內容簡介
Gravity Forms Zendesk 外掛可以在使用者提交表單時，自動將表單內容提交到 Zendesk。您可以在 Zendesk 中建立一個工單或聯絡人。想知道更多詳情，請造訪crmperks.com。
Zendesk Gravity Forms 建置說明
前往「表單」->「設定」->「Zendesk」並新增帳戶。
前往「表單」->「選擇任意表單」->「設定」->「Zendesk」並建立新的資料餵入。
將相應的 Zendesk 欄位對應到 Gravity Forms 表單欄位。
將測試項目提交到 Zendesk。
前往「表單」->「選擇任意表單」->「設定」->「Zendesk」，並驗證以前已傳送的項目。
連接 Zendesk 帳戶
只需輸入 API 金鑰即可將任何 Gravity Forms 連接到 Zendesk 帳戶。此外，您可以連接多個 zendesk 帳戶。
映射 Zendesk 欄位
只需選擇任何 Zendesk 物件（聯絡人、工單等），然後將 Gravity Forms 表單欄位映射到 Zendesk 物件欄位即可。
手動向 Zendesk 發送項目
使用者提交表單時，自動將 Gravity Forms 項目發送到 Zendesk。此外，您也可以手動將 Gravity Forms 提交項目發送到 Zendesk。
篩選 Zendesk Gravity Forms 項目
將所有 Gravity Forms 項目發送到 Zendesk，或基於使用者輸入篩選要發送到 Zendesk 的項目。例如，僅發送包含工作郵件地址的項目到 Zendesk。
Zendesk Gravity Forms 日誌
查看每個 Gravity Forms 項目的詳細日誌，以查看是否已發送或未發送到 Zendesk，並輕鬆地重新發送 Gravity Forms 項目到 Zendesk。
將資料發送至 Zendesk 工單備註
如果聯絡人表單中有不能對應任何 Zendesk 工單欄位的欄位，您可以將此類欄位作為 Zendesk 工單備註發送。
Zendesk 錯誤報告
如果向 Zendesk 發送項目時出現錯誤，系統會向指定的電子郵件地址發送包含錯誤詳細信息的電子郵件。
在 Zendesk 中建立或更新聯絡人
如果 Zendesk 中已經存在一個工單，則更新它/新增回復，否則在 Zendesk 中創建一個新的工單。
高級版功能
高級版Gravity Forms Zendesk Pro提供以下功能：
自定義欄位，特別是電話號碼欄位。
分配工單給幫手。
Zendesk 工單附件。
設置工單優先順序和工單類型。
當使用者提交表單時，您可以保存 gclid、utm 參數和地理位置。
使用電子郵件或電話號碼查找潛在客戶的電子郵件和電話號碼，當使用者提交聯絡人表單時。
20多個高級插件
需要 Woocommerce 的 Zendesk 外掛嗎？
我們有 Woocommerce 的 Zendesk 外掛。Woocommerce Zendesk
想要將 Gravity Forms 資料發送到其他CRM嗎？
我們有20多個 CRM 的高級 Gravity Forms 外掛。查看所有 CRM Extensions
外掛標籤
開發者團隊
原文外掛簡介
Gravity Forms Zendesk Add-on automatically sends form submissions to Zendesk when someone submits a form. You can create a ticket or Contact in Zendesk. Learn more at crmperks.com
Zendesk Gravity Forms Setup
Go to Forms -> Settings -> Zendesk then add new account.
Go to Forms -> select any form -> Settings -> Zendesk then create new feed.
Map required Zendesk fields to Gravity Forms form fields.
Send your test entry to Zendesk.
Go to Forms -> select any form -> Settings -> Zendesk Logs and verify previously sent entries.
Connect zendesk account
Connect any gravity forms to Zendesk account by simply entering API key. Additionally, you can connect multiple zendesk accounts.
Mapping Zendesk fields
Simply select any Zendesk object(Contact, Ticket etc) then map gravity forms form fields to Zendesk object fields.
Manually send entries to Zendesk
Automatically Send gravity forms entries to Zendesk when user submits form. Also , you can manually send gravity forms submissions to Zendesk.
Filter Zendesk Gravity Forms entries
Either send all gravity forms entries to Zendesk or filter entries sent to Zendesk based on user input. For example , only send that entry to Zendesk which contains work email address.
Zendesk Gravity Forms logs
View a detailed log of each gravity forms entry whether sent or not sent to Zendesk and easily resend gravity forms entry to Zendesk.
Send Data As Zendesk Ticket Notes
if a contact form has fields which can not be mapped to any Zendesk Ticket fields, So you can send such fields as Zendesk Ticket note.
Zendesk Error Reporting
If there is an error while sending an entry to Zendesk, an email containing the error details will be sent to the specified email address.
Create Or Update Contact in Zendesk
If a Ticket already exists in Zendesk, update it/add new reply otherwise create a new Ticket in Zendesk.
Premium Version Features.
Following features are available in premium version Gravity Forms Zendesk Pro.
Custom fields particularly Phone Number fields fields.
Assign Tickets to Agents.
Zendesk Ticket Attachments.
Set Ticket Priority and Ticket Type.
when a user submit a form, you can save gclid, utm parameters and Geo location.
Lookup lead’s email and phone number using email or phone number lookup services when user submits a contact form.
20+ premium addons
Need Zendesk Plugin for Woocommerce ?
We have Zendesk add-on for Woocommerce. Woocommerce Zendesk
Want to send Gravity Forms data to a different crms
We have Premium Gravity Forms add-ons for 20+ CRMs.View All CRM Extensions
