How to Create Zendesk User on Tally Forms Submission Using Pabbly Connect

Learn how to automate user creation in Zendesk from Tally Forms submissions using Pabbly Connect. Step-by-step tutorial with detailed instructions. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

Introduction to Pabbly Connect for Tally Forms and Zendesk Integration

In this tutorial, we will explore how to use Pabbly Connect to automate the creation of a Zendesk user upon Tally Forms submission. This integration streamlines the process of capturing lead inquiries and managing them in Zendesk. By automating the workflow, we can save time and reduce manual errors.

To get started, you will need access to Pabbly Connect and both Tally Forms and Zendesk accounts. This automation enables you to create a new user in Zendesk every time a lead submits their information through Tally Forms.

Setting Up Pabbly Connect for Tally Forms

First, log into your Pabbly Connect account. If you are new, you can sign up for free and get 100 tasks every month. After logging in, click on the ‘Access Now’ button for Pabbly Connect to enter the dashboard.

Next, create a new workflow by clicking on the ‘Create Workflow’ button at the top right corner. You will be prompted to name your workflow. Enter a suitable name like ‘Create Zendesk User on Tally Forms Submission’ and select a folder to save your workflow. Click the ‘Create’ button to proceed.

Configuring the Trigger Application: Tally Forms

In this step, we will set up the trigger application in Pabbly Connect. Select Tally as the trigger application and choose the ‘New Response’ event as the trigger. This will allow Pabbly Connect to capture data every time a form is submitted.

After selecting Tally and the trigger event, Pabbly Connect will provide a webhook URL. Copy this URL to connect Tally Forms with Pabbly Connect. Now, go to your Tally Forms account, access the settings of your form, and navigate to the Integrations section. Paste the webhook URL in the appropriate field.

• Click on the ‘Connect’ button after pasting the URL.
• Perform a test submission to ensure the connection is successful.

Once you complete these steps, return to Pabbly Connect to check if the webhook response has been captured. If successful, you will see the data from your test submission displayed in Pabbly Connect.

Setting Up the Action Application: Zendesk

Now that the trigger is set, we will configure the action application in Pabbly Connect. Choose Zendesk as the action application and select the ‘Create User’ event. Click the ‘Connect’ button to establish a connection between Pabbly Connect and Zendesk.

You will need to enter your Zendesk account username and API token. To obtain the API token, log into your Zendesk account, navigate to the Admin Center, and follow the steps to create a new API token. Copy this token and paste it into Pabbly Connect.

• Enter your Zendesk subdomain, which is found in your Zendesk account URL.
• Map the required fields such as name, email, and company name from the previous Tally Forms submission.

After mapping the fields, click on the ‘Save and Send Test Request’ button to create the user in Zendesk. Check your Zendesk account to confirm that the new user has been added successfully.

Conclusion

In this tutorial, we demonstrated how to automate the creation of a Zendesk user from Tally Forms submissions using Pabbly Connect. This integration saves time and improves efficiency by eliminating manual data entry. By following the steps outlined, you can easily set up this automation for your own business needs.