How to Create Zendesk User from LinkedIn Lead Gen Forms Leads Using Pabbly Connect

Learn how to automate the creation of Zendesk users from LinkedIn Lead Gen Forms leads using Pabbly Connect. Step-by-step tutorial with detailed instructions. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Zendesk user from LinkedIn Lead Gen Forms leads, first, you need to access Pabbly Connect. This platform serves as the integration tool that connects your LinkedIn leads to Zendesk seamlessly. Start by visiting the Pabbly Connect homepage and sign in or sign up if you are a new user.

Once you are logged in, you will see the dashboard of Pabbly Connect. Here, you can create a new workflow to automate the process of adding leads from LinkedIn to Zendesk. Click on the ‘Create Workflow’ button to get started.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that connects LinkedIn Lead Gen Forms to Zendesk using Pabbly Connect. After clicking the ‘Create Workflow’ button, you will be prompted to name your workflow. Choose a descriptive name like ‘Create Zendesk User from LinkedIn Leads’.

• Select a folder for your workflow, such as ‘Automations’.
• Click the ‘Create’ button to finalize your workflow setup.

Once the workflow is created, you will see the trigger and action setup options. This is where you will define how the automation works using Pabbly Connect.

3. Setting Up the Trigger in Pabbly Connect

The next step is to set up the trigger for your workflow in Pabbly Connect. Select ‘LinkedIn Lead Gen Forms’ as your trigger application. This application captures new leads from your LinkedIn ads, making it easy to manage inquiries.

Choose ‘New Lead Form Response’ as the trigger event. This means that every time a new lead is submitted through LinkedIn, Pabbly Connect will automatically capture this response and trigger the workflow.

• Click ‘Connect’ to establish a new connection with your LinkedIn account.
• Authorize Pabbly Connect to access your LinkedIn Lead Gen Forms.

After successfully connecting, select your LinkedIn account and the specific lead form you want to use. This setup ensures that your leads are captured correctly for the next steps.

4. Configuring the Action in Pabbly Connect

Now that you have set up your trigger, it’s time to configure the action in Pabbly Connect. Select ‘Zendesk’ as your action application. This is where you will create a new user based on the lead information captured from LinkedIn.

Choose ‘Create User’ as the action event. This will allow you to add a new user in your Zendesk account automatically whenever a new lead is received. Click ‘Connect’ to establish a connection with your Zendesk account.

Enter your Zendesk username, API token, and subdomain as required. This information is crucial for Pabbly Connect to communicate with your Zendesk account and create the user successfully. Ensure you have these details handy to avoid any interruptions during the setup.

5. Mapping Data in Pabbly Connect

In this final step, you will map the data from your LinkedIn leads to the fields in Zendesk using Pabbly Connect. Mapping is essential as it allows dynamic data transfer from LinkedIn to Zendesk.

Map the first name and last name fields from LinkedIn to Zendesk. Map the email address and phone number fields accordingly. Leave optional fields blank if not required.

After mapping all necessary fields, click the ‘Save and Send Test Request’ button. If successful, you will see a confirmation message indicating that the user has been created in Zendesk. This confirms that your integration is working flawlessly through Pabbly Connect.

Conclusion

This tutorial demonstrated how to create a Zendesk user from LinkedIn Lead Gen Forms leads using Pabbly Connect. By automating this process, you can efficiently manage customer inquiries and enhance your support capabilities. Now, you can focus on responding to leads faster and improving customer satisfaction.