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Freshdesk Integrations

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Freshdesk Integration: The Best Way to Automate Your WordPress Workflow

Freshdesk Integration: Freshdesk helps you get everything you need to quickly resolve small issues, or effectively manage complex resolutions that span different teams and time. Whether it managing tickets, automating workflows, or engaging with customers in real-time, Freshdesk provides the tools and flexibility to meet the evolving demands of modern customer service.

Bit Integrations is a WordPress plugin that allows you to automate and integrate your WordPress form builders and other plugins with Freshdesk. This can save you time and effort, and improve your lead generation and customer management processes. Bit Integrations supports a wide range of WordPress plugins, such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form, Beaver Builder, Divi, Brizy, BuddyBoss, WooCommerce, WordPress User Registration, LearnDash LMS, LifterLMS, Memberpress, GiveWP, Easy Digital Downloads, AffiliateWP and many more so you can use it to automate and integrate your WordPress plugins with Freshdesk.

Freshdesk Integration Tutorials

Authorization of Freshdesk Integration

First, you have to select Freshdesk from the actions page. To do this open your Bit Integrations dashboard then click on the Create Integration button now the Trigger page will open select any trigger from the list such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form. Then proceed to next and the action page will open. Now Search and select Freshdesk from the action page.

Freshdesk Integrations

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

Freshdesk Integrations - Set Integrations Name

To get your Freshdesk Your App Domain and App API key, follow these steps:

1. Locate Your App Domain:

  • Access your Freshdesk account.
  • Copy the URL displayed in your browser’s address bar (e.g., https://bitcode-help.freshdesk.com/).
  • Paste the copied App Domain into the designated “App Domain” field within the integrations you’re setting up.

2. Retrieve Your App API Key:

  • Within your Freshdesk account, click on your profile icon, situated in the top right corner.
  • Select “Profile Settings” from the options that appear.
  • Locate your App API key, prominently displayed on the top right side of the Profile Settings page.
  • Copy this key.
  • Paste the copied App API key into the designated “App API key” field within the integrations you’re configuring.

Once you have successfully entered your Freshdesk Your App Domain and App API key, click “Authorize” to proceed. Then click Next.

Freshdesk Integrations - Click on the Next button

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 Freshdesk. The “email”, “subject” and “description” fields are the default fields in Freshdesk, so you will need to map your form’s “email”, “subject” and “description” fields to this field in Freshdesk.

Freshdesk Integrations - Field mapping
  • email – Required Field
  • subject – Required Field
  • description – Required Field
  • name
  • phone

Show contact field: You can easily map Freshdesk contacts with your form/task field by enabling this option. Don’t forget to map all the mandatory fields with their corresponding fields. The “Name” and “Email” fields are the mandatory fields in Freshdesk

Freshdesk Integrations - Show Contact Field
  • Name – Required Field
  • Email – Required Field
  • Phone
  • Address
  • Description
  • Job_title

Actions

Status: Status is mandatory in Freshdesk. You have to select the status from the actions.

status-action

Priority: Priority is also mandatory in Freshdesk. You have to select the status from actions.

priority-actions

Photo: You have the option to easily add a profile photo for any contact on your Freshdesk using our Bit Integration. All you have to do is hover over the “Photo” action, map the relevant field, and click on the “Photo” action again to upload a photo from the Form/Task to your Freshdesk. The image will then be automatically set as the profile photo for the contact or ticket in Freshdesk.

file-actions

File: This action sends attachments from your Form/Task to Freshdesk. After mapping the relevant fields, click the action ‘File‘ to send any file from your Form/Task to Freshdesk. Now click on ‘Save’. You can now directly check the file attachments from your Freshdesk.

file-actions

Update: You can also update the submitted data by enabling the action called Update. Suppose the user already submitted data under an email address. Again they want to submit data under the same email, if the action is enabled then the new data will be updated regarding that email address.

update-actions

Conditional Logics

With this feature, you can incorporate conditions into the integration process. When the specified conditions align, the data will be transmitted to your Freshdesk. For additional details, we recommend consulting our documentation regarding conditional logic. After you have configured your conditional logic, click Next to continue.

Conditional-Logics

Integration Save

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

Freshdesk Integrations Finish and Save

Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration.

Freshdesk Integrations - Timeline
Freshdesk Integrations - Integrations is Successful

Use Case

Bit Form with Freshdesk

Bit Form Integration with Freshdesk using Bit Integrations. When a Bit Form is submitted, then a new ticket will be automatically created in Freshdesk.

Elementor Form with Freshdesk

Elementor Form Integration with Freshdesk using Bit Integrations. When an Elementor Form is submitted, then a new ticket will be automatically created in Freshdesk.

Gravity Forms with Freshdesk

Gravity Forms Integration with Freshdesk using Bit Integrations. When a Gravity Forms is submitted, then a new ticket will be automatically created in Freshdesk.

WPForms with Freshdesk

WPForms Integration with Freshdesk using Bit Integrations. When a WPForms is submitted, then a new ticket will be automatically created in Freshdesk.

Contact Form 7 with Freshdesk

Contact Form 7 Integration with Freshdesk using Bit Integrations. When a Contact Form 7 is submitted, then a new ticket will be automatically created in Freshdesk.

WooCommerce with Freshdesk

WooCommerce Integration with Freshdesk using Bit Integrations. When a user creates a customer or creates a product in WooCommerce, then a new ticket will be automatically created in Freshdesk.

Ninja Forms with Freshdesk

Ninja Forms Integration with Freshdesk using Bit Integrations. When a Ninja Forms is submitted, then a new ticket will be automatically created in Freshdesk.

Forminator Forms with Freshdesk

Forminator Forms Integration with Freshdesk using Bit Integrations. When a Forminator Forms is submitted, then a new ticket will be automatically created in Freshdesk.

Formidable Forms with Freshdesk

Formidable Forms Integration with Freshdesk using Bit Integrations. When a Formidable Forms is submitted, then a new ticket will be automatically created in Freshdesk.

Fluent Forms with Freshdesk

Fluent Forms Integration with Freshdesk using Bit Integrations. When a Fluent Forms is submitted, then a new ticket will be automatically created in Freshdesk.

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