The Zendesk integration allows you to automatically create tickets in Zendesk using submissions from your Common Ninja forms. This ensures that all user-provided data is transferred into your Zendesk system, streamlining your customer service process.
This article will provide you with the steps on how to Connect Your Zendesk Account to Your Widget:
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In the Common Ninja editor, navigate to the "Integrations" tab. Within the "Customer Relationship Management" section, locate and select the "Zendesk" option.
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In the opened settings, locate the "Zendesk Settings" section. Here, you'll need to enter your Zendesk account name, Client ID, and Client Secret.
For guidance on how to retrieve this information, please refer to the following article:
How to Obtain Your Zendesk Client ID and Client Secret. -
Once you have entered the required details, click the "Connect Widget" button to continue with the integration.
- Next, within the newly displayed section, click on the "Click to Log In" button to connect to your Zendesk help center.
- You will be directed to an authorization page. Here, you need to grant permission for the widget to integrate with Zendesk. Click on the "Allow" button to continue.
- Once the authorization is complete, your Zendesk account will be connected to the widget. From here, new options will appear, allowing you to set the priority of tickets submitted from your form. You can also specify fields from your form to represent the requester’s email and name.
And that's it! Once the integration is complete, any form submitted by your users will automatically create a ticket in Zendesk with the provided information. This integration simplifies the process of managing customer inquiries, ensuring no detail is missed.