How To Make A Freshdesk WordPress Form? [Easy Steps]

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Last Updated: April 2024

Hey there!

Are you looking to streamline your customer support on your WordPress website? Well, you’re in luck because today we’re diving into the world of Freshdesk WordPress forms.

These nifty forms allow you to seamlessly integrate Freshdesk’s powerful ticketing system into your WordPress site, making it a breeze to manage customer inquiries and provide top-notch support.

But before we get started, here’s an eye-opening stat: According to a recent survey, an overwhelming majority of 93% of customer support teams agree that the expectations of today’s consumers have reached unprecedented levels.

So, let’s explore how you can join the ranks of satisfied customers by learning how to make Freshdesk forms!

Benefits Of Making Freshdesk WordPress Forms

Freshdesk WordPress forms offer a multitude of benefits that can level up your customer support game.

  • Integrates with Freshdesk ticketing system: First and foremost, they seamlessly integrate Freshdesk’s robust ticketing system into your WordPress site, giving you a centralized platform to manage all customer inquiries. This means no more switching between different tools or platforms!
  • Enhances user experience: Additionally, these forms enhance the overall user experience by allowing customers to submit support tickets directly from your website, eliminating any unnecessary friction.
  • Streamlined support process: With Freshdesk WordPress forms, you can streamline your support process, increase efficiency, and provide prompt and personalized assistance to your valued customers. It’s a win-win situation for everyone involved!

While Freshdesk provides its own ticket forms, WPForms takes it a step further by offering additional features to enhance your form-building experience.

With WPForms, you can take advantage of conditional logic, allowing you to display specific fields only when your visitors need them, making the form more user-friendly. Furthermore, you can create an offline form, ensuring that you can still accept tickets even with an unreliable internet connection.

Another great feature is the ability to allow users to upload CSV files directly to WordPress when submitting a ticket. Now armed with this knowledge, let’s dive into the process of creating a Freshdesk WordPress form for your support tickets.

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Five Easy Steps To Make Freshdesk Forms

Alright, let’s kick things off by installing a user-friendly form builder plugin.

Step 1: Get Started – Installing the WPForms Plugin

To get started, installing the WPForms plugin is the first step.

make freshdesk forms
Source: wpforms.com

With WPForms, you can effortlessly create various types of forms for your website and embed them without any coding required.

If you need guidance on installing WPForms, refer to a simple tutorial on how to install a plugin in WordPress. Additionally, don’t forget to activate the plugin on your WordPress site.

To connect your form to Freshdesk, make sure to install the Zapier addon by navigating to WPForms » Addons.

make freshdesk forms
Source: wpforms.com

Next, locate the Zapier addon and simply click on “Install Addon.”

make freshdesk forms
Source: wpforms.com

Great job! With everything set up, you’re now prepared to create your very first form.

Step 2: Crafting Your Freshdesk WordPress Form

Crafting your Freshdesk WordPress form is easy with WPForms. Start by accessing the WordPress dashboard menu and clicking on “Add New” under WPForms.

make freshdesk forms
Source: wpforms.com

Choose the Support Ticket Form template from the available options. In the form builder, you can customize the template to fit your business needs.

make freshdesk forms
Source: wpforms.com

To include the required fields for Freshdesk, such as subject, email, and description, you can either utilize existing fields or add a Single Line Text field for the Subject.

make freshdesk forms
Source: wpforms.com

Adding fields is a simple drag-and-drop process, and you can even incorporate additional fields for file uploads or extra information (though note that these won’t be saved in Freshdesk). Remember to save your form once you’re satisfied with its appearance. For more guidance on customization, be sure to check out this support form tutorial.

make freshdesk forms
Source: wpforms.com

Step 3: Test Your Form by Submitting an Entry

After completing the form setup, it’s crucial to submit a test entry to ensure everything is working smoothly. Skipping this step could cause issues during the Zapier setup process, so it’s important not to overlook it!

To submit a test entry, simply click the “Preview” button within the form builder.

make freshdesk forms
Source: wpforms.com

Fill out the form with the necessary details, and when you’re ready, hit the “Submit” button to test it out.

make freshdesk forms
Source: wpforms.com

Step 4: Linking WPForms with Zapier

To initiate the Freshdesk WordPress integration, log in to Zapier and click on “Create Zap” located in the top left corner.

make freshdesk forms
Source: wpforms.com

This will launch the Zapier setup wizard. Firstly, select WPForms as your trigger app.

make freshdesk forms
Source: wpforms.com

And choose “New Form Entry” as the trigger event from the dropdown menu.

make freshdesk forms
Source: wpforms.com

Next, establish a connection between your WPForms account and Zapier by clicking on the “Sign in” button.

make freshdesk forms
Source: wpforms.com

Provide your website’s URL here along with the Zapier API key. To locate your Zapier API key, head to your WordPress dashboard and navigate to WPForms » Settings » Integrations.

Expand the Zapier section, and you’ll find your API key. Copy and paste it into Zapier when prompted.

make freshdesk forms
Source: wpforms.com

Once you have provided the required information, proceed by clicking on “Yes, continue“.

make freshdesk forms
Source: wpforms.com

Now, select the support ticket form you created earlier from the available options, and click “Continue“.

make freshdesk forms
Source: wpforms.com

Zapier will now test the connection with WPForms and attempt to locate the test entry you submitted earlier. To begin the test, simply click on the “Test trigger” button.

make freshdesk forms
Source: wpforms.com

If everything is set up correctly, you’ll receive a success message along with the details of your test entry.

make freshdesk forms
Source: wpforms.com

With that done, it’s time to establish the connection between Zapier and Freshdesk. Click “Continue” once again to move to the next step.

Step 5: Link Freshdesk with Zapier

To complete the second half of your Zap, which involves the action app (Freshdesk), search for Freshdesk among the available app options and select it.

make freshdesk forms
Source: wpforms.com

Now it’s time to choose an action event, so opt for “Create Ticket” from the dropdown menu. Click “Continue” to proceed.

make freshdesk forms
Source: wpforms.com

Next, log in to your Freshdesk account by clicking the “Sign in” button.

make freshdesk forms
Source: wpforms.com

A popup window will appear, prompting you to enter your Freshdesk URL and API key. Retrieve your API key from your Freshdesk Profile Settings. Once you’ve provided the necessary information, click “Yes, Continue” to move forward.

make freshdesk forms
Source: wpforms.com

The next step involves setting up your support ticket template by mapping the fields from your form to Freshdesk. Remember the required fields we mentioned when customizing the support ticket form in WPForms? Now is the time to configure your support ticket template accordingly.

make freshdesk forms
Source: wpforms.com

After setting it up, click “Continue” once again. The final step is to test your Freshdesk connection, similar to what you did with WPForms. Click “Test action” to initiate the test.

make freshdesk forms
Source: wpforms.com

If everything is functioning correctly, you’ll receive a success message.

make freshdesk forms
Source: wpforms.com

Fantastic! You’ve successfully connected WordPress to Freshdesk. Don’t forget to publish your Zap and embed your form on your website, allowing users to easily access it.

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Why Freshdesk Is Not Best For Making WordPress Forms?

Freshdesk, while a powerful customer support tool, may not be the optimal solution for creating WordPress forms. There are a few drawbacks to consider.

  • Lack of flexible features: Firstly, Freshdesk’s built-in ticket forms may lack the flexibility and advanced features offered by dedicated form builders like WPForms.
  • Limited customizations: Additionally, customizing form fields to meet specific requirements, such as conditional logic or offline form capabilities, may be limited within Freshdesk.
  • Complex integration: Lastly, integrating Freshdesk with WordPress forms through Zapier adds an extra layer of complexity and may require additional setup steps.

Considering these limitations, exploring alternative form builder plugins specifically designed for WordPress could be a more suitable choice.

Also, learn about the 6 Best Shopify Form Builder Apps in 2024

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Smartly Automate What Is Possible

Saufter: Simplifying Customer Support.

saufter

It is a powerful customer support helpdesk software designed to elevate your customer service experience. With a focus on efficiency and effectiveness, it provides a comprehensive solution for managing and resolving customer queries and issues.

Key Features

    • Pre-built E-commerce Automation: Effortlessly handle returns/exchanges, order modifications, shipment delays, and custom triggers.
    • SaaS Automation: Address login issues, manage plan change requests, and efficiently handle bug reporting.
    • 24/7 Order Monitoring: Constantly monitor orders to ensure timely updates and smooth transactions.
    • Self-Service: Empower customers with self-service options, reducing the need for direct assistance.
    • Omnichannel Support: Seamlessly handle customer queries across multiple channels, including email, live chat, phone calls, Facebook, and social media, all in one centralized platform.

Final Words

In conclusion, creating Freshdesk WordPress forms can greatly enhance your customer support capabilities on your website. While there may be some limitations to using Freshdesk for form creation, the integration with Zapier allows for seamless connectivity and automation. By streamlining your support ticket process and providing a user-friendly experience, you can boost customer satisfaction and loyalty.

Remember, 75% of consumers believe that it takes too long to reach a live agent, emphasizing the importance of efficient support systems. So, give Freshdesk WordPress forms a try and revolutionize your customer service.

As seen earlier, from pre-built e-commerce automation to SaaS automation, 24/7 order monitoring, self-service options, and seamless omnichannel support, Saufter empowers your support team to deliver exceptional service and ensures customer satisfaction.

Say goodbye to scattered conversations and manual processes – embrace Saufter and revolutionize your customer support operations. Try its 15-day free trial now.

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