How to Create Zoho Desk Tickets for Gravity Forms Submissions Using Pabbly Connect

Learn how to automate ticket creation in Zoho Desk for Gravity Forms submissions using Pabbly Connect. Step-by-step guide with detailed instructions. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To create Zoho Desk tickets for Gravity Forms submissions, you first need to set up Pabbly Connect. This platform allows you to automate workflows between applications seamlessly. Start by signing into your Pabbly Connect account and click on the ‘Create Workflow’ button.

After creating a new workflow, name it appropriately, such as ‘Create Zoho Desk Tickets for Gravity Forms Submissions.’ This will help you keep track of your automation easily. As you proceed, ensure that both Gravity Forms and Zoho Desk are accessible for integration through Pabbly Connect.

2. Configuring Gravity Forms Trigger in Pabbly Connect

In this step, you will set Gravity Forms as the trigger application in Pabbly Connect. Select the trigger event as ‘New Response’ to initiate the workflow whenever a form is submitted. Upon selection, a unique webhook URL will be generated.

• Copy the webhook URL provided by Pabbly Connect.
• Navigate to your Gravity Forms settings.
• Paste the webhook URL in the designated field under the Webhooks section.

After saving your settings, you can proceed to test the integration. Submit a sample form to ensure that the data is correctly captured by Pabbly Connect.

3. Finding Existing Contacts in Zoho Desk

Once the Gravity Forms submission is received, the next step is to check if the contact exists in Zoho Desk using Pabbly Connect. Choose the ‘Find Contact’ action event and connect your Zoho Desk account by providing the necessary credentials.

Map the email address from the Gravity Forms submission to search for the corresponding contact in Zoho Desk. If the contact exists, you will receive the contact details, including the data ID, which confirms their existence.

4. Creating Tickets in Zoho Desk Based on Conditions

In this section, you will set up conditions to create tickets in Zoho Desk based on the existence of the contact. If the contact is found, use the ‘Create Ticket’ action event in Pabbly Connect. Map the relevant fields such as the subject, description, and due date.

• Select the organization and department from Zoho Desk.
• Map the subject to the title from the Gravity Forms submission.
• Ensure the due date is formatted correctly as required by Zoho Desk.

After mapping all necessary fields, send a test request to create a ticket. Check Zoho Desk to confirm that the ticket has been created successfully.

5. Handling New Contacts and Creating Tickets

If a contact does not exist in Zoho Desk, Pabbly Connect will handle the creation of a new contact. Set up a condition to check for the absence of a data ID, indicating that the contact is new. Use the ‘Create Contact’ action in Zoho Desk to add this new user.

Map the fields from the Gravity Forms submission to create the new contact. This includes the title, first name, last name, email address, and phone number. After creating the contact, proceed to create a ticket using the same process as before.

Finally, test this entire workflow by submitting a new form with a contact that does not exist in Zoho Desk. Ensure that both the contact and ticket are created successfully, demonstrating the full power of Pabbly Connect in automating this integration.

Conclusion

This tutorial detailed how to automate ticket creation in Zoho Desk for Gravity Forms submissions using Pabbly Connect. By following these steps, you can streamline your customer support process effectively.