How to integrate Google Forms with Zendesk to automatically register Google Forms submissions in Zendesk

Have you ever wanted to reduce the time spent manually adding information received from Google Forms to Zendesk?
By automating the input, not only can you save effort, but you can also expect to shorten administrative work time, allowing you to focus on other tasks.
In this article, we will introduce the method of "Registering Google Form submissions to Zendesk".
Furthermore, by utilizing Yoom, you can integrate apps without code and create flow bots.
We will explain in detail the benefits of integrating Google Forms and Zendesk and the steps to utilize Yoom.

Recommended for

・Those who want to manage support in Zendesk based on customer information registered in Google Forms
・Customer support representatives who feel challenged by manual input and transcription work
・Administrators of companies who want to centrally manage customer interaction history and achieve team collaboration
・Company personnel who want to automate and streamline routine tasks up to inquiry reception management

Benefits and Examples of Integrating Google Forms and Zendesk

Benefit 1: Shortening Customer Response Time

By integrating Google Forms and Zendesk, you can automate the task of manually adding to Zendesk.
This allows you to shorten administrative work time and spend time on other important tasks such as customer response.
For example, suppose you are accepting product inquiries through Google Forms.
Since the form information is automatically registered in Zendesk, you can expect a reduction in input work.
Also, since the inquiry content is immediately added to Zendesk as a ticket, the person in charge may be able to smoothly respond to customers.

Benefit 2: Centralized Management of Customer Data

By integrating Google Forms and Zendesk, it becomes possible to centrally manage Google Form information in Zendesk.
Just by looking at Zendesk, you can check the information from Google Forms, making it easier to share information within the team.
For example, suppose there is a customer who frequently sends inquiries through Google Forms.
In such cases, even if it is not the person who handled it, it is easy to check past interactions, allowing for smooth responses.
As a result, since the team can work smoothly, it may lead to improved team productivity.

Benefit 3: Reducing Input Errors

Since the content of Google Forms can be automatically added to Zendesk, it is possible to prevent input errors and omissions.
For example, suppose you are in an environment where numerous inquiries arrive daily.
In such cases, forgetting to input may lead to missed inquiries, or errors such as registering duplicate content may occur.
By integrating Google Forms and Zendesk, you can expect to prevent such human errors.
You can respond without missing important inquiries, which may ultimately lead to improved customer satisfaction.

Above, we introduced three benefits of integrating Google Forms and Zendesk.
Next, let's talk about Yoom.

[What is Yoom]

How to Create a Google Forms and Zendesk Integration Flow

Now, let's explain the steps to create a flow bot using Yoom to "Register Google Form submissions to Zendesk"!

Note: This is an app available on some paid Zendesk plans.
The paid plan offers a two-week free trial, during which you can use apps that are subject to restrictions.

First, click the banner below to copy the template.

Clicking will take you to the Yoom template site.
Let's click on "Try this template" displayed on the screen.

Then you will be taken to Yoom's workspace, and once it shows that the template copy is complete, click "OK".

That's it, the template has been copied!
The template is saved in Yoom's My Projects.

Step 1: Integrate Google Forms and Zendesk with My Apps

Next, let's register the app with Yoom.
This will allow you to integrate apps and create flow bots.

1. Register Google Forms with My Apps

First, let's integrate Yoom with Google Forms.
Once you can log in to Yoom's workspace, select My Apps and click on New Connection.

Next, select Google Forms in the New Connection for My Apps.

On the screen to integrate Yoom with Google Forms, click "Sign in with Google".

Select the account you want to integrate.

On the Yoom login screen, click "Next".

On the screen where Yoom requests access to your Google account, select "Continue".

That's it, Google Forms has been registered with My Apps.

2. Register Zendesk with My Apps

Next, let's integrate Zendesk with Yoom.
As before, select My Apps from Yoom's workspace and click on New Connection.

Next, select Zendesk in the New Connection for My Apps.

Enter the account name and access token.
For detailed instructions on registering Zendesk with My Apps, please check here.

That's it, Zendesk has been registered with My Apps.

Step 2: Set Up Google Form Trigger

Next, proceed to the Flowbot settings.
Click on "When a form response is submitted".

1.Select Linked Account and Action

・The title can be changed.
・Check the account information linked with Google Forms.
・Select the trigger action "When a form response is submitted".
・Once set, click "Next".

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2.API Connection Settings for App Trigger

・Select the trigger interval from the dropdown.
・You can choose trigger intervals of 5, 10, 15, 30, or 60 minutes.
・Note that the shortest trigger interval varies depending on the plan.
・Enter the Form ID.
・Once entered, run the test.

・If the test is successful and the output is obtained, save it.

As a supplement, here is an explanation about the output.
The output from Google Forms needs to be manually added by clicking "Add value to retrieve".

・Click the + button for the value you want to add.
・Once selected, choose to add it.

・Once added to the output, click the pencil icon to change the item name.
・Once set, save it.
・For instructions on using Google Forms as a trigger to retrieve response content, please check here.

This completes the Google Form trigger setup.

Step 3: Set Up Zendesk Action

Next, click on "Create Ticket".

1. Select Linked Account and Action

・The title can be changed.
・Check the account information linked with Zendesk.
・Select the action "Create Ticket".
・Once set, click "Next".

2. API Connection Settings

・Enter the subdomain, subject, and details.
・Create the details by selecting from the Google Form output.
・Once entered, click test and save if added to Zendesk.

Click save, and once it shows "Setup Complete", click "Turn Trigger ON".

This completes the Flowbot setup!

Other Automation Examples Using Google Forms

Yoom offers a variety of templates.
This time, we will introduce three templates that utilize Google Forms.

‍1. This template automatically registers information submitted through Google Forms into Trello.

Manually entering Google Form data into Trello might lead to input errors or mistakes.
By integrating Google Forms with Trello, you can automate the data entry process and potentially prevent human errors.

2. This is a template for automatically replying to respondents with Gmail when a Google Form is submitted.

If you are manually sending Gmail, it takes time to create an email each time.
In an environment where many Google Forms are submitted, the burden becomes even greater, and there may be instances where you forget to send them.
By integrating Google Forms with Gmail, you can automate the routine task of sending emails, which can improve work efficiency.

3. This is a template that automatically creates an event in Google Calendar and sends a notification to Google Chat when interview reservation information is submitted via Google Forms.

When an interview reservation is made, it is automatically added to the calendar, reducing the risk of forgetting appointments.
Additionally, notifications are sent to the chat tool you normally use, making scheduling easier and potentially improving work efficiency.

Summary

By integrating Google Forms with Zendesk, you can automate data entry tasks and prevent human errors such as input mistakes and omissions.
Additionally, with Zendesk, you can centrally manage information from Google Forms, making it easier to share information within your team.
Furthermore, by utilizing Yoom, you can connect apps without any coding and create flow bots.
Tasks that previously required knowledge and experience for integration can now be performed with simple operations, making it easy for beginners to try.

Why not take this opportunity to integrate Google Forms with Zendesk, automate data entry tasks, and centralize information management?