Freshdesk
Google Forms + Freshdesk Integration
Create Tickets, Contacts, Agents and Time Entries in Freshdesk from Google Form submission
What is Form Director?
Form Director is a Google Workspace add-on that directs data submitted from Google Forms to applications like Google Docs, Forms, Sheets, Contacts, Calendar, Tasks, Email, Trello, Slack, QuickBooks etc.
Installation:
It is available in the Google workspace Marketplace.
Please check installation instructions to install the add-on.
What is Freshdesk?
Freshdesk, the online customer engagement solution from Freshworks, lets you streamline your company's customer support using customer service software and helps you to manage your customers as you scale efficiently.
Google Forms to Freshdesk: Use Case(s)
> "Create Ticket" in Freshdesk on Google Form Submission
> "Create Contact" in Freshdesk on Google Form Submission
> "Create Agent" in Freshdesk on Google Form Submission
> "Create Time Entry" in Freshdesk on Google Form Submission
Google Forms
Create a support Ticket on Form Submit
Form Director
Freshdesk
Create Ticket
Choose Freshdesk from the list of apps
Name your service
Choose Create service under services
Configuring Freshdesk
Provide Freshdesk Credentials
Please enter your Freshdesk path.
Provide Freshdesk API key.
Select an entity from the dropdown.
How to find Freshdesk path
In your Freshdesk, below at the left you will see an option "Freshworks Switcher", select it.
You will see Freshdesk in the My Accounts section.
In that, the masked text is the Freshdesk path.
How to get API Key
In the Freshdesk go to your profile -> Profile Settings
In the Profile settings, you will see an option "View API Key".
Select that option and get your Freshdesk API Key.
Mapping
Click Setup Mapping and setup the mapping.
Mapping of form fields to that of app fields is to be done in order to create ticket on form submission.
Click on the add icon to add new mapping
Once you have done mapping you can save the service
Note : Mapping should be done between app field and form field of same type.
Notification
Notify your audience with success or error notifications.
Switch on Send Email to send email during execution.
Email Template
Send your own customized emails on form submission to your audience.
Attachment
Click Pick Drive Files to attach files to Email.
Add attachments from previous service results.
Select the required service result.
Finish setting up
Save service
You are all set to create Ticket on your Google Form submission
Submit the Form
Fill the details and submit the Google Form
See new ticket in Freshdesk
