Integrating Gravity Forms with Zendesk Using Pabbly Connect

Learn how to automate user creation in Zendesk from Gravity Forms submissions using Pabbly Connect. Follow this detailed step-by-step guide for seamless integration. 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 Automation

To start integrating Gravity Forms with Zendesk, you first need to access Pabbly Connect. Navigate to the Pabbly Connect landing page by entering ‘Pabbly.com/connect’ in your browser. If you are a new user, click on ‘Sign Up for Free’ to create an account, which allows you to explore 100 tasks for free each month.

As an existing user, click on ‘Sign In’. Once logged in, you will see the dashboard featuring various Pabbly applications. Select Pabbly Connect to begin the process of connecting Gravity Forms and Zendesk, which enables seamless automation without coding.

2. Creating a Workflow in Pabbly Connect

Once you have accessed Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this integration, name it ‘Create Zendesk User on Gravity Forms Submission’ and select the folder where you want to save it.

• Click on ‘Create’ to proceed.
• This opens the workflow window where you will set up triggers and actions.
• Select ‘Gravity Forms’ as the trigger application.

After selecting Gravity Forms, choose the trigger event as ‘New Response’. This event will initiate the workflow whenever a new submission is received. Once selected, Pabbly Connect will generate a Webhook URL, which you will use to connect Gravity Forms with this workflow.

3. Setting Up Gravity Forms to Capture Submissions

Now that you have the Webhook URL from Pabbly Connect, it’s time to configure Gravity Forms. Open your WordPress site and navigate to the Gravity Forms plugin. Select the form you want to automate, and go to the settings.

• In the form settings, click on the ‘Webhooks’ tab.
• Click ‘Add New’ and name your Webhook, for example, ‘New User’.
• Paste the Webhook URL you copied from Pabbly Connect.

For the request method, select ‘POST’ and keep the format as ‘JSON’. After saving the settings, you have successfully created a connection between Gravity Forms and Pabbly Connect. The next step is to perform a test submission to capture the Webhook response.

4. Testing the Integration to Create a Zendesk User

To test the integration, go back to your Gravity Forms and preview the form. Fill in the test data, such as first name, last name, and email address. Once you submit the form, Gravity Forms will send the details to Pabbly Connect, which will capture the response.

After submission, return to Pabbly Connect and check if the response has been captured. You should see the test data displayed in the workflow window. This confirms that the trigger is functioning correctly and that your form submissions are being sent to Pabbly Connect.

5. Creating a User in Zendesk from Gravity Forms Submissions

With the test data captured, the next step is to set up the action in Pabbly Connect. Select ‘Zendesk’ as the action application and choose the action event as ‘Create User’. You will need to connect your Zendesk account to Pabbly Connect by entering your Zendesk username, API token, and subdomain.

Once connected, map the fields from the Gravity Forms submission to the corresponding fields in Zendesk. For instance, map the first name, last name, and email address. After mapping the required fields, click on ‘Send Test Request’ to create a new user in Zendesk.

Upon successful creation, you will receive a confirmation response from Pabbly Connect. Check your Zendesk account to verify that the new user has been added. This automation ensures that every new submission in Gravity Forms automatically creates a user in Zendesk, streamlining your customer support process.

Conclusion

In conclusion, using Pabbly Connect to integrate Gravity Forms with Zendesk allows for seamless automation of user creation. This integration enhances efficiency by automatically adding users to your Zendesk account upon form submissions. Start automating your processes today with Pabbly Connect!