How to Create SendFox Contact and Zoho Desk Ticket Using Pabbly Connect

Learn to automate creating SendFox contacts and Zoho Desk tickets from webhook responses using Pabbly Connect with this step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To automate creating SendFox contacts and Zoho Desk tickets, you need to set up Pabbly Connect. Begin by signing up for a free account, which allows you to create automation workflows.

After logging into Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Webhook to Zoho Desk to SendFox’. Select a folder for your workflow and click ‘Create’. This action opens a new workflow with two windows: the trigger and action windows.

2. Configuring the Webhook Trigger in Pabbly Connect

In the trigger window of Pabbly Connect, select the ‘Webhook’ option. From the trigger event dropdown, choose ‘Catch Webhook’. This generates a unique webhook URL that you will use in your form application.

• Copy the webhook URL provided by Pabbly Connect.
• Paste the URL into the integration settings of your form application (e.g., P Form Builder).
• Save the changes to activate the webhook.

After saving, Pabbly Connect will indicate that it is waiting for a webhook response. You can test this by submitting a dummy form with user details, which will trigger the webhook.

3. Creating a Contact in Zoho Desk via Pabbly Connect

Once you have received the webhook response, the next step is to create a contact in Zoho Desk. In the action window, search for ‘Zoho Desk’ and select it. Choose the action event ‘Create Contact’ and click ‘Connect’. using Pabbly Connect

When prompted for the Zoho domain, log into your Zoho account to find it in the URL. For example, if your URL is ‘zoho.in’, enter that in the connection setup. After connecting, you will need to map the fields from the webhook response to the Zoho Desk contact fields, such as first name, last name, email, and phone number.

4. Creating a Zoho Desk Ticket Using Pabbly Connect

After successfully creating a contact, the next step is to create a ticket in Zoho Desk. Add another action step in Pabbly Connect and select ‘Zoho Desk’ once more. This time choose the action event ‘Create New Ticket’.

• Use the existing Zoho Desk connection that you created earlier.
• Map the ticket subject and description fields using the data from the webhook response.
• Select the appropriate organization and department in Zoho Desk.

After mapping all necessary fields, save and send a test request. Check your Zoho Desk account to confirm that the ticket has been created successfully.

5. Adding Contact to SendFox via Pabbly Connect

Finally, you will add the same user as a contact in SendFox. In the action window, search for ‘SendFox’ and select it. Choose the action event ‘Add Contact to List’ and connect your SendFox account using the API token. using Pabbly Connect

Map the contact details from the webhook response to the corresponding fields in SendFox, such as first name, last name, and email. After completing the mapping, click ‘Save and Send Test Request’. Verify in your SendFox account that the contact has been added successfully.

Conclusion

This tutorial demonstrated how to automate the process of creating SendFox contacts and Zoho Desk tickets using Pabbly Connect. By setting up webhooks and mapping the necessary fields, you can streamline your customer interactions efficiently.