How to Create Zendesk User on Typeform Submission with Pabbly Connect

Learn how to automate Zendesk user creation from Typeform submissions using Pabbly Connect. Step-by-step guide to streamline your workflow. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Zendesk user on Typeform submission, start by accessing Pabbly Connect. This platform allows seamless integration between Typeform and Zendesk, automating the user creation process without any coding.

Begin by visiting the Pabbly website and logging into your account. If you’re a new user, you can sign up for free and enjoy 100 tasks every month. Once logged in, navigate to the Pabbly Connect application to set up your automation.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button to initiate your integration setup. You will be prompted to name your workflow. For this integration, name it ‘Create Zendesk User on Typeform Submission’ and select a suitable folder for storage. using Pabbly Connect

• Click on ‘Create’ to proceed.
• This will open the workflow window, where you set triggers and actions.

Now, select Typeform as your trigger application. This means that whenever a new entry is made in Typeform, it will trigger the workflow to create a user in Zendesk. Choose the trigger event as ‘New Entry’ and click on connect.

3. Connecting Typeform to Pabbly Connect

After selecting the Typeform trigger, you need to establish a connection. If you have previously connected Typeform, you can select the existing connection. Otherwise, click on ‘Add New Connection’ to link your Typeform account. using Pabbly Connect

• Click on ‘Connect with Typeform’ and grant the necessary permissions.
• Select the specific form you want to use for this automation.

Once connected, you will need to perform a test submission to capture the response. Open the Typeform link, fill in the necessary details, and submit the form. This allows Pabbly Connect to capture the data from the test submission.

4. Setting Up Zendesk User Creation

With the Typeform integration set up, it’s time to configure the action step in Pabbly Connect to create a user in Zendesk. Select Zendesk as your action application and choose the action event as ‘Create User’. using Pabbly Connect

Connect your Zendesk account by entering your username, API token, and subdomain. Ensure that the username is formatted correctly by adding ‘/token’ after your email address.

After successfully connecting, map the fields from the Typeform submission to the corresponding fields in Zendesk, such as name and email. This mapping allows dynamic updates whenever a new submission occurs.

5. Testing and Completing the Integration

Once the mapping is complete, send a test request to verify that the integration works correctly. Pabbly Connect will attempt to create a new user in Zendesk based on the submitted Typeform data.

After sending the test request, check your Zendesk account to confirm that the new user has been created successfully. Refresh the customer page in Zendesk to see the newly created user with the same details you submitted in Typeform.

Now your automation is complete! Every time a new submission is made in Typeform, Pabbly Connect will automatically create a user in Zendesk, streamlining your customer support process without manual input.

Conclusion

This tutorial demonstrated how to automate Zendesk user creation from Typeform submissions using Pabbly Connect. By following these steps, you can enhance your workflow and improve customer support efficiency.