Automate ZenDesk Ticket Creation with Pabbly Connect and HubSpot Forms

Learn how to automate ZenDesk ticket creation from HubSpot form submissions using Pabbly Connect in this step-by-step tutorial. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate ZenDesk ticket creation from HubSpot forms, you first need to access Pabbly Connect. Start by opening your web browser and searching for Pabbly Connect. You will be directed to the Pabbly Connect landing page where you can sign up for free or log in if you already have an account.

If you’re new to Pabbly Connect, click on the ‘Sign Up for Free’ button. This process takes only a couple of minutes and provides you with 100 free tasks every month. For existing users, simply log in to access your dashboard.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this integration, you can name it ‘Create ZenDesk Ticket on HubSpot Form Submission’.

• Click on the ‘Create’ button to proceed.
• In the workflow window, you will see two boxes: Trigger and Action.
• Select ‘HubSpot CRM’ as your trigger application.

After selecting HubSpot, choose the trigger event ‘New Form Submission’. This sets up the workflow to initiate every time a new form submission is received from HubSpot.

3. Connecting HubSpot to Pabbly Connect

The next step in the process involves connecting HubSpot to Pabbly Connect. You will need to copy the provided webhook URL, which acts as a bridge between HubSpot and Pabbly Connect.

Navigate to your HubSpot account and go to the Automations section. Here, create a new workflow and set up the trigger for form submissions. After selecting the form submission as the trigger, paste the copied webhook URL into the appropriate field in HubSpot’s action settings.

• Click on the ‘Create Workflow’ button in HubSpot.
• Add your criteria for the form submission trigger.
• Save your trigger settings.

This connection ensures that every time a form is submitted, the data is sent to Pabbly Connect, ready for processing.

4. Setting Up Action in Pabbly Connect

With the HubSpot connection established, the next step is to set up the action in Pabbly Connect. Search for ZenDesk as your action application and select the ‘Create Ticket’ action event.

You will need to connect ZenDesk with Pabbly Connect by providing your ZenDesk username, API token, and subdomain. Make sure to retrieve your API token from your ZenDesk account under the API settings.

Input your ZenDesk username, followed by ‘/token’. Paste your API token and subdomain in the respective fields. Click on the ‘Save’ button to establish the connection.

After saving, you can now map the necessary fields from the HubSpot form submission to the ZenDesk ticket fields, ensuring that all relevant information is transferred accurately.

5. Testing the Integration

To ensure everything is functioning correctly, test the integration by submitting a form through HubSpot. Fill in the required details, such as name, email, and issue description, and click on submit.

Once the form is submitted, return to Pabbly Connect to check if the response from the HubSpot form submission is received. If successful, you will see all the details populated from the form submission.

Verify that the ticket has been created in ZenDesk with the correct information. Check for any errors in the workflow settings if the ticket is not created. Make adjustments as necessary to ensure smooth operation.

This testing step confirms that your integration between HubSpot and ZenDesk via Pabbly Connect is working seamlessly, allowing for efficient ticket management.

Conclusion

In this tutorial, we explored how to automate ZenDesk ticket creation using HubSpot form submissions through Pabbly Connect. By following the outlined steps, you can streamline your support process effectively.

Utilizing Pabbly Connect enables efficient integration of multiple applications, enhancing your workflow automation capabilities.