Integrate Zendesk Users to LeadSquared CRM Automatically with Pabbly Connect

Learn how to automatically add Zendesk users to LeadSquared CRM using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To integrate Zendesk users with LeadSquared CRM automatically, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website at www.Pabbly.com/connect. Once there, click on the ‘Sign In’ button if you are an existing user or select ‘Sign Up for Free’ if you are new.

After signing in, you will arrive at the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button to begin the integration process. This workflow will allow you to set up the automation between Zendesk and LeadSquared.

2. Create a New Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect. Name your workflow something descriptive, like ‘Zendesk to LeadSquared’. This helps you identify the workflow later. Once named, click on the ‘Create’ button to proceed.

Next, you will set up the trigger event. Select ‘Zendesk’ as the application and choose the trigger event as ‘New Ticket Created’. This will ensure that every new ticket created in Zendesk will prompt an action in LeadSquared.

• Select ‘Zendesk’ from the application list.
• Choose ‘New Ticket Created’ as the trigger event.
• Click on ‘Save & Continue’ to proceed.

After saving, Pabbly Connect will provide you with a webhook URL. This URL is crucial as it will be used in your Zendesk account to send data to Pabbly Connect.

3. Configure Zendesk to Send Data to Pabbly Connect

Now you need to configure your Zendesk account to send data to Pabbly Connect. Log in to your Zendesk account and navigate to the Admin settings. From the sidebar, click on ‘Webhooks’ under the ‘Apps and Integrations’ section.

Click on the ‘Create Webhook’ option. Name your webhook (e.g., ‘Pabbly Webhook’) and paste the webhook URL from Pabbly Connect into the endpoint URL field. Ensure you set the request method to ‘POST’ and the request format to ‘JSON’. Click on ‘Test Webhook’ to verify the connection.

• Navigate to Admin > Webhooks in Zendesk.
• Create a new webhook and set the endpoint URL.
• Test the webhook to ensure it functions properly.

After testing, proceed to create a trigger that will notify this webhook whenever a new ticket is created in Zendesk.

4. Map Data to LeadSquared in Pabbly Connect

With Zendesk configured, return to Pabbly Connect to set up the action for LeadSquared. Choose ‘LeadSquared’ as the application and select the action event as ‘Create or Update Lead’. Click on ‘Connect’ and then add a new connection using your LeadSquared API credentials.

To obtain your API credentials, log in to LeadSquared, navigate to Settings > API & Webhooks, and copy your API access key and secret key. Enter these in Pabbly Connect to establish the connection.

Select ‘LeadSquared’ as the application. Enter your API access key and secret key from LeadSquared. Map the fields from Zendesk to LeadSquared.

Once the connection is established, you can map the necessary fields such as first name, last name, and email address from the Zendesk ticket to the corresponding fields in LeadSquared.

5. Test the Integration and Finalize

Finally, it’s time to test the integration. In Pabbly Connect, after mapping the fields, click on ‘Save & Send Test Request’. This will send a test lead to LeadSquared based on the data received from Zendesk.

Check your LeadSquared account to confirm that the lead has been created successfully. If the test is successful, your integration is complete! Now, every time a new user is added in Zendesk, they will automatically appear as leads in LeadSquared.

In case of any issues, revisit the steps to ensure everything is set up correctly. This automation saves time and ensures leads are captured efficiently.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automatically add Zendesk users to LeadSquared CRM as leads. By following these steps, you can streamline your lead management process and ensure that no potential customer is missed.