Five Easy Steps To Make Freshdesk Forms

Alright, let’s kick things off by installing a user-friendly form builder plugin.

Step 1: Get Started – Installing the WPForms Plugin

To get started, installing the WPForms plugin is the first step.

With WPForms, you can effortlessly create various types of forms for your website and embed them without any coding required.

If you need guidance on installing WPForms, refer to a simple tutorial on how to install a plugin in WordPress. Additionally, don’t forget to activate the plugin on your WordPress site.

To connect your form to Freshdesk, make sure to install the Zapier addon by navigating to WPForms » Addons.

Next, locate the Zapier addon and simply click on “Install Addon.”

Great job! With everything set up, you’re now prepared to create your very first form.

Step 2: Crafting Your Freshdesk WordPress Form

Crafting your Freshdesk WordPress form is easy with WPForms. Start by accessing the WordPress dashboard menu and clicking on “Add New” under WPForms.

Choose the Support Ticket Form template from the available options. In the form builder, you can customize the template to fit your business needs.

To include the required fields for Freshdesk, such as subject, email, and description, you can either utilize existing fields or add a Single Line Text field for the Subject.

Adding fields is a simple drag-and-drop process, and you can even incorporate additional fields for file uploads or extra information (though note that these won’t be saved in Freshdesk). Remember to save your form once you’re satisfied with its appearance. For more guidance on customization, be sure to check out this support form tutorial.

Step 3: Test Your Form by Submitting an Entry

After completing the form setup, it’s crucial to submit a test entry to ensure everything is working smoothly. Skipping this step could cause issues during the Zapier setup process, so it’s important not to overlook it!

To submit a test entry, simply click the “Preview” button within the form builder.

Fill out the form with the necessary details, and when you’re ready, hit the “Submit” button to test it out.

Step 4: Linking WPForms with Zapier

To initiate the Freshdesk WordPress integration, log in to Zapier and click on “Create Zap” located in the top left corner.

This will launch the Zapier setup wizard. Firstly, select WPForms as your trigger app.

And choose “New Form Entry” as the trigger event from the dropdown menu.

Next, establish a connection between your WPForms account and Zapier by clicking on the “Sign in” button.

Provide your website’s URL here along with the Zapier API key. To locate your Zapier API key, head to your WordPress dashboard and navigate to WPForms » Settings » Integrations.

Expand the Zapier section, and you’ll find your API key. Copy and paste it into Zapier when prompted.

Once you have provided the required information, proceed by clicking on “Yes, continue“.

Now, select the support ticket form you created earlier from the available options, and click “Continue“.

Zapier will now test the connection with WPForms and attempt to locate the test entry you submitted earlier. To begin the test, simply click on the “Test trigger” button.

If everything is set up correctly, you’ll receive a success message along with the details of your test entry.

With that done, it’s time to establish the connection between Zapier and Freshdesk. Click “Continue” once again to move to the next step.

Step 5: Link Freshdesk with Zapier

To complete the second half of your Zap, which involves the action app (Freshdesk), search for Freshdesk among the available app options and select it.

Now it’s time to choose an action event, so opt for “Create Ticket” from the dropdown menu. Click “Continue” to proceed.

Next, log in to your Freshdesk account by clicking the “Sign in” button.

A popup window will appear, prompting you to enter your Freshdesk URL and API key. Retrieve your API key from your Freshdesk Profile Settings. Once you’ve provided the necessary information, click “Yes, Continue” to move forward.

The next step involves setting up your support ticket template by mapping the fields from your form to Freshdesk. Remember the required fields we mentioned when customizing the support ticket form in WPForms? Now is the time to configure your support ticket template accordingly.

After setting it up, click “Continue” once again. The final step is to test your Freshdesk connection, similar to what you did with WPForms. Click “Test action” to initiate the test.

If everything is functioning correctly, you’ll receive a success message.

Fantastic! You’ve successfully connected WordPress to Freshdesk. Don’t forget to publish your Zap and embed your form on your website, allowing users to easily access it.

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