Description
Gravity Forms Zendesk Add-on automatically sends form submissions to Zendesk when someone submits a form. You can create a ticket or Contact in Zendesk. Learn more at crmperks.com
Zendesk Gravity Forms Setup
Go to Forms -> Settings -> Zendesk then add new account.
Go to Forms -> select any form -> Settings -> Zendesk then create new feed.
Map required Zendesk fields to Gravity Forms form fields.
Send your test entry to Zendesk.
Go to Forms -> select any form -> Settings -> Zendesk Logs and verify previously sent entries.
Connect zendesk account
Connect any gravity forms to Zendesk account by simply entering API key. Additionally, you can connect multiple zendesk accounts.
Mapping Zendesk fields
Simply select any Zendesk object(Contact, Ticket etc) then map gravity forms form fields to Zendesk object fields.
Manually send entries to Zendesk
Automatically Send gravity forms entries to Zendesk when user submits form. Also , you can manually send gravity forms submissions to Zendesk.
Filter Zendesk Gravity Forms entries
Either send all gravity forms entries to Zendesk or filter entries sent to Zendesk based on user input. For example , only send that entry to Zendesk which contains work email address.
Zendesk Gravity Forms logs
View a detailed log of each gravity forms entry whether sent or not sent to Zendesk and easily resend gravity forms entry to Zendesk.
Send Data As Zendesk Ticket Notes
if a contact form has fields which can not be mapped to any Zendesk Ticket fields, So you can send such fields as Zendesk Ticket note.
Zendesk Error Reporting
If there is an error while sending an entry to Zendesk, an email containing the error details will be sent to the specified email address.
Create Or Update Contact in Zendesk
If a Ticket already exists in Zendesk, update it/add new reply otherwise create a new Ticket in Zendesk.
Premium Version Features.
Following features are available in premium version Gravity Forms Zendesk Pro.
Custom fields particularly Phone Number fields fields.
Assign Tickets to Agents.
Zendesk Ticket Attachments.
Set Ticket Priority and Ticket Type.
when a user submit a form, you can save gclid, utm parameters and Geo location.
Lookup lead’s email and phone number using email or phone number lookup services when user submits a contact form.
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