Google Sheets Zendesk Sell Integration Using Pabbly Connect

Learn how to integrate Google Sheets with Zendesk Sell using Pabbly Connect. Follow this step-by-step tutorial to automate lead creation effortlessly. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Google Sheets and Zendesk Sell Integration

To begin the integration process using Pabbly Connect, first, type ‘Pabbly.com’ into your browser. Once on the website, hover over the products section and select ‘Connect’ to access the integration platform.

After signing in or creating a free account, you can start using Pabbly Connect to automate your workflows. This platform allows you to easily connect Google Sheets with Zendesk Sell, enabling seamless data transfer without any coding skills required.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. A dialog box will prompt you to name your workflow; for this integration, you can name it ‘Google Sheets to Zendesk Sell’. Click on ‘Create’ to proceed.

This will open the trigger window where you need to choose the app. Select ‘Google Sheets’ as your app and ‘New Spreadsheet Row’ as the trigger event. This setup will allow Pabbly Connect to monitor your Google Sheets for new entries.

3. Setting Up Google Sheets for Integration

Navigate to your Google Sheets and create a sheet titled ‘Google Sheets to Zendesk Sell’. Ensure your columns are labeled with fields such as first name, last name, email, and organization. These fields will be used to create leads in Zendesk Sell via Pabbly Connect.

Once your sheet is ready, fill in a test row with data. After entering the details, go to the ‘Add-ons’ menu in Google Sheets, select Pabbly Connect Webhooks, and click on ‘Initial Setup’.

• Copy the webhook URL provided by Pabbly Connect and paste it into the Webhook URL field.
• Set the trigger column to the last filled column of your data, which is typically the last column with data entries.

Once this is set, click on ‘Capture Webhook Response’ in Pabbly Connect and then send a test entry from Google Sheets to ensure data is captured correctly.

4. Integrating Zendesk Sell with Pabbly Connect

After successfully capturing the test data in Pabbly Connect, you need to set up the action for Zendesk Sell. Click on the plus button to add an action and select ‘Zendesk Sell’ as the app, choosing ‘Create Lead’ as the action event.

You will need to connect your Zendesk Sell account with Pabbly Connect. Click on ‘Connect with Zendesk Sell’ and authorize the connection. This ensures that your data is securely transferred and managed.

• Map the fields from the captured data to the corresponding fields in Zendesk Sell, such as first name, last name, email, and organization.
• Once all fields are mapped, click on ‘Save and Send Test Request’ to create a lead in Zendesk Sell.

Check your Zendesk Sell account to confirm that the lead has been successfully created, demonstrating the integration’s effectiveness through Pabbly Connect.

5. Testing the Integration Between Google Sheets and Zendesk Sell

To finalize the integration, make another entry in your Google Sheet. Ensure you fill in all the required fields, then go back to the ‘Add-ons’ menu, select Pabbly Connect Webhooks, and click on ‘Send on Event’. This will trigger the webhook to send the new data to Pabbly Connect.

Return to your Zendesk Sell account and search for the newly created lead to verify that the integration is functioning correctly. You should see the new lead appear, confirming that any data entered in Google Sheets is reflected in Zendesk Sell.

This setup allows for continuous data flow between Google Sheets and Zendesk Sell, making it easier to manage leads without manual entry, thanks to Pabbly Connect.

Conclusion

Integrating Google Sheets with Zendesk Sell using Pabbly Connect streamlines your lead management process. This tutorial demonstrates how to automate lead creation effortlessly, enhancing your productivity.