How to Send Gmail Emails for New Zendesk Tickets Using Pabbly Connect

Learn how to automate sending Gmail emails for new Zendesk tickets using Pabbly Connect. Step-by-step tutorial 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

1. Accessing Pabbly Connect for Zendesk and Gmail Integration

To automate sending Gmail emails for new Zendesk tickets, you first need to access Pabbly Connect. Start by signing into your Pabbly account, where you will find various applications provided by Pabbly.

Click on the ‘Access Now’ button to reach the Pabbly Connect dashboard. Here, you will see a big blue button labeled ‘Create Workflow’. Click this button to start creating your automation workflow.

2. Creating a Workflow in Pabbly Connect

After clicking on ‘Create Workflow’, you’ll need to name your workflow. For this tutorial, name it ‘Send Gmail Emails for Zendesk Tickets’. Click on ‘Create’ to proceed. using Pabbly Connect

• Name your workflow appropriately.
• Select the trigger application as Zendesk.
• Choose the event as ‘New Ticket’.

Once the workflow is created, you will have a blank workspace with trigger and action windows. Make sure you have both your Zendesk and Gmail accounts ready for the integration.

3. Setting Up the Zendesk Trigger in Pabbly Connect

In this step, you will set Zendesk as the trigger application in Pabbly Connect. Select ‘New Ticket’ as the event, which will initiate the workflow whenever a new ticket is created in Zendesk.

To connect Zendesk with Pabbly Connect, you will need to create a webhook in your Zendesk account. Navigate to ‘Manage Views’ in Zendesk, then click on ‘Apps and Integrations’ followed by ‘Webhooks’. Create a new webhook and input the URL provided by Pabbly Connect.

• Name your webhook (e.g., ‘Gmail Notification’).
• Set the request data format to JSON.
• Test the webhook to ensure it’s working correctly.

After creating the webhook, you will need to set up a trigger in Zendesk to notify the webhook whenever a new ticket is created. This ensures that Pabbly Connect receives the necessary data to send the Gmail notification.

4. Sending Gmail Notifications via Pabbly Connect

Once the Zendesk trigger is set up, the next step is to configure the Gmail action in Pabbly Connect. Click on ‘Connect’ to add a new connection to your Google account.

Authorize the connection by choosing your Google account and clicking ‘Allow’. Now, you will set the recipient email address, which should be the person responsible for resolving the ticket. You can also add CC or BCC if necessary.

Set the sender’s name as the assignee of the ticket. Use the ticket title as the email subject. Draft the email content to include ticket details.

Finally, click ‘Save and Send Test Request’ to send a test email. Check your Gmail inbox to verify that the email has been sent successfully. This confirms that your workflow is now set up correctly.

5. Conclusion

Using Pabbly Connect, you can efficiently automate the process of sending Gmail emails for new Zendesk tickets. By following the detailed steps outlined in this tutorial, you can ensure that your support team is promptly notified of any new ticket raised, streamlining your customer support process.

With this integration, you can enhance your workflow efficiency and maintain better communication within your team. Start using Pabbly Connect today to automate your processes!