How to Create a Zendesk User on Gravity Forms Submission Using Pabbly Connect

Learn how to automate the creation of Zendesk users from Gravity Forms submissions using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate the creation of Zendesk users from Gravity Forms submissions, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website at Pabbly.com/connect.

If you are a new user, you can sign up for free and receive 100 tasks every month. Existing users can click on the ‘Sign In’ button to access their accounts. Once logged in, click on ‘Access Now’ to enter the Pabbly Connect dashboard.

2. Creating a Workflow in Pabbly Connect

After accessing your dashboard, click on the ‘Create Workflow’ button to begin setting up your automation. You will need to name your workflow; for example, ‘Create Zendesk User on Gravity Forms Submission.’ This name will help you identify the workflow later. using Pabbly Connect

• Select a folder to save your workflow, such as ‘Automations.’
• Click on ‘Create’ to proceed to the workflow editor.

The workflow editor is crucial as it allows you to set the trigger and action steps. In this case, the trigger will be a new submission in Gravity Forms, leading to the action of creating a user in Zendesk.

3. Setting Up the Trigger with Gravity Forms

In the workflow editor, select Gravity Forms as your trigger application. This action ensures that the workflow is activated whenever a new response is received. Choose the trigger event as ‘New Response Received’ to initiate the workflow. using Pabbly Connect

Pabbly Connect will provide you with a webhook URL that you need to copy. This URL will be used to connect Gravity Forms to Pabbly Connect. Navigate to your Gravity Forms account, select the form you want to automate, and access the form settings. Under the Webhooks tab, click on ‘Add New’ and provide a name for the webhook.

• Paste the copied webhook URL into the Request URL field.
• Set the Request Method to POST and the Format to JSON.

Save the settings, and your Gravity Forms are now connected to Pabbly Connect, ready to trigger the workflow upon form submissions.

4. Testing the Webhook Response

To ensure the connection works, you’ll need to perform a test submission on your Gravity Form. Fill in the required fields, such as first name, last name, and email, then submit the form. You should see a confirmation message indicating that the submission was successful. using Pabbly Connect

Once the form is submitted, return to Pabbly Connect to check if the webhook response has been captured. The details from the test submission, including first name, last name, and email, should appear in the Pabbly Connect dashboard, confirming that the trigger is functioning correctly.

After verifying the webhook response, you can proceed to set up the action step to create a user in Zendesk.

5. Creating a User in Zendesk via Pabbly Connect

Now that the trigger is set up, you need to select Zendesk as the action application in Pabbly Connect. Choose the action event as ‘Create User’. If you haven’t connected your Zendesk account yet, you will need to do so by providing your Zendesk username, API token, and subdomain. using Pabbly Connect

To find your API token, navigate to your Zendesk account and go to Admin Center > Apps and Integrations > API. Generate a new API token if necessary, and copy it into Pabbly Connect. Your username should be your email address followed by ‘/token’. For the subdomain, check your Zendesk URL for the relevant part before ‘.zendesk.com’.

Map the fields from the Gravity Forms submission to the corresponding fields in Zendesk. Click on ‘Send Test Request’ to verify that a new user is created successfully.

Upon successful testing, your workflow is complete. Now, every time a new submission is made via Gravity Forms, a new user will be created in Zendesk automatically, streamlining your customer support process.

Conclusion

In this tutorial, we explored how to automate the creation of Zendesk users from Gravity Forms submissions using Pabbly Connect. By following the steps outlined, you can ensure that your customer support team is always ready to respond quickly to new inquiries. This integration not only saves time but also enhances the efficiency of your business operations.