To integrate your form with Zoho Desk,
Navigate to the
Integrations
tab and click
Zoho Desk
from the left 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.
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 |
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.