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Zoho Desk Integration: The Best Customer Service Help Desk Software

Zoho Desk Integration: Zoho Desk is an online customer service help desk software for happier customers, empowered agents, and healthier businesses. Get a 15-day free trial.

Bit Form is a WordPress form builder plugin that can integrate with over 50+ popular platforms, including Zoho CRM, Zoho Sheet, Zoho Campaign, ActiveCampaign, Airtable, Agiled CRM, Dropbox, Copper CRM, Capsule CRM, HubSpot, Groundhogg, Google Drive, Google Sheet, Zoom, Zoho Recruit, Zoho Desk, Zoho Bigin, WooCommerce, WebHooks, Trello, Telegram, SendFox, Propovoice CRM, Moosend, and MailPoet. This can help you save time and effort, and improve your lead generation and customer management processes.

With the Zoho Desk integration with WordPress form builder, you can automatically create tickets in Zoho Desk. You can easily integrate without any coding. This Documentation goes through the configuration process.

Zoho Desk Integration Tutorial

Authorization of Zoho Desk Integration

To set up the Zoho Desk integration in Bit Form, simply go to the Bit Form plugin and open up the form you want to work on. Then, head to the form settings and look for the integrations section. Click on the plus icon to add a new integration, and search for Zoho Desk from the available options.

Integration Name/Title: Here give the meaningful integration title as per your requirement.

Zoho Desk Integration with Bit Form - Set Integration Name

Data Center: Select a Data Center from the drop-down list.

Zoho Desk Integration with Bit Form - Choose data center

To get your Zoho Desk Client ID and Client Secret, follow these steps:

  • Access Zoho Developer Console: Go to “Zoho Developer Console“.
  • Add Client: Click on “Add Client” and choose “Server-Based Application” as the client type.
  • Name your Application: Provide a descriptive name for your application.
  • Gather Integration Details:
    • Go to your integration’s settings page (separate platform).
    • Copy the Homepage URL from the integration settings.
  • Paste Homepage URL: In the Zoho API Console, locate the “Homepage URL” field and paste the copied URL.
  • Gather Authorized Redirect URIs:
    • Still, on your integration’s settings page, copy the Authorized Redirect URIs.
  • Paste Authorized Redirect URIs: In the Zoho API Console, find the “Authorized Redirect URIs” field and paste the copied URIs.
  • Create Client: Click the “Create” button to finalize the process.
  • Copy Client Credentials: The Zoho API Console will display your “Client ID” and “Client Secret“.
  • Integrate Credentials: Copy and paste these credentials (Client ID and Client Secret) into the designated fields on your integration platform.

Once you have successfully entered your Zoho Desk Client ID & Client Secret, click “Authorize” to proceed. Once you have successfully authorized your account then click on “Next“.

Zoho Desk Integration with Bit Form - Authorization is Success

Portal: Select the Portal from the dropdown.

Zoho Desk Integration with Bit Form - Portal

Department: Select the Department from the dropdown.

Zoho Desk Integration with Bit Form - Department

In the integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in Zoho Desk. The “Contact Name – Last Name”, “Status” and “Subject” field is the default field in Zoho Desk, so you will need to map your form’s “Contact Name – Last Name”, “Status” and “Subject” field to this field in Zoho Desk. You have the option to map additional fields by clicking on the Plus (+) icon.

Zoho Desk Integration with Bit Form - Field Mapping
  • Contact Name – Last Name – Required Field
  • Status – Required Field
  • Subject – Required Field
  • Account Name
  • Account Owner 1
  • Category
  • Channel
  • Checkbox 1
  • Classification
  • Comment
  • Contact Name – First Name
  • custom field
  • Department
  • Description
  • Due Date
  • Email
  • Hours Billable
  • internal
  • Language
  • Multi-Line 1
  • Multiselect 1
  • Multiselect 2
  • Multiselect 3
  • Phone
  • P Name
  • Priority
  • Product Name

Actions

Ticket Owner: Ticket Owner is mandatory in Zoho Desk. You have to select the Ticket Owner from the actions.

Product Name: You can product-wise assign tickets in Zoho Desk. For this, you have to select the Product Name from the actions.

Zoho Desk Integration with Bit Form - Actions - Product Name

Attachment: To send an attachment to the Zoho Desk you have to select the required file upload field from actions.

Zoho Desk Integration with Bit Form - Actions - Attachment

Save Integration

Once you have configured the desired settings for the integration, click the Save & Finish button to save the integration.

Zoho Desk Integration with Bit Form - Finish and Save
Zoho Desk Integration with Bit Form - Integration is Success

Configuring the conditional logic

Now, let’s set up some conditional logic to trigger the integration for the submitted data. To do this, head over to the conditional logic section. You have the option to create a new conditional logic or use an existing one. Make sure to set the Action behavior to “Always” and check the Integration under Additional Actions. Then, select your desired Integration, in this case, “Zoho Desk API“. Once done, just click on Update.

Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration. To see your response, just head over to the Response section in Bit Form, click on your record, and then scroll down. Below your Timeline, click on Show Integration Logs.

Zoho Desk Integration with Bit Form - Responses
Zoho Desk Integration with Bit Form - Integration Log
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