Integrating PayKickstart with Zendesk Sell Using Pabbly Connect

Learn how to integrate PayKickstart with Zendesk Sell using Pabbly Connect. Follow our step-by-step tutorial for seamless automation of your sales process. 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. Accessing Pabbly Connect for Integration

To begin integrating PayKickstart with Zendesk Sell, first access Pabbly Connect. Open your browser and type in ‘Pabbly.com’, then press enter. Once on the Pabbly website, hover over the products section and click on ‘Connect’ to access the integration platform.

After clicking on ‘Connect’, sign in to your account or create a free account if you haven’t already. Pabbly Connect allows you to try this integration for free, which is a great opportunity to set up automation without any coding skills required.

2. Creating a Workflow in Pabbly Connect

Next, you’ll want to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will pop up, prompting you to name your workflow. Enter a name like ‘PayKickstart to Zendesk’ and click ‘Create’ to proceed.

• Select PayKickstart as the app for the trigger event.
• Set the trigger event to ‘Transaction Sales’ to capture new sales.
• This will initiate the workflow whenever a new transaction occurs.

After setting the trigger, proceed to configure the webhook URL in PayKickstart to connect it with Pabbly Connect. This is crucial for capturing the data when a sale occurs.

3. Setting Up PayKickstart Integration

To set up the integration, navigate to your PayKickstart dashboard and go to the product you want to integrate. Click on ‘Edit’ and scroll down to find the ‘Integrations’ section. Here, you will see an option to add an IPN URL. This is where you will paste the webhook URL provided by Pabbly Connect.

Once the webhook URL is pasted, select the event type as ‘Transaction Sales’ and click ‘Save’. This ensures that any new sales in PayKickstart are sent to Pabbly Connect, which will then pass the data to Zendesk Sell.

4. Creating a Lead in Zendesk Sell

Now that PayKickstart is connected to Pabbly Connect, it’s time to create a lead in Zendesk Sell. Click on the plus button in your workflow to add a new action. Choose Zendesk Sell as the app and select ‘Create Lead’ as the action event. This action will create a new lead in Zendesk Sell whenever a sale is made in PayKickstart.

To authorize the connection, click on ‘Connect with Zendesk Sell’ and follow the prompts to authorize Pabbly Connect. After successful authorization, you will map the fields from PayKickstart to Zendesk Sell, such as first name, last name, email, and other relevant details.

5. Testing the Integration

With everything set up, it’s time to test your integration. Go back to PayKickstart and create a dummy sale to see if the lead appears in Zendesk Sell. Fill out the necessary details and complete the purchase. Once the sale is made, return to Pabbly Connect and check if the data has been captured successfully.

If the integration works correctly, you should see the new lead in Zendesk Sell with all the details filled in. This confirms that your integration between PayKickstart and Zendesk Sell is functioning perfectly through Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to integrate PayKickstart with Zendesk Sell using Pabbly Connect. This integration allows you to automate the creation of leads in Zendesk Sell whenever a new sale occurs in PayKickstart, streamlining your sales process effectively.