Integrating JotForm with Zendesk Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate user creation in Zendesk from JotForm submissions using Pabbly Connect. Follow this detailed tutorial for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Start Integration

In this section, we will learn how to access Pabbly Connect for integrating JotForm with Zendesk. First, navigate to the Pabbly Connect homepage by entering the URL in your browser. You will see options to sign in or sign up.

If you are a new user, click on the ‘Sign Up Free’ button to create an account and explore the features. Existing users can simply sign in. Once logged in, you will be directed to the Pabbly Connect dashboard, where you can start building your workflows.

2. Creating a Workflow in Pabbly Connect

To integrate JotForm with Zendesk using Pabbly Connect, the first step is to create a workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will prompt you to name your workflow.

• Name your workflow, e.g., ‘Create Zendesk User on JotForm Submission.’
• Select a folder for organizing your workflows, such as ‘Automations.’

After naming and selecting a folder, click on the ‘Create’ button. You will now see the workflow setup screen, where you can define the trigger and action for your automation.

3. Setting Up Trigger in Pabbly Connect

In this step, we will configure the trigger for our workflow using Pabbly Connect. Select JotForm as your trigger application. The next step is to choose the trigger event, which in this case is ‘New Response.’ This means the workflow will be triggered whenever a new form submission is received.

Once you select the trigger event, you will be provided with a webhook URL. This URL will be used to connect JotForm with Pabbly Connect. Copy this webhook URL and navigate to your JotForm account.

• Open your JotForm account and go to the form you want to integrate.
• Click on ‘Settings’ and then select ‘Integrations.’
• Choose ‘Webhooks’ and paste the copied URL to complete the integration.

After completing the integration in JotForm, your workflow is now ready to receive submissions.

4. Configuring Action in Pabbly Connect

Now that we have set up the trigger, it’s time to configure the action in Pabbly Connect. Select Zendesk as your action application. The action event you need to choose is ‘Create User.’ This action will create a new user in your Zendesk account whenever a new form submission is received from JotForm.

To establish a connection between Pabbly Connect and Zendesk, click on the ‘Connect’ button. You will need to input your Zendesk username, API token, and subdomain. Make sure to enter the username in the format ‘username/token’.

To get the API token, log into your Zendesk account and navigate to ‘Admin Center.’ Generate a new API token and copy it. Paste the subdomain and API token in the respective fields in Pabbly Connect.

Once you have entered the required details, click on ‘Save’ to establish the connection.

5. Mapping Data in Pabbly Connect

The final step in our integration process involves mapping data in Pabbly Connect. This step is crucial as it ensures that the correct information from JotForm is sent to Zendesk. You will need to map fields such as the user’s name, email, and phone number from the JotForm submission to the corresponding fields in Zendesk.

For example, map the ‘First Name’ and ‘Last Name’ fields to create a full name in Zendesk. Similarly, map the email and phone number fields. After mapping all the required fields, click on the ‘Save and Send Test Request’ button to verify that the integration works correctly.

Ensure all required fields in Zendesk are filled with data from JotForm. Review the test response to confirm successful user creation.

If everything is set up correctly, you will see a confirmation that a new user has been created in Zendesk. This completes the integration process using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of users in Zendesk from JotForm submissions. By following the detailed steps provided, you can streamline your customer inquiry management and improve response efficiency. Pabbly Connect offers a seamless way to integrate various applications, enhancing your business operations.