Do you need to create a Freshdesk WordPress form? It’s really easy to use information from WordPress forms to create new tickets in Freshdesk.
In this article, we’ll show you the easy way to make a Freshdesk form for your WordPress website.
What Is Freshdesk?
Freshdesk is a customer support platform. It helps you to manage support tickets and create useful documentation for your users.
You can choose from 5 different pricing plans, from the free Sprout plan up to the Forest plan. On Forest, you can set up bots to manage inquiries.
Freshdesk has its own ticket forms, but you can use WPForms to create forms with more features. For example, you can:
- Use conditional logic to hide fields until your visitor needs them
- Create an offline form so you can accept tickets on a spotty internet connection
- Let users upload CSV files to WordPress when they submit a ticket.
Now that you know a little more about Freshdesk, let’s jump in and explore how to make a Freshdesk WordPress form for your support tickets.
How to Make a Freshdesk WordPress Form
We’ll walk through the process of setting this up step-by-step.
In This Article
Let’s get started by installing an easy form builder plugin.
Step 1: Install the WPForms Plugin
The first thing you need to do is install the WPForms plugin.
WPForms makes it easy to create any type of form for your website. You can embed your forms without writing any code.
If you need help installing WPForms, check out this easy tutorial on how to install a plugin in WordPress. Don’t forget to activate the plugin on your WordPress site.
You’ll also need the Zapier addon to connect your form to Freshdesk. To install it, go to WPForms » Addons.
Then find the Zapier addon and click Install Addon.
All done? Now you’re ready to create your first form.
Step 2: Create Your Freshdesk WordPress Form
In the WordPress dashboard menu, under WPForms, click Add New. Then select the template you want to use.
The template will load in the form builder, where you can customize it to suit your business.
For our example, we need to make a few changes to include fields required by Freshdesk, such as:
We can use existing fields for most of these, but we’ll add a Single Line Text field for the Subject. Adding a field is as simple as dragging and dropping it onto your form.
You can also add extra fields to your form. For example, you can accept file uploads or extra information. Just remember that extra fields will be included in email notifications, but they won’t be saved in Freshdesk.
For more tips on how to customize your form, check out our support form tutorial.
Finally, don’t forget to Save your form when you’re happy with the way it looks.
Step 3: Submit a Test Entry
Once your form is ready, you need to submit a test entry to it. This will be an important part of the Zapier setup process, so don’t skip this step!
To submit a test entry, click the Preview button in the form builder.
Then fill out your form and hit submit.
Step 4: Connect WPForms to Zapier
Now you’re ready to log in to Zapier to create your Freshdesk WordPress integration.
In the top left corner, click Create Zap.
This will start the Zapier setup wizard. First, choose WPForms as your trigger app.
Then you’ll need to choose a trigger event. The only option for WPForms is New Form Entry, so go ahead and select it from the dropdown.
Next up, you need to connect your WPForms account to Zapier. Click the Sign in button.
This will open a popup where you need to enter your website’s URL and your Zapier API key.
To find your Zapier API key, go to your WordPress dashboard and navigate to WPForms » Settings » Integrations. Then scroll down to the Zapier section and expand it. Here you’ll see your API key and can copy and paste it into Zapier.
Once you’ve entered all the required information, click Yes, continue.
Now you’ll need to select the support ticket form you created earlier from the dropdown.
Click Continue. Now Zapier will test your connection to WPForms and try to find the test entry you created earlier. Click Test trigger to begin.
If you’ve set everything right so far, you’ll see a success message and your test entry.
Now you’re ready to connect Zapier to Freshdesk. Click Continue again to move to the next step.
Step 5: Connect Freshdesk to Zapier
The second half your Zap involves the action app, which in this case is Freshdesk. Search for and select it from the app options.
Next you’ll need to choose an action event. We want to create a new support ticket in Freshdesk whenever our form is submitted, so we’ll choose Create Ticket from the dropdown.
Click Continue. The next step is to log in to your Freshdesk account. Click the Sign in button.
This will open a popup window where you’ll need to enter your Freshdesk URL and API key. You can find your API key in your Freshdesk Profile Settings.
Once you’ve entered your information, click Yes, Continue.
Now you’ll need to set up your support ticket template by mapping fields from your form to Freshdesk. We mentioned the required fields earlier when we were customizing our support ticket form in WPForms.
Set up your support ticket template, then click Continue again. The final step is to test your Freshdesk connection just like you did for Freshdesk. Click Test action to begin.
If everything is working correctly, you’ll see a success message.
Great! Now you’ve connected WordPress to Freshdesk. Be sure to publish your Zap and embed your form on your website so users can find it.
Next, Create a Change Request Form in WordPress
Now you know how to use WPForms for support tickets. Do you want to explore other ways to get data from your website to your service desk team?
You could use WPForms to create a change request form for your website and send the entries to your support team to prioritize.
Ready to build your form? Get started today with the easiest WordPress form builder plugin. WPForms Pro includes a template for support tickets and offers a 14-day money-back guarantee.