Integrating Zendesk with Tally Forms Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate the creation of Zendesk users from Tally Forms submissions using Pabbly Connect. Follow our detailed tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process of creating Zendesk users from Tally Forms submissions, first, access Pabbly Connect. This platform is essential for automating workflows between different applications.

Log into your Pabbly Connect account. If you are a new user, you can sign up for free and get started with 100 free tasks every month. Once logged in, you will see all the available applications, including Pabbly Connect, which you will select to begin the integration.

2. Creating a Workflow in Pabbly Connect

The next step involves creating a workflow within Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will prompt you to name your workflow.

For this integration, name your workflow ‘Create Zendesk User on Tally Forms Submission’ and choose a folder for organization. After naming the workflow and selecting the appropriate folder, click the ‘Create’ button to proceed. You will see two windows labeled ‘Trigger’ and ‘Action’.

• Click ‘Create Workflow’.
• Name your workflow appropriately.
• Select a folder for organization.
• Click ‘Create’ to finalize.

This setup lays the foundation for the automation process between Tally Forms and Zendesk using Pabbly Connect.

3. Setting Up the Trigger in Pabbly Connect

To automate user creation in Zendesk, we need to set up the trigger in Pabbly Connect. For the trigger application, select ‘Tally’ and the trigger event as ‘New Response’. This will allow Pabbly Connect to capture new submissions from your Tally Forms.

After selecting the trigger application and event, Pabbly Connect will generate a unique webhook URL. Copy this URL as it is essential for connecting Tally Forms to Pabbly Connect.

• Select ‘Tally’ as the trigger application.
• Choose ‘New Response’ as the trigger event.
• Copy the generated webhook URL.

This setup ensures that every time a new form is submitted, Pabbly Connect will capture the response for further processing.

4. Connecting Tally Forms to Pabbly Connect

Next, navigate to your Tally account to connect your form with Pabbly Connect. Open the form you created and click on the settings button. From the settings panel, go to the ‘Integrations’ section and find the ‘Webhook’ option.

Click on the ‘Connect’ button and paste the webhook URL you copied earlier into the designated field. After pasting, click the ‘Connect’ button again to finalize the setup. This action links your Tally Forms submissions directly to Pabbly Connect.

Open your Tally form settings. Navigate to ‘Integrations’ and select ‘Webhook’. Paste the copied webhook URL and click ‘Connect’.

Now your Tally form is successfully connected to Pabbly Connect, ready to send data upon submission.

5. Setting Up the Action in Pabbly Connect

The final step involves setting up the action in Pabbly Connect. For the action application, select ‘Zendesk’ and choose the action event ‘Create User’. This allows Pabbly Connect to create a new user in your Zendesk account whenever a new form submission occurs.

After selecting the action application, you will need to connect your Zendesk account by entering your username and API token. Ensure you have the necessary credentials from your Zendesk account. After entering the required details, click on ‘Save’ to establish the connection.

Select ‘Zendesk’ as the action application. Choose ‘Create User’ as the action event. Enter your Zendesk username and API token.

With this action set up, every new submission from Tally Forms will automatically create a user in Zendesk, streamlining your workflow through Pabbly Connect.

Conclusion

In summary, integrating Zendesk with Tally Forms using Pabbly Connect allows for seamless automation of user creation. By following the steps outlined in this tutorial, you can enhance your workflow efficiency and reduce manual data entry.

Utilizing Pabbly Connect for this integration not only saves time but also minimizes errors, ensuring a smooth customer experience. Start automating your processes today!