Learn how to integrate Jotform with Zendesk using Pabbly Connect to automate user creation upon form submission. Follow our step-by-step tutorial! 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. Access Pabbly Connect for Integration
To start integrating Jotform with Zendesk, you first need to access Pabbly Connect. This platform allows you to automate tasks between different applications seamlessly. Simply navigate to the Pabbly Connect homepage by entering the URL in your browser.
If you’re a new user, click on ‘Sign Up Free’ to create an account. Existing users can click on ‘Sign In’ to access their dashboard. Once logged in, you’ll see the applications available for integration.
2. Create a Workflow in Pabbly Connect
After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear asking for a name for your workflow.
- Name your workflow as ‘Create Zendesk User on Jotform Submission’.
- Select a folder for organizing your workflows, such as ‘Automations’.
Once you’ve named your workflow and selected a folder, click on the ‘Create’ button to proceed. This will bring you to the workflow setup where you can define triggers and actions.
3. Set Up Trigger with Jotform
In the workflow setup, the first step is to configure the trigger. Here, select Jotform as your trigger application. Choose the event as ‘New Response’, which indicates that a new form submission will trigger the workflow.
Upon selecting the trigger, Pabbly Connect will generate a webhook URL. This URL is crucial as it will connect Jotform with your Pabbly Connect workflow. Copy this webhook URL for the next step.
4. Connect Jotform to Pabbly Connect
Now, navigate to your Jotform account and open the form you want to integrate. In the form builder, go to the ‘Settings’ tab and select ‘Integrations’. Here, find and click on the ‘Webhooks’ option. using Pabbly Connect
- Edit the existing webhook integration or add a new one.
- Paste the copied webhook URL from Pabbly Connect.
- Finish the integration by clicking on ‘Complete Integration’ and then ‘Publish’.
Once the integration is published, Pabbly Connect will be ready to receive data from Jotform whenever a new submission is made.
5. Set Up Action with Zendesk
The final step involves configuring the action in your workflow. Select Zendesk as your action application and choose the event ‘Create User’. This action will automatically create a new user in your Zendesk account when a new form submission is received.
To connect Zendesk with Pabbly Connect, enter your Zendesk username, API token, and subdomain. This information is necessary to authenticate the connection. After entering the required details, click on ‘Save’.
Conclusion
By following these steps, you can successfully automate the process of creating a Zendesk user upon receiving a Jotform submission using Pabbly Connect. This integration streamlines your customer support process, ensuring no inquiries are missed and responses are prompt. Start using Pabbly Connect today to enhance your workflow!
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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