Tutorials: How to connect to Zendesk
Connecting Zendesk to Groundhogg's Webhook Listener involves setting up a webhook in Zendesk to send data (e.g., ticket events) to Groundhogg, where the Webhook Listener can trigger automations based on that data. Groundhogg's Webhook Listener (available with the Advanced Features extension) allows you to receive external data and map it to contact fields or trigger actions. Below, we'll guide you through the process step-by-step.
Prerequisites
- Zendesk Account: You need admin access to configure webhooks.
- Ensure Groundhogg is active on your WordPress site with the Advanced Features extension enabled (included in premium plans).
Step-by-Step Instructions
1. Set Up the Webhook Listener in Groundhogg
- Visit Groundhogg > Funnels
- Create a New Funnel
- Choose Start from Scratch and give it a name (e.g., “Zendesk Sync”)
- Drag and drop the Webhook Listener Benchmark into the flow
- Click the Webhook Listener to see its settings
- In the Webhook Listener settings, you’ll see a Listener URL (e.g., `https://yourdomain.com/wp-json/groundhogg/v4/webhooks/abc123`). Copy this URL—it’s where Zendesk will send data.
2. Configure the Webhook in Zendesk
- Log in to Zendesk Admin Center
- Go to Admin Center (gear icon) > Apps and Integrations > Actions and Webhooks > Webhooks
- Click Create Webhook
- Create a New Webhook, select a way to connect
Click Trigger or automation, Next
- Name: Give it a name (e.g., “Groundhogg Sync”).
- Endpoint URL: Paste the Listener URL from Groundhogg.
- Request Method: Select POST (Groundhogg’s Webhook Listener expects POST requests).
- Request Format: Choose JSON (Groundhogg works well with JSON payloads)
- Authentication: Leave as None unless you want to add custom headers (see optional step below).
- Send a test by clicking the Test webhook button, a panel will open
- Choose event to test: Custom test
- Change Request JSON body from:
{ "custom": "payload" }
to
{ "email": "test@test.com" }
- Click the Send test button, it should return a 200 OK response
3. Setting up the trigger:
- In the menu > Objects and rules > Business Rules > Triggers
- Click Create trigger button
- Trigger Name: Give it a name (e.g., “Send ticket to Groundhogg”) (Required)
- Description: Enter a description of what this trigger does(e.g., "Sends data to Groundhogg and creates user")
- Trigger category: Select "Notification"(Required)
- Set Conditions, Select Category > Object: Ticket > Ticket Operator: is Value: Created
- Add Action Select Category > Notify By: Active webhook Value: Groundhogg Sync (Name given to the webhook)
- Add into the Method what you would like to pass to Groundhogg. Email is required. Use Zendek's placeholders.
- Save
Finishing up
- Return to the Webhook Listener in your Groundhogg funnel
- Under Request, you should see the data from the last request (e.g., ticket details like `ticket_id`, `subject`, `requester_email`).
Map Data in Groundhogg
- Go to Map Request Fields
- Match the incoming Zendesk data (e.g., `requester_email`) to Groundhogg contact fields (e.g., *Email*).
- Save changes
Test by creating a ticket in Zendesk, with the mapping setup, this new ticket will create a Contact in Groundhogg and pass along additional data you have passed and mapped.
This setup bridges Zendesk’s support capabilities with Groundhogg’s marketing automation, letting you sync customer interactions seamlessly.