Integrating Zoho Desk with JotForm Using Pabbly Connect

Learn how to integrate Zoho Desk with JotForm using Pabbly Connect to automate ticket creation from web form responses. Step-by-step tutorial included. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Zoho Desk and JotForm, you first need to access Pabbly Connect. Begin by signing into your Pabbly account. If you are a new user, you can sign up for free to get started. This will provide you with 100 free tasks to utilize.

Once logged in, navigate to the Pabbly Connect dashboard. Click on the ‘Access Now’ button to reach your dashboard. From here, you can create a new workflow to automate the ticket creation process in Zoho Desk based on responses received from JotForm.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button on the right-hand side of your dashboard. You will be prompted to name your workflow; enter a suitable name such as ‘Create Zoho Desk Ticket from Webhook Response’.

• Name your workflow appropriately.
• Select the folder where you want to save your workflow.
• Click on the ‘Create’ button to proceed.

After creating the workflow, you will see a window that consists of two sections: Trigger and Action. The trigger will be set to capture the webhook response from JotForm, while the action will be to create a ticket in Zoho Desk whenever a new form submission occurs.

3. Setting Up Webhook in JotForm

To connect JotForm with Pabbly Connect, you need to set up a webhook. Copy the webhook URL generated in your Pabbly Connect workflow. Then, navigate to your JotForm settings, go to Integrations, and search for Webhooks.

• In JotForm, paste the copied webhook URL into the webhook settings.
• Complete the integration by clicking on the ‘Complete Integration’ button.

Once the integration is ready, you can publish the form and test it by submitting a response. This will allow Pabbly Connect to capture the response data in real-time, which is essential for creating tickets in Zoho Desk.

4. Creating a Ticket in Zoho Desk

After successfully capturing the webhook response in Pabbly Connect, the next step is to create a ticket in Zoho Desk. Search for Zoho Desk in the action application section. Choose the action event as ‘Find Contact’ to locate the Zoho Desk contact based on the email received from the form submission.

Establish a connection between your Zoho Desk account and Pabbly Connect. You will need to enter your domain name from Zoho Desk to complete this connection. Once connected, map the email from the webhook response to find the corresponding contact in Zoho Desk.

5. Finalizing Ticket Creation and Testing

To finalize the ticket creation process, search for the action event ‘Create New Ticket’ in Zoho Desk within Pabbly Connect. You can use the mapped values from the previous steps, such as the contact ID and the subject of the ticket.

After filling in the necessary details, click on the ‘Save and Send Test Request’ button. If successful, you will see the newly created ticket in your Zoho Desk account. This integration ensures that every time a new response is submitted through JotForm, a corresponding ticket is automatically created in Zoho Desk.

Conclusion

This detailed tutorial demonstrates how to use Pabbly Connect to integrate Zoho Desk with JotForm effectively. By following these steps, you can automate ticket creation based on form responses, enhancing customer support efficiency.