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

Learn how to automate creating SendFox contacts and Zoho Desk tickets using Pabbly Connect with webhooks. Follow this detailed tutorial for step-by-step instructions. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To begin, access Pabbly Connect, which is the automation platform we will use for integrating Zoho Desk and SendFox. Start by signing up for a free account if you haven’t done so already. Once logged in, navigate to the dashboard where you can create a new workflow.

Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Webhook to Zoho Desk and SendFox.’ After selecting your desired folder, click on ‘Create’ to proceed. This sets up the framework for our automation, connecting all required applications through Pabbly Connect.

2. Creating a Webhook in Pabbly Connect

The next step involves setting up the webhook URL that will capture responses from your form submissions. In the trigger section of Pabbly Connect, select ‘Webhook’ and then choose the event ‘Catch Webhook’ from the dropdown menu. This generates a unique webhook URL.

• Copy the generated webhook URL.
• Paste it into your form application, like P Form Builder, under the integration section.
• Click ‘Save’ to finalize the integration of the webhook.

Once saved, Pabbly Connect will indicate it’s waiting for a webhook response. This means it is ready to capture data from your form submissions.

3. Testing the Webhook Response

After setting up the webhook, it’s time to test it by submitting a dummy form. Enter sample data such as a name, email, and query details. For instance, you could use ‘Demo User’ as the name and describe an issue with ‘Google Sheets integration.’ Submit the form to trigger the webhook.

Upon submission, Pabbly Connect should receive the form data almost instantly. This data includes the user’s details and the query, which will be used to create a ticket in Zoho Desk and a contact in SendFox. Check the Pabbly Connect dashboard for the captured response.

4. Creating a Contact in Zoho Desk Using Pabbly Connect

Now that we have the webhook response, we can create a contact in Zoho Desk. In the action step of Pabbly Connect, select ‘Zoho Desk’ and choose the action event ‘Create Contact.’ Connect your Zoho Desk account by entering your domain when prompted.

• Map the required fields such as first name, last name, email, and phone number using the data from the webhook response.
• Leave optional fields blank if no data is available.
• Click ‘Save and Send Test Request’ to create the contact.

After executing these steps, Pabbly Connect will confirm the successful creation of the contact in your Zoho Desk account.

5. Creating a Ticket in Zoho Desk

Following the contact creation, the next step is to create a ticket in Zoho Desk for the same user. In the action step of Pabbly Connect, again select ‘Zoho Desk’ but this time choose the action event ‘Create New Ticket.’ You can reuse the previous connection established with Zoho Desk.

Map the ticket fields using the data captured from the webhook response. Include details such as the subject, email, and description. Set the priority and category as needed, then click ‘Save and Send Test Request’ to create the ticket.

Once the ticket is created, verify in your Zoho Desk account that it reflects the information you provided in the form submission. This confirms that the automation via Pabbly Connect is functioning correctly.

6. Adding the Contact to SendFox

The final step is to add the same user as a contact in SendFox. In the last action step of Pabbly Connect, select ‘SendFox’ and choose the action event ‘Add Contact to List.’ Connect your SendFox account by entering the API token.

Map the required fields such as first name, last name, and email from the webhook response. After mapping, click ‘Save and Send Test Request’ to add the contact to your SendFox list. Check your SendFox account to ensure the contact has been successfully added.

Conclusion

In this tutorial, we demonstrated how to automate the process of creating SendFox contacts and Zoho Desk tickets using Pabbly Connect. By setting up webhooks and mapping data, you can efficiently manage customer interactions and support requests.

With Pabbly Connect, you can streamline your workflow and ensure that all necessary data is captured and utilized effectively, enhancing your customer service capabilities.