Integration of 123FormBuilder web forms with the Zendesk help desk

The integration of 123FormBuilder web forms with the Zendesk help desk picks up and sends support tickets to the Zendesk interface, where they are managed like any other Zendesk support ticket. If you use this integration, clients won’t necessarily have to go to your help desk to request support; they will just need to fill out your 123FormBuilder web form, which can be published anywhere on the web. Besides tickets, you may use our integration to create or update organizations, users,  and articles.

Zendesk Application

To enable the Zendesk integration, go to your Integrations section, search for Zendesk using the search bar, and press Connect. The application box will show up on your page. Fill in your Zendesk URL and provide your Zendesk username and token to allow the applications to communicate. Remember to also enable the token access feature in Zendesk for the integration to work properly.

Select the object type you want to create: Ticket, User, Article, or Organization. Click on Customize to create field associations. Match the Zendesk fields on the left side of the lightbox with the 123FormBuilder fields on the right. If you do not match fields that are required in Zendesk, the integration will not work. Save the settings and, from now on, all the messages sent through your form will arrive at your Zendesk help desk.

In the customization lightbox, you can map form fields with default and custom fields from Zendesk. If you want to use Zendesk custom fields, make sure they don’t have the same name as your standard fields in Zendesk, otherwise, their input data will not be sent to Zendesk at all.

123formbuilder zendesk integration

Create Ticket

In the application box, use the dropdown to select Ticket if you want to send form submissions to your Zendesk platform as support tickets. Under Settings, you can opt to send the content of the submission to ticket comments, update ticket, and attach the form submission as a PDF file to the ticket.

In order to update tickets, you’ll need to specify the subject field in the dropdown that appears once the option is checked. If you want to attach the form submission as a PDF file to the ticket, make sure you enable the Attach submission as PDF to the notification email option in Form Settings –Notifications – PDF Options.

If you want to create tickets through submissions, note that Subject, Description, Name, and Email are required fields; Ticket Type, Priority, and Attach File are optional.

123formbuilder zendesk integration

Create User

In the application box, use the dropdown to select User if you want to create a new user in your Zendesk account after each form submission. In the customization lightbox, map the fields for name and email, which are required, and other fields if needed.

Under Settings, you can opt to update users based on the submitted email address on the form. A dropdown will appear below when the option is enabled. Use that dropdown to select the field where the form visitors submit their email address.

123formbuilder zendesk integration

Create Article

In the application box, use the dropdown to select Article if you want to create a new article in your Zendesk account after each form submission. Make sure you map the required fields Section, Language, and Title, followed by the optional fields if needed.

Note: If you create new articles through form submissions in a certain language, you will not find them in Zendesk, unless you select the respective language in the language bar of your Zendesk interface. Articles will be visible in the language they were set.

123formbuilder zendesk integration

Create Organization

In the application box, use the dropdown to select Organization if you want to create a new organization in Zendesk after each form submission. Set the name field as required and make sure you map it in the customization lightbox, together with other optional fields, if needed.

Under Settings, you can opt to update organizations based on their names in your Zendesk account. Tick the checkbox to enable the feature and use the Lookup organization by name dropdown to select the field that will be used to find and update the respective organization.

123formbuilder zendesk integration

2 comments

  1. Hi,

    I am interested in knowing more/testing the platinum edition. We have 11 users, we are about to purchase the Zendesk licenses and I would like to assess the integration of your application.

    Can I have access to a test version?

    Thanks

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Frequently Asked Questions

Here is a list of the most frequently asked questions. For more FAQs, please browse through the  FAQs page.

Is this service free?
Yes, we offer a free form builder service. Just sign up to the Basic plan and you are all set. This plan is forever free, but you are limited with a few features only, such as 5 forms per account, 100 submissions per month and you have to keep the backlink to 123FormBuilder on your forms. Check out our features matrix for more information.
How many forms can I create?
It depends on the service plan you are on. Higher service plans enable more features, including more web forms for your account. If you need more forms, go to the My Account section of your account and click the upgrade button. To create an unlimited number of forms, either upgrade to the Platinum service plan or higher. Consult our features matrix for more information.
How can I publish my forms?
You can publish your forms in many ways, by using their direct URL or HTML link, embedding them with a JavaScript code, Inline HTML or iFrame, using the Facebook app or the WordPress plugin, using popups, the Blogger code snippet and many more. Once you have created and customized your form, go to the Publish section to complete your work. Read more in our documentation.
How do I change my form design?
You can change the design of your form for more information. in the Themes section, which is located in your form settings. We offer a set of more than 30 predefined form themes for your forms, but you can also create your own from scratch. You can customize the submit button, the logo and more. To apply your own stylesheets, all forms come with a custom CSS editor.

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