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

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

Have you ever thought about reducing the time spent manually adding information received from Google Forms into 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.
This article introduces the method of "Registering Google Form submissions into 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 with 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 management

Benefits and Examples of Integrating Google Forms with Zendesk

Benefit 1: Shortening Customer Response Time

By integrating Google Forms with Zendesk, you can automate the task of manually adding entries to Zendesk.
This allows you to reduce administrative work time and spend more time on other important tasks such as customer support.
For example, suppose you are accepting product inquiries via Google Forms.
The information from the form is automatically registered in Zendesk, which can reduce the burden of input work.
Additionally, since the inquiry content is immediately added as a ticket in Zendesk, representatives may be able to handle customer interactions smoothly.

Benefit 2: Centralized Management of Customer Data

Integrating Google Forms with Zendesk allows you to centrally manage the information from Google Forms in Zendesk.
You can easily check Google Form information just by looking at Zendesk, making it easier to share information within the team.
For instance, suppose there is a customer who frequently sends inquiries via Google Forms.
Even if the person handling it is not the same, they can easily check past interactions, allowing for smooth handling.
As a result, smooth operations within the team can be expected, potentially leading to improved team productivity.

Benefit 3: Reducing Input Errors

By automatically adding the contents of Google Forms to Zendesk, you can prevent input errors and omissions.
For example, suppose you receive numerous inquiries daily.
In such cases, forgetting to input could lead to missed inquiries, or errors such as registering duplicate content could occur.
Integrating Google Forms with Zendesk can help prevent such human errors.
This ensures important inquiries are not missed, potentially leading to improved customer satisfaction.

These are the three benefits of integrating Google Forms with Zendesk.
Next, let's talk about Yoom.

[What is Yoom]

How to Create a Flow for Integrating Google Forms with Zendesk

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

Note: This app is available on some paid Zendesk plans.
Paid plans offer 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 move 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: Connect Google Forms and Zendesk to My Apps

Next, let's proceed with registering the app in Yoom.
This will allow you to link apps and create flow bots.

1. Register Google Forms in My Apps

First, let's link 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 of My Apps.

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

Select the account you want to link.

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 in My Apps.

2. Register Zendesk in My Apps

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

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

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

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

Step 2: Set Up Google Form Trigger

Next, let's 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 "When a form response is submitted" as the trigger action.
・Once set, click "Next".

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2.App Trigger API Connection Settings

・Select the trigger interval from the dropdown.
・You can choose trigger intervals of 5, 10, 15, 30, or 60 minutes.
・Please 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 note, here's an explanation about the output.
The output of 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 "Create Ticket" as the action.
・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 if added to Zendesk, save it.

Click save, and once it displays "Setup Complete", click "Turn On Trigger".

This completes the Flowbot setup!

Other Automation Examples Using Google Forms

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

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

Manually entering Google Forms data into Trello can lead to input errors and mistakes.
By integrating Google Forms with Trello, you can automate the data entry process and 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 increases further, and you might forget to send them.
By linking Google Forms and Gmail, you can automate the routine task of sending emails and expect improved 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 or omissions.
Additionally, with Zendesk, you can centrally manage information from Google Forms, making it easier for teams to share information.
Furthermore, by utilizing Yoom, you can connect apps and create flow bots without any coding.
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?