Typeform is a web-based platform for building forms for collecting and sharing information. You can create forms in different languages, add calculators for pricing, hide specific fields, and even integrate your forms with other applications easily.
Our extension allows you to seamlessly integrate between your Typeform and ZohoDesk account in minutes via eWidget and map the Typeform forms with different departments in your Zoho Desk account.
If the Zoho Desk administrator installs an extension from the Setup page, the extension is made available to users in the current portal. On the other hand, if the administrator tries to install the extension from the Marketplace site, a list of all the available portals appears, letting the admin choose the one in which the extension must be installed.
1.Select departments and profile whose agents can access the extension.
2.Click Install button to start the authentication process.
3.Click the Accept button to initiate a Zoho Desk connection for authorization.
4.To authenticate Typeform connection, enter the credentials.If you have not created a account in Typeform,you can create at that time.
5.Enter the email address in the User Notification Email id field to receive mail if the ticket is not created in Zoho Desk.
As an administrator you can initiate integration between Typeform and Zoho Desk accounts. Upon configuration, you can invite Typeform users to Zoho Desk, sync the accounts and departments modules and choose the departments you want to create the tickets when a new entry is submitted in the desired Typeform.
1.In Typeform Integration page Click Map Form fields button.
2. You can view the unmapped Typeform form names in ZohoDesk eWidget itself. Select the Typeform Form from the available list to be mapped.
3.You can view the ZohoDesk Departments. Choose the department which fields to be mapped.The page immediately loads and the ticket fields appear after the department selected.
4.There are different fields for each departments.Based on the selected Department the ticket fields and their Typeform field options will appear, according to the field type.
5.Start mapping the Ticket Fields with suitable Typeform fields.
6. Save the mapped fields.
7. The mapped fields will be saved successfully and the mapped form name appears with the department name in the home page with edit and delete option. Once the mapping is completed, the ticket will be created with the mapped particular contact,department,subject,status, etc while submitting the Mapped Typeform.
1.Login to Typeform.
2.Click on New Typeform.
3.Enter Form Name and then click on create.
4.Create Form Fields & set up the conditions according to your requirement.
5.After creating the form, click on publish button..
1.Go to Settings -->Customization -->Layouts & Fields.
2.Then click on field list from the left pane.
3.Click on create or edit fields and then choose the department.
4.Click on next button to proceed further.
5.Add the fields in the layout according to your needs.
6.After adding, click on "save and close" button.
You can edit the mapping fields of Zoho Desk department fields and Typeform fields.
If you don't want to create a ticket for a particular mapped Typeform, you can remove the mapping from eWidget itself.
1.Go to settings -->Marketplace -->All.
2.Click on Installed Extension
3.Then click on Zoho Desk Integration extension.
4.Click Uninstall button to remove the extension from your account.
5. The Webhook in Typeform will be automatically deleted once the extension uninstalled.
