If you want to integrate Freshdesk with eForm to keep your WordPress site running on autopilot, Bit Integrations—the powerful No-Code automation and integrations plugin—will help you to connect Freshdesk with eForm and send data smoothly to save you time and resources.
What is Bit Integrations?
Bit Integrations is a WordPress automation plugin that connects your WordPress site with 240+ apps and platforms, allowing you to automate workflows without coding.
With this automation plugin, you can easily transfer data between tools like CRMs, email marketing platforms, and spreadsheets, streamlining repetitive tasks to save time and increase productivity.
How to Integrate eForm with Freshdesk Using Bit Integrations(Step for Integrations) :
Step 1: Install & Create Integration
To install Bit Integrations on WordPress, go to your dashboard, click Plugins > Add New, search for “Bit Integrations”, install, and activate it.
Then navigate to the Bit Integrations dashboard and click “Create Integration” to set up a new connection.
Note: Try the Bit Integrations pro version on towp.io to easily integrate Freshdesk with eForm. Just install and activate the trigger then configure the trigger, action, and map fields, and finally, send data to Freshdesk using eForm.
Step 2: Choose Your Trigger Integration
Choose eForm as the Trigger in Bit Integrations, this is the option that starts the automation. Select the specific event to start the process. Proceed to the next step.
Step 3: Choose Your Action Integration
Select Freshdesk as the Action, this is where the automation will take place. And then authorize Bit Integrations to connect with Freshdesk. Once connected, you’re ready to proceed.
Step 4: Map Up Your Fields
Match the information from eForm to the fields in Freshdesk. For example, map the “Name” field in eForm to the “Name” field in Freshdesk. Make sure everything is mapped correctly to prevent errors in Freshdesk integration with eForm.
Step 5: Test Your Integration
Start the automation to ensure it works correctly. Then, check Freshdesk to confirm the information was received as expected.If the test works as expected, Your eForm Freshdesk automation is now live!
Troubleshooting Tips :
If Bit Integrations isn’t sending data after setup, try these quick fixes:
Check Trigger & Action: Confirm the right events are chosen and happening in Connect eForm to eForm.
Verify Field Mapping: Ensure each field is correct in eForm with Freshdesk.
Check Reauthorize, Update Plugins, Run a New Test & Clear Caches then Send data to Freshdesk using eForm.
Need More Help?
You’ve successfully connected eForm and Freshdesk with Bit Integrations, Encounter any issues please follow the Documentation on the Bit Integrations website or connect with support.
Integrating eForm with Freshdesk | Step-by-Step Tutorial | Bit Integrations
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