Integrate Cognito Forms and Zendesk Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate user creation in Zendesk for every Cognito Forms submission using Pabbly Connect in this detailed tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To integrate Cognito Forms with Zendesk, you need to access Pabbly Connect. Start by navigating to the Pabbly Connect website in your browser.

On the homepage, you will see options to sign in or sign up. If you are a new user, click on ‘Sign up for free’ to create an account. Existing users can log in directly. This will allow you to access the dashboard where you can create workflows.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this integration, name it ‘Create Zendesk User on Cognito Form Submission’.

• Select a folder for your workflow related to customer support.
• Click ‘Create’ to proceed.

This opens a new screen with two main sections: Trigger and Action. The trigger will be Cognito Forms, and the action will be Zendesk. This setup allows you to automate the creation of users in Zendesk based on form submissions in Cognito.

3. Configuring the Cognito Forms Trigger

In this step, you will set up the trigger for your workflow using Pabbly Connect. Select ‘Cognito Forms’ as your trigger application. Choose ‘New Entry’ as the trigger event, which captures responses when a form is submitted.

After selecting the trigger event, you will receive a webhook URL from Pabbly Connect. This URL needs to be copied and pasted into your Cognito Forms settings to establish a connection.

• Go to your Cognito Forms account and select the form you want to integrate.
• Enable the option to post JSON data to a website and paste the webhook URL.

After saving these settings, return to Pabbly Connect, where it will show that it is waiting for a webhook response. This means your connection is active and ready for testing.

4. Testing the Integration

To test the integration, you need to submit a form entry in Cognito Forms. Open the form’s shareable link in a new tab and fill it out with dummy details. For example, enter a name, email, phone number, and a query message.

After submitting the form, return to Pabbly Connect to check if the response has been captured successfully. You should see the details you entered in the previous step, confirming that the webhook is working correctly.

Verify that all fields are populated correctly in Pabbly Connect. Ensure that the status of the form shows as submitted.

Once you confirm that the data is flowing from Cognito Forms to Pabbly Connect, you can move on to set up the action in Zendesk.

5. Setting Up the Zendesk Action

Now that the trigger is configured, it’s time to set up the action in Zendesk using Pabbly Connect. Select ‘Zendesk’ as your action application and choose ‘Create User’ as the action event.

To connect your Zendesk account, you will need to enter your username, API token, and subdomain. Follow the provided instructions to obtain these details from your Zendesk account. Once entered, click the ‘Connect’ button to establish the connection.

Map the fields from the Cognito Forms response to the corresponding fields in Zendesk. Ensure that the user details are dynamically mapped for automation.

After completing the mapping, click on ‘Save and Send Test Request’. You should receive a confirmation that the user has been created successfully in Zendesk, demonstrating that your integration is now fully operational.

Conclusion

This tutorial has guided you through the process of integrating Cognito Forms with Zendesk using Pabbly Connect. By automating user creation based on form submissions, you can streamline your customer support operations effectively.

Utilizing Pabbly Connect for this integration not only saves time but also enhances the efficiency of your support team. Start implementing this automation today to improve your workflow.