To integrate your form with Zoho Desk,
Navigate to the
tab and click
from the left menu.
Select a Zoho Desk
to integrate your form with. The form entries will be pushed to the
Module in the selected portal by default.
Map the Zoho Desk fields with the corresponding Zoho Forms fields. You can provide
a form field while mapping certain Zoho Desk Fields.
To map more fields, click
You can add a
to each ticket pushed to Zoho Desk. You can also merge values from your form responses with the Description by clicking the
To send form attachments to Zoho Desk along with the ticket, select Yes under the
section and choose the required attachments to push.
You can choose to push the Default Template, Custom Template(s), PDFs sent in form submission workflows, and PDFs sent in approval process as attachments to Zoho Desk.
to save your settings.
You can configure to receive alert on integration failure.
Once your integration settings are saved, you can choose to receive an email alert if the integration fails.
To do so,
Click Set Alert in the top-right corner.
Configure the email alert template and click Save.
To stop receiving email alerts on integration failure, click Remove Alert.
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Make the most of Zoho CRM with these useful tips.