Automate Zendesk User Creation from Zoho Forms with Pabbly Connect

Learn how to automate user creation in Zendesk using Zoho Forms submissions with Pabbly Connect. Follow our step-by-step guide for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To automate the user creation process in Zendesk using Zoho Forms submissions, you need to access Pabbly Connect. This powerful integration platform allows you to connect various applications without any coding skills.

Start by navigating to the Pabbly Connect homepage. You can do this by entering the URL in your browser. Once there, sign in if you already have an account, or click on the ‘Sign up for free’ button to create a new account. This process takes just a couple of minutes and gives you access to 100 free tasks each month.

Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you can create a new workflow to link Zoho Forms with Zendesk. Click on the ‘Create Workflow’ button, and a dialog box will appear asking for a name for your workflow. Name it appropriately to reflect its purpose.

After naming your workflow, you will see two important windows: trigger and action. The trigger is the event that starts the workflow, while the action is what happens as a result. In this case, the trigger will be a new form submission in Zoho Forms, and the action will be creating a user in Zendesk.

• Select ‘Zoho Forms’ as the trigger application.
• Choose ‘New Form Submitted’ as the trigger event.
• Proceed to set up the connection with Zoho Forms.

After setting up the trigger, you will need to configure the action by selecting Zendesk as the action application. This setup allows you to automate the user creation process seamlessly.

Setting Up Zoho Forms for Integration

To connect Zoho Forms with Pabbly Connect, you must configure a webhook URL provided by the platform. Go to your Zoho Forms dashboard and select the form you want to use for submissions. Click on the ‘Integrations’ tab, then select ‘Webhooks’ to set up the connection.

Paste the webhook URL from Pabbly Connect into the designated field in Zoho Forms. Ensure that the content type is set to application/json and save your settings. This webhook acts as a bridge, allowing data from Zoho Forms to be sent to Pabbly Connect.

• Select the specific fields you want to capture, such as name, email, phone number, and issue description.
• Make sure the field names match the expected payload parameters in Pabbly Connect.
• Save the configuration to finalize the setup.

After saving, you can test the integration by submitting a form. This will send a sample response to Pabbly Connect, allowing you to verify if the connection is successful.

Creating a User in Zendesk via Pabbly Connect

With the webhook successfully set up, the next step is to create a user in Zendesk based on the form submission data captured by Pabbly Connect. In your workflow, select Zendesk as the action application and choose ‘Create User’ as the action event.

To establish this connection, you will need to provide your Zendesk username, API token, and subdomain. These details can be found in your Zendesk account settings. Once you have entered this information, click on ‘Save’ to create the connection.

Map the fields from the form submission to the corresponding fields in Zendesk, such as first name, last name, email, and phone number. Set additional parameters like user role and organization if necessary. Test the action to ensure that the user is created successfully in Zendesk.

After testing, you should see the new user in your Zendesk account, confirming that the integration via Pabbly Connect is functioning correctly.

Testing the Integration with Pabbly Connect

Now that you have set up the integration between Zoho Forms and Zendesk using Pabbly Connect, it’s time to test the entire workflow. Submit a new form entry in Zoho Forms with dummy data to see if the user is created automatically in Zendesk.

Return to your Zendesk account and check the users section. Refresh the page to see if the new user appears there. If everything is set up correctly, you should see the user created with the details you submitted in the form.

Make sure to check that all fields are correctly mapped and that the data is accurately transferred. If you encounter any issues, revisit the workflow in Pabbly Connect to troubleshoot.

With successful testing, you can now confidently use this automation for your customer support needs, ensuring that new inquiries are handled promptly.

Conclusion

By following these steps, you can seamlessly automate the creation of Zendesk users from Zoho Forms submissions using Pabbly Connect. This integration enhances your workflow efficiency and ensures timely responses to customer inquiries.