following these steps, you can streamline your customer service process and enhance user management efficiency. Automating this workflow not only saves time but also ensures accuracy in user data.