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

Learn how to automate the process of creating Zendesk users from LinkedIn leads using Pabbly Connect. Follow our detailed tutorial for a seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating LinkedIn Leads with Zendesk, first, access Pabbly Connect. This platform allows you to automate tasks between different applications seamlessly. Simply visit the Pabbly Connect homepage and log in using your credentials.

If you are a new user, you can sign up for free and explore the features. Once logged in, you will see the dashboard where you can create workflows to connect LinkedIn Leads and Zendesk.

2. Creating a Workflow in Pabbly Connect

Next, to create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. This is where you will set up the automation between LinkedIn Leads and Zendesk.

• Name your workflow, for example, ‘Create Zendesk User from LinkedIn Leads’.
• Select a folder for your workflow, or create a new one if necessary.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see the automation principles of trigger and action. This is where you will define how the integration works.

3. Setting Up the Trigger with LinkedIn Leads

Now, set up the trigger in Pabbly Connect by selecting LinkedIn Leads as the application. This step is crucial as it defines when the automation will start. Choose the trigger event as ‘New Lead Form Response’ to ensure that every new lead captured will trigger the workflow.

To connect LinkedIn Leads with Pabbly Connect, click on ‘Connect’ and authorize your LinkedIn account. After successful authorization, select your account and lead form from the dropdown menus. This allows Pabbly Connect to access the leads generated through your LinkedIn ads.

4. Creating Users in Zendesk as an Action

In the next step, you will set up the action in Pabbly Connect to create a new user in Zendesk. Select Zendesk as the action application and choose the action event ‘Create User’. This means that whenever a new lead is received, a corresponding user will be created in Zendesk.

• Connect your Zendesk account by entering your username, API token, and subdomain.
• Map the fields such as name, email, and phone number from the lead response.
• Click ‘Save and Send Test Request’ to check if the user is created successfully.

This step ensures that all the lead information is transferred correctly into Zendesk, allowing you to manage customer inquiries effectively.

5. Testing and Verifying the Integration

Finally, you need to test the integration set up through Pabbly Connect. Generate a test lead using your LinkedIn Lead Gen form and ensure that the details are sent to Zendesk. After submitting the test lead, return to Pabbly Connect and view the response from Zendesk.

Once you confirm that the user has been created in Zendesk, you can check your Zendesk account to verify that the new user appears correctly in the customer list. This confirms that your automation is working flawlessly.

Conclusion

In this tutorial, we explored how to integrate LinkedIn Leads with Zendesk using Pabbly Connect. By automating the process, you can manage customer inquiries more efficiently and ensure that no leads are missed. This integration can significantly enhance your customer support workflow.