How to Create HubSpot Tasks from New Zendesk Tickets Using Pabbly Connect

Learn how to automate the creation of HubSpot tasks from new Zendesk tickets using Pabbly Connect. Streamline your customer support workflow effortlessly. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create HubSpot tasks from new Zendesk tickets, you need to access Pabbly Connect. Start by visiting the Pabbly Connect landing page and signing up for a free account. This platform allows you to automate tasks without any coding experience.

Once signed in, navigate to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button, and give your workflow a name, such as ‘Create HubSpot Tasks from New Zendesk Tickets’. This will set the stage for integrating your applications seamlessly.

2. Setting Up the Trigger Event in Pabbly Connect

In this step, you will set up the trigger event using Pabbly Connect. Select Zendesk as your trigger application and choose the trigger event as ‘New Ticket’. This action will initiate the workflow whenever a new ticket is created in Zendesk.

• Choose Zendesk as the trigger application.
• Select the trigger event ‘New Ticket’.
• Copy the provided webhook URL for the next step.

After selecting the trigger event, follow the instructions to create a connection with Zendesk. This involves pasting the webhook URL into the Zendesk settings to capture ticket data. Once the connection is established, you can test it to ensure that the data is flowing correctly.

3. Creating a Webhook in Zendesk

Now, you need to create a webhook in Zendesk using Pabbly Connect. In your Zendesk account, navigate to the ‘Apps and Integrations’ section and find the Webhooks option. Click on ‘Create Webhook’ and input the necessary details.

• Select ‘Trigger or Automation’ to set up the webhook.
• Paste the copied webhook URL into the endpoint URL field.
• Set the request method to ‘POST’ and the format to ‘JSON’.

After setting up the webhook, test the connection to ensure it captures the ticket data correctly. This step is crucial for the workflow to function seamlessly between Zendesk and HubSpot through Pabbly Connect.

4. Configuring HubSpot Action in Pabbly Connect

With the trigger set, it’s time to configure the action in HubSpot using Pabbly Connect. In the action step, select HubSpot and choose the action event ‘Create a Task Engagement’. This will allow you to create tasks in HubSpot based on the new tickets received from Zendesk.

Connect your HubSpot account by selecting ‘Add New Connection’. Once connected, you will need to map the ticket data to the task fields in HubSpot. For example, use the ticket title as the task subject and the ticket description as the task body.

5. Finalizing and Testing the Integration

Once you have mapped the fields, click on the ‘Save and Send Test Request’ button in Pabbly Connect. This action will send a test task to HubSpot based on the ticket data captured from Zendesk. Refresh your HubSpot tasks section to see if the new task appears.

If everything is set up correctly, you should see a new task created in HubSpot with the relevant details from the Zendesk ticket. This confirms that your integration is working flawlessly. After this initial setup, the automation will run continuously, creating tasks for every new ticket generated in Zendesk.

Conclusion

By following these steps, you can effectively automate the creation of HubSpot tasks from new Zendesk tickets using Pabbly Connect. This integration streamlines your customer support process, ensuring that no ticket goes unnoticed and improving your team’s productivity.