Integrate Google Forms and Zendesk with Pabbly Connect: A Step-by-Step Guide

Learn how to seamlessly integrate Google Forms and Zendesk using Pabbly Connect. This detailed tutorial walks you through the entire process step-by-step. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To start using Pabbly Connect, you first need to access the platform. Simply type in ‘Pabbly.com/connect’ in your browser. Once you reach the Pabbly Connect homepage, you can either sign in if you are an existing user or sign up for free if you are new. Signing up gives you access to 100 tasks per month without any cost.

After signing in, you will be directed to the Pabbly Connect dashboard. Here, you can see all your workflows and folders. To create a new workflow, click on the ‘Create Workflow’ button. You will need to name your workflow and select a folder to save it in. For instance, you can name it ‘Create Zendesk User on Google Form Submission’ and select the appropriate folder.

Setting Up Trigger in Pabbly Connect

In this step, you will set up the trigger in Pabbly Connect using Google Forms. The trigger application is Google Forms, and the event you want to select is ‘New Response Received’. This means that whenever a new form submission occurs, it will trigger the action in Zendesk.

To establish the connection between Google Forms and Pabbly Connect, you will be provided with a webhook URL. This URL acts as a bridge between the two applications. Here are the steps to follow:

• Open your Google Form and navigate to the ‘Responses’ section.
• Click on ‘View in Sheets’ to open the connected Google Sheet.
• Ensure the last field in your form is set as required.

Once the Google Sheet is ready, you need to click on ‘Extensions’ in the menu, then select ‘Add-ons’ and look for Pabbly Connect Webhooks. Install it if you haven’t done so already. After installation, go back to ‘Extensions’, select ‘Pabbly Connect Webhooks’ and click on ‘Initial Setup’. Here, enter the webhook URL you copied from Pabbly Connect.

Testing the Connection between Google Forms and Pabbly Connect

After setting up the webhook, it’s crucial to test the connection to ensure everything is working correctly. In Pabbly Connect, you will see a message indicating that it is waiting for a response from the webhook. To test it, fill out your Google Form with dummy data and submit it.

Once you submit the form, check the Google Sheet to confirm that the responses are recorded. You should also return to Pabbly Connect to see if the data is captured. If everything is set up correctly, you will see the response data reflected in Pabbly Connect.

If the data appears correctly, it indicates that the connection between Google Forms and Pabbly Connect is successful. This means that every time a new form is submitted, the data will be sent to Pabbly Connect, allowing for further actions to be taken.

Setting Up Action in Pabbly Connect to Create Zendesk User

Now that the trigger is set, you need to configure the action to create a user in Zendesk whenever a new response is received in Google Forms. In Pabbly Connect, select Zendesk as your action application and choose the event ‘Create User’.

To connect Zendesk to Pabbly Connect, you will need to enter your Zendesk username, API token, and subdomain. Here are the steps to follow:

• Log in to your Zendesk account and navigate to Admin Center.
• Go to ‘Apps and Integrations’ and find the API section.
• Generate a new API token and copy it.

Once you have the API token, return to Pabbly Connect and paste it along with your username (appending ‘/token’ to the username) and your Zendesk subdomain. After entering these details, click on ‘Save’ to establish the connection.

Mapping Data in Pabbly Connect for User Creation

With the action set up and connections made, the next step is to map the data from Google Forms to the fields in Zendesk. This is crucial for ensuring that the correct information is transferred. In Pabbly Connect, you will see the fields required for creating a user in Zendesk.

For mapping, click on the respective fields in Pabbly Connect and select the corresponding data from the Google Forms response. Here’s how to do it:

For the ‘Name’ field, combine the first name and last name from the form response. Map the email address directly from the response. Add any feedback details to the ‘Notes’ field.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to complete the setup. If successful, you will receive a response indicating that the user has been created in Zendesk. You can verify this by checking your Zendesk account for the newly created user.

Conclusion

In this tutorial, we successfully integrated Google Forms with Zendesk using Pabbly Connect. By setting up triggers and actions, we automated the process of creating users in Zendesk based on Google Form submissions. This integration enhances efficiency and streamlines user management.