How do I integrate with Freshdesk?

Freshdesk

With the Freshdesk direct integration, it is now easy to integrate your forms.

Actions

We support the following actions:

• Create a Ticket
• Create or Update a Contact
• Create a Company

Connect your Freshdesk account

1. From the form editor, go to After Submission → Integrations & Webhooks.
2. Under "Direct Integrations" select "Freshdesk".
3. Select an action.
4. Click "Add Account +" and follow the prompts to connect your Freshdesk account.
5. If successful, your account will be connected and automatically selected in the action.
6. Continue setting up the action, if desired.

You can remove or rename your Freshdesk account at any time in your account settings.

Set up an integration action

Since Freshdesk manages support workflows, creating a ticket is a common first stop. Let's cover how to set that up below.

Create a ticket

You are required to fill out the following fields:

• Email - Input the email of your lead, user, or someone else. This is not your own email.
• Subject — Input a subject for the ticket.
• Type - Choose a type.
• Group - Choose a group.
• Description - Input the content of the ticket.

The remaining fields are optional.

Custom fields

Not all field types are supported. Supported field types for tickets and contacts are listed below.

Tickets

• Single-line text
• Multi-line text
• Date
• Number
• Decimal

Contacts

• Single-line-text
• Multi-line text
• Date
• Number
• URL

Gotchas

• Only the first 100 groups are shown when configuring actions.

Feedback

Want to be able to do more with Freshdesk? Let us know at support@paperform.co.