Integrate Jotform with Zendesk Sell Using Pabbly Connect: A Step-by-Step Guide

Learn how to instantly create Zendesk Sell leads from new Jotform responses using Pabbly Connect in this detailed tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Jotform and Zendesk Integration

To start the integration process between Jotform and Zendesk Sell, you first need to access Pabbly Connect. Open your browser and type in ‘Pabbly.com’. Once on the website, hover over the ‘Products’ tab and select ‘Connect’. After that, click on ‘Sign In’ to access your account.

If you do not have an account, you can create one for free, which allows you to explore the integration capabilities of Pabbly Connect. Once logged in, you can begin setting up your workflow.

2. Creating a New Workflow in Pabbly Connect

After signing into Pabbly Connect, you will see a dashboard. Click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear, prompting you to name your workflow. You can name it ‘Jotform to Zendesk Sell’.

• Select ‘Jotform’ as the trigger app.
• Set the trigger event to ‘New Response’.
• Click on ‘Save’ to proceed.

Now, you have successfully created a new workflow in Pabbly Connect. This workflow will capture new responses from Jotform.

3. Integrating Jotform with Pabbly Connect

Next, you need to integrate Jotform with Pabbly Connect. Go to your Jotform account and select the form you want to use. Navigate to ‘Settings’ and then to ‘Integrations’. Here, select ‘Webhooks’ to add a new webhook.

• Copy the webhook URL provided by Pabbly Connect.
• Paste this URL into the webhook settings in Jotform.
• Click on ‘Complete Integration’ and then ‘Publish’.

This integration allows Pabbly Connect to capture data from Jotform whenever a new response is submitted.

4. Capturing Data in Pabbly Connect

To ensure that Pabbly Connect captures the data from Jotform, click on the ‘Capture Webhook Response’ button. This will put Pabbly Connect in a waiting state for data. Now, go to your Jotform and fill out the form to submit a new response.

Once you submit the form, return to Pabbly Connect to check if it has captured the data. You should see the details of the response, including the first name, last name, organization, and any other relevant information.

5. Creating a Lead in Zendesk Sell

After capturing the data, you will now set up the action to create a lead in Zendesk Sell. Click on the plus button in Pabbly Connect to add an action app. Choose ‘Zendesk Sell’ and set the action event to ‘Create Lead’.

Connect to your Zendesk Sell account by authorizing Pabbly Connect. Map the fields from Jotform to Zendesk Sell, ensuring all necessary details are included. Click on ‘Save and Send Test Request’ to create the lead.

Check your Zendesk Sell account to confirm that the lead has been created successfully. This shows that the integration between Jotform and Zendesk Sell via Pabbly Connect is working perfectly.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Jotform with Zendesk Sell, allowing for seamless lead creation from new Jotform responses. By following the steps outlined, you can automate your workflows effectively and enhance your sales processes.