Zoho Desk Integration
Integration Setup
To integrate your form with Zoho Desk,
-
Navigate to the Integrations tab and c lick Zoho Desk from the left side menu .
-
Click Integrate .
-
Select a Zoho Desk Portal to integrate your form with. The form entries will be pushed to the Tickets Module in the selected portal by default.
-
Select the Department and Layout .
-
Map the Zoho Desk fields with the corresponding Zoho Forms fields. You can provide custom input for a form field while mapping certain Zoho Desk Fields.
-
To map more fields, click the
icon.
-
You can add a Description to each ticket pushed to Zoho Desk. You can also merge values from your form responses with the Description by clicking the
icon.
-
To send form attachments to Zoho Desk along with the ticket, select Yes under the Attachment section and choose the required attachments to push.
-
Click Integrate to save your settings.
You can configure to receive alert on integration failure .
Supported Field Types
These are the Zoho Forms fields that can be mapped with the respective fields in Zoho Desk.
|
S. No
|
Zoho Desk Field
|
Supported Zoho Forms Fields
|
|
1
|
Single Line
|
Single Line, Multi Line, Name, Address, Phone, Email, Website, Unique ID, Dropdown, Radio, Multiple Choice, Checkbox, Matrix Choice, Image Choices, Number, Decimal, Currency, Slider, Rating, Formula, Date, Time, Date-Time, Referrer Name, IP Address, Terms & Conditions, Added Email ID, Submitter's Location, Submitter's Latitude, Submitter's Longitude
|
|
2
|
Multi Line
|
Single Line, Multi Line, Name, Address, Phone, Email, Website, Unique ID, Dropdown, Radio, Multiple Choice, Checkbox, Matrix Choice, Image Choices, Number, Decimal, Currency, Slider, Rating, Formula, Date, Time, Date-Time, Terms & Conditions, Submitter's Location, Submitter's Latitude, Submitter's Longitude
|
|
3
|
Email
|
Email, Added Email ID
|
|
4
|
Phone
|
Single Line, Phone
|
|
5
|
Pick List
|
Single Line, Dropdown, Radio, Matrix Choice, Name - Salutation
|
|
6
|
Multi Select
|
Multiple Choice, Checkbox, Matrix Choice, Image Choices
|
|
7
|
Date
|
Date,
Single Line
|
|
8
|
Date-Time
|
Date-Time, Single Line
|
|
9
|
Decimal
|
Decimal, Number, Formula, Submitter's Latitude, Submitter's Longitude
|
|
10
|
Percent
|
Decimal, Number, Formula, Submitter's Latitude, Submitter's Longitude
|
|
11
|
Currency
|
Currency, Number
|
|
12
|
Integer
|
Number, Slider, Rating
|
|
13
|
Checkbox
|
Decision Box
|
|
14
|
URL
|
Website
|
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