How to Create Zendesk Tickets from New Gravity Forms Submissions Using Pabbly Connect

Learn how to automate Zendesk ticket creation from Gravity Forms submissions using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Zendesk and Gravity Forms Integration

To create Zendesk tickets from new Gravity Forms submissions, you first need to access Pabbly Connect. Start by signing up for a free account on the Pabbly Connect dashboard. Once you are logged in, click on ‘Create Workflow’ to initiate your automation process.

Give your workflow a name, such as ‘Gravity Forms to Zendesk’. This will help you identify the purpose of the workflow later. After naming your workflow, click on the ‘Create’ button to proceed to the next step.

2. Setting Up the Trigger with Gravity Forms in Pabbly Connect

In this section, you will set up the trigger for your workflow. Start by selecting ‘Gravity Forms’ as the app in the trigger window of Pabbly Connect. Choose the trigger event as ‘New Response’. This indicates that the workflow will be activated whenever a new form submission is received.

• Select ‘New Response’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.
• Go to your Gravity Forms account and install the Webhooks add-on.

After installing the Webhooks add-on, navigate to the settings of your form. Here, you will paste the copied webhook URL, select the request method as ‘POST’, and the request format as ‘JSON’. This setup allows Pabbly Connect to receive data from Gravity Forms whenever a new submission occurs.

3. Testing the Gravity Forms Connection with Pabbly Connect

Once the webhook is configured in Gravity Forms, it’s time to test the connection. Go back to Pabbly Connect and make a test submission in your Gravity Forms. Fill in dummy data like a name, email, and issue details, then submit the form.

Check back in Pabbly Connect to see if the response has been received. If successful, you will see the submission data reflected in the Pabbly Connect interface, indicating that the trigger is working correctly.

4. Creating a Zendesk Ticket from Gravity Forms Submission

Now that the trigger is set up and tested, it’s time to create a Zendesk ticket using the data received from Gravity Forms. In the action window of Pabbly Connect, search for ‘Zendesk’ and select it as the app.

• Choose the action event as ‘Create Ticket’.
• Connect your Zendesk account by entering your username, password, and subdomain.
• Map the required fields from the Gravity Forms submission to the Zendesk ticket fields.

Make sure to fill in the subject, requester name, email, and description fields using the mapped data from Gravity Forms. After mapping all necessary fields, click on ‘Save and Send Test Request’ to create the ticket.

5. Verifying the Creation of Zendesk Ticket

After sending the test request, check your Zendesk account to verify that the ticket has been created successfully. You should see the ticket with the details matching the submission from Gravity Forms. This confirms that Pabbly Connect has successfully automated the process of creating a Zendesk ticket based on Gravity Forms submissions.

To further test the automation, you can make additional submissions in Gravity Forms and check if new tickets are created in Zendesk with the corresponding details. This real-time integration showcases how Pabbly Connect streamlines your workflow.

Conclusion

In this tutorial, we demonstrated how to automate the creation of Zendesk tickets from new Gravity Forms submissions using Pabbly Connect. By following these steps, you can efficiently manage customer inquiries and streamline your support process.