Zoho Desk is a context-aware help desk software that helps businesses focus on the customer. It's convenient to use, can be customized to fit any business.
Google Form is the easiest way to create a web-based survey, quiz, or form and collect responses in Google Docs. Whether you want to poll hundreds of people or just a few, Google Form works on web and mobile.Google Forms Integrations
Zoho Desk + Google FormsCreate Response to Google Form from New Ticket in Zoho Desk Read More...
Zoho Desk + Google FormsCreate Response to Google Form from New Contact in Zoho Desk Read More...
Google Forms + Zoho DeskCreate Ticket to Zoho Desk from New Response in Spreadsheet in Google Form Read More...
Google Forms + Zoho DeskUpdate Ticket in Zoho Desk when New Response in Spreadsheet is created in Google Form Read More...
Google Forms + Zoho DeskUpdate Contact in Zoho Desk when New Response in Spreadsheet is created in Google Form Read More...
It's easy to connect Zoho Desk + Google Forms without coding knowledge. Start creating your own business flow.
Triggers when new contact is created.
Trigger when new ticket comes.
Trigger when updated ticket comes.
Triggered when a new response row is added to the bottom of a spreadsheet.
Create an Account
Creates a customer.
Creates a Ticket.
Add comment on a ticket.
Update a contact.
Updates an existing ticket.
Create a new response/entry (row) in a specific spreadsheet.
I will start with a brief introduction of Zoho Desk and Google Forms.
Zoho Desk is an online help desk software that provides the ability to manage customer service and support for small and medium sized businesses. Users can create tickets and assign them to various team members. In addition, users can also create custom fields and use them to organize their data. Also, there are reports available for various aspects of business.
Google Forms is a simple survey top that allows users to create, distribute, cplect responses, and analyze results in a spreadsheet. It’s a great way to capture feedback from customers quickly.
In the body of the article, I will explain how we can integrate Zoho Desk and Google Forms. First, we will create a form in Google Forms that we can use to capture customer information. Then we will connect this form with Zoho Desk, so that once a ticket is created, the info from the Google Form is automatically added to the ticket. Additionally, we will add a thank you note after the ticket is closed, where we can give special offers or coupons to our customers. We will also use a Google Spreadsheet to make a list of all our customers. This spreadsheet will be linked to Zoho Desk, so when a new customer signs up for our services, they automatically get added to the list in Google Spreadsheet.
Because both Zoho Desk and Google Forms have similar features, it’s easy to integrate them together. First, we need to create a Google Form that captures customer info such as phone number and email address, so we can add it to Zoho Desk when creating tickets. The form should look like this:
Next, we need to connect the form with Zoho Desk. To do this, we go back to Zoho Desk and click on “Integrations”. On the next page, click on “Google” and then click on “Connect your forms account”. Afterwards, fplow the instructions given by Zoho Desk and connect your account. Once connected, you can select which form should be tied to each ticket type.
Once the form is connected with Zoho Desk, every time we create a ticket with that type of ticket (e.g., Support Ticket), it will automatically add the information captured from the form. Additionally, if there are any attachments in the form (e.g., images), those attachments will also be automatically added to the ticket.
After the ticket was created, we want to send a thank you note to our customer with some information about the ticket and a special offer/coupon if appropriate. To do so, we go into Zoho Desk and click on “Email Templates”. Then we click on “Create New Email Template” and fill out all the necessary information:
The template has two parts. Before the ticket is created part and After the ticket is created part. Before the ticket is created part will be sent before the ticket is created, and after the ticket is created part will be sent after the ticket was created. In this template, in “Before Ticket Created Part” section we include a link that refers to Google Spreadsheet with all our customers (we will create this spreadsheet later. In “After Ticket Created Part” section we include an image with our company logo, a link to our website, and a link that refers to another Google Form (this form will be used for sending thank you notes. The link that refers to Google Spreadsheet contains parameters that tell Zoho Desk what customer information should be included in the note (customer name, company name, ticket id number. Also note that when you are typing in this link in text area in “After Ticket Created Part” section you can see what text will be included in link by using Ctrl + Space keys on your keyboard! Once you filled out all the required information click on “Save & Close” button at the bottom of page.
Now we need to create a list of all our customers so we can link it with Zoho Desk later. To do so, go back into Google Drive and click on “New” -> “Spreadsheet” -> “Edit” -> “Publish to Web” -> “Start publishing” -> “Publish now”:
Then copy-paste your spreadsheet URL into Zoho Desk form for linking spreadsheets (at the bottom of page when you are setting up email templates):
Click on “Save & Close”:
Now if someone signs up for your services, they automatically get added to list in Google Spreadsheet!
The process to integrate Zoho Desk and Google Forms may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.