Integrate Gravity Forms with Zendesk Sell Using Pabbly Connect

Learn how to instantly create Zendesk Sell leads from new Gravity Form responses using Pabbly Connect in this detailed tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Gravity Forms with Zendesk Sell, the first step is to access Pabbly Connect. This platform allows you to automate workflows without needing any coding knowledge. Simply navigate to the Pabbly website and sign up or log in to your account.

Once logged in, you can explore various workflows. For this integration, you can utilize a free plan to test the setup. After signing in, create a new workflow by clicking on the ‘Create Workflow’ button and naming it appropriately, such as ‘Gravity Forms to Zendesk Sell’.

2. Setting Up Trigger with Gravity Forms

In this section, we will set up the trigger using Pabbly Connect to capture new responses from Gravity Forms. Choose ‘Gravity Forms’ as the application and select ‘New Response’ as the trigger event. This means every time a new response is submitted, it will trigger an action in Zendesk Sell.

• Select ‘Gravity Forms’ from the application list.
• Choose ‘New Response’ as the trigger event.
• Copy the Webhook URL provided by Pabbly Connect.

Next, you will need to paste this webhook URL into the Gravity Forms settings. Navigate to the form settings of the form you want to use, find the Webhooks option, and add a new webhook. Name it appropriately, paste the copied URL, and save the settings.

3. Capturing Data in Pabbly Connect

After setting up the webhook in Gravity Forms, it’s time to capture the data in Pabbly Connect. To do this, click on ‘Capture Webhook Response’ in Pabbly Connect. This action allows you to see if the data from Gravity Forms is being received correctly.

Now, go back to Gravity Forms and submit a new response using the form you created. For example, input the first name as ‘Harry’ and the last name as ‘Jordan’. Once submitted, return to Pabbly Connect to verify if the data has been captured successfully.

• Check for the form ID and the details captured.
• Ensure the organization name and description are included in the captured data.

Once confirmed, click on ‘Save’ to proceed to the next step of the integration.

4. Creating a Lead in Zendesk Sell

Now that we have captured the data, we will use Pabbly Connect to create a lead in Zendesk Sell. Click on the plus button to add a new action and select ‘Zendesk Sell’. Choose ‘Create Lead’ as the action event to proceed.

You will need to connect your Zendesk Sell account by authorizing it through Pabbly Connect. Once connected, map the fields from the captured data to the lead fields in Zendesk Sell, such as first name and last name.

Map the first name from the webhook response to the lead’s first name. Map the last name to the lead’s last name. Select the organization name and any other relevant fields.

After mapping the fields, click on ‘Save and Send Test Request’ to create the lead. Check your Zendesk Sell account to confirm that the lead has been created successfully.

5. Final Verification and Conclusion

After completing the integration steps using Pabbly Connect, it’s essential to verify the process. Go back to Zendesk Sell and check for the newly created leads. You should see the name ‘Harry Jordan’ listed with all the corresponding details.

To ensure everything is working smoothly, you can test the process again by submitting another response through Gravity Forms. For instance, use the name ‘Isabella Matthew’ and follow the same steps. Confirm that the new lead appears in Zendesk Sell.

This integration allows you to automate the lead creation process seamlessly, ensuring that every response from Gravity Forms is captured and converted into a lead in Zendesk Sell without any manual effort. With Pabbly Connect, you can easily set up similar integrations for various applications to enhance your workflow.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, using Pabbly Connect to integrate Gravity Forms with Zendesk Sell streamlines the lead creation process. By following the steps outlined, you can automate your workflows effectively, ensuring no lead goes unnoticed.