Integrate Zendesk Sell with ScheduleOnce Using Pabbly Connect

Learn how to instantly add Zendesk Sell leads for new ScheduleOnce bookings using Pabbly Connect in this step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To start integrating Zendesk Sell with ScheduleOnce, first access Pabbly Connect. Visit the Pabbly Connect website and sign up for a free account. This platform allows you to automate tasks between different applications seamlessly.

Once logged in, navigate to the dashboard where you can create a new workflow. This is where you will set up the integration between ScheduleOnce and Zendesk Sell using Pabbly Connect.

2. Create a New Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button to begin. Name your workflow something descriptive, like ‘ScheduleOnce to Zendesk Sell Integration’.

• Click on the ‘Create’ button.
• Select ‘ScheduleOnce’ as the trigger application.
• Choose ‘New Booking’ as the trigger event.

After selecting your trigger, you will need to connect your ScheduleOnce account to Pabbly Connect. Follow the prompts to authenticate your ScheduleOnce account, allowing Pabbly Connect to access your booking data.

3. Set Up Action to Add Lead in Zendesk Sell

Next, you will set up the action step to add a lead in Zendesk Sell using Pabbly Connect. After configuring the trigger, click on the ‘Add Action’ button.

Select ‘Zendesk Sell’ as the action application and choose ‘Add Lead’ as the action event. You will then be prompted to connect your Zendesk Sell account to Pabbly Connect. Authenticate your account to proceed.

4. Map Fields and Test the Integration

Now that your accounts are connected, you need to map the fields from ScheduleOnce to Zendesk Sell. This ensures that the correct information is sent to Zendesk Sell when a new booking is made. using Pabbly Connect

• Map the customer’s name to the ‘Name’ field in Zendesk Sell.
• Map the email address to the ‘Email’ field.
• Map the phone number to the ‘Phone’ field.

After mapping all necessary fields, click on the ‘Test’ button to check if the integration works properly. This will send a test lead to Zendesk Sell, verifying that your setup is correct.

5. Finalize the Integration and Activate

Once the test is successful, you can finalize your integration in Pabbly Connect. Click on the ‘Save’ button to keep your workflow settings. You can now activate the workflow to start automatically adding leads to Zendesk Sell whenever a new booking is made in ScheduleOnce.

Congratulations! You have successfully set up the integration between ScheduleOnce and Zendesk Sell using Pabbly Connect. This automation will help streamline your lead management process.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to integrate Zendesk Sell with ScheduleOnce. By following these steps, you can efficiently add leads from new bookings, enhancing your workflow and productivity.