Integrate Zendesk and Salesforce Using Pabbly Connect

Learn how to integrate Zendesk and Salesforce using Pabbly Connect to automatically create leads from new tickets. Follow our step-by-step tutorial for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Salesforce and Zendesk, start by accessing Pabbly Connect. This platform allows seamless automation between various applications, making it simple to create Salesforce leads from new Zendesk tickets.

First, log into your Pabbly Connect account. If you don’t have an account, you can create one easily. Once logged in, you will be directed to the dashboard where you can set up new automation workflows.

2. Setting Up the Trigger for New Zendesk Tickets

In this section, you will configure the trigger in Pabbly Connect for new tickets created in Zendesk. This step is essential for automating the lead creation process in Salesforce.

• Select ‘Zendesk’ from the list of applications in Pabbly Connect.
• Choose the trigger event as ‘New Ticket’.
• Connect your Zendesk account by providing the required credentials.

Once the connection is established, you can test the trigger to ensure that Pabbly Connect can fetch the latest ticket data from Zendesk. This step is crucial for the subsequent lead creation process.

3. Creating a Salesforce Lead from Zendesk Ticket

After setting up the trigger, the next step involves creating a lead in Salesforce using the data from the new Zendesk ticket through Pabbly Connect. This automation simplifies the lead management process significantly.

To create a Salesforce lead, follow these steps:

• Select ‘Salesforce’ as the application for the action event.
• Choose the action event as ‘Create Lead’.
• Connect your Salesforce account by entering the necessary API credentials.

Once connected, map the fields from the Zendesk ticket to the corresponding fields in Salesforce. This ensures that all relevant information is transferred accurately when a new ticket is created.

4. Testing the Integration in Pabbly Connect

Testing the integration is a critical step to ensure that everything works smoothly. In this section, you will check if the automation set up in Pabbly Connect functions as expected.

To test the integration, create a new ticket in Zendesk. After creating the ticket, return to Pabbly Connect and perform a test to see if a new lead is created in Salesforce. You should see the lead populated with the ticket details.

If the test is successful, it confirms that your integration is working correctly. If not, review your mappings and connections to troubleshoot any issues.

5. Finalizing Your Pabbly Connect Setup

Once testing is complete, you can finalize your setup in Pabbly Connect. This involves enabling the workflow so that it runs automatically whenever a new ticket is created in Zendesk.

To finalize the setup, simply toggle the workflow to active. You can also customize notifications or alerts based on your preferences. This ensures that your team is informed whenever a new lead is created.

By following these steps, you have successfully integrated Zendesk and Salesforce using Pabbly Connect, allowing for efficient lead management and streamlined operations.

Conclusion

In this tutorial, we demonstrated how to integrate Zendesk and Salesforce using Pabbly Connect. By automating the creation of Salesforce leads from new Zendesk tickets, you can enhance your customer support and lead management processes efficiently.