How to integrate Wix with Zendesk to automatically add a ticket in Zendesk when a form is submitted from Wix

The form set up as a contact point on our company website is a valuable place where we can gather customer opinions and requests. However, when there is a high volume of inquiries, it may become cumbersome to check them all.
Additionally, inquiries that are of high importance or require a quick response need to be managed separately. As a result, some people may be manually transferring them to other tools.

Therefore, this time, we have integrated with Zendesk to make managing inquiries sent from Wix forms easier!
First, we will introduce two specific possibilities and benefits of integrating Wix with Zendesk.

Benefits of Integrating Wix with Zendesk

Benefit 1: Reduce Effort and Increase Management Efficiency

By implementing this integration, inquiries sent from Wix forms can be automatically added as tickets in Zendesk.
This eliminates the need to manually transfer messages sent from the form, preventing human errors such as typing mistakes that can occur with manual entry.
Moreover, since customer inquiries are added to Zendesk in real-time, management should become easier. It is expected that the risk of missing responses due to oversight will also be reduced.

Benefit 2: Strengthen Team Collaboration

By registering inquiries as tickets in Zendesk, it becomes easy to categorize them by priority and type of response.
This makes it easier to identify high-priority tickets and determine who should respond to which ticket. As a result, team collaboration should become smoother.
Furthermore, for complaints or inquiries requiring complex responses, adding details to the ticket history will make it easier for the entire team to understand.

What is Yoom?

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Next, we will introduce how to create a Flowbot in Yoom, which allows app integration without programming, to "add to Zendesk when a form is submitted in Wix."
After registering with Yoom, please try creating one!

【Please Note】

※Zendesk is only available on some paid plans.
※A free trial of the paid plan is available for two weeks.

The above Flowbot template can be copied from below.

1. Click on "View Details" on the top banner
2. Click on "Try this template" at the bottom of the transitioned screen
3. Register for Yoom
‍

※ If you have already completed registration, the login screen will be displayed, so please log in.

How to Create a Flow for Integrating Wix and Zendesk

Step 1: Integrate Wix and Zendesk with My Apps

The template is copied, and the screen will look like the above.
Since you have transitioned to the Yoom page called "My Projects", please select "My Apps" from the menu on the left side of the screen.

First, integrate Yoom with each tool. Click "New Connection" at the top right.

Integration of Wix and Yoom

1. Search
‍Enter "Wix" in the displayed box and click the Wix icon.‍

2. Enter Required Fields

Follow the supplement at the top and enter the required fields.

An API key from Wix is needed for the access token. For more details, please see the Wix API Key Acquisition page.
Also, for the account ID, please see the Wix Account ID Acquisition page.‍

3. Integration Complete

Once the required fields are entered, press the add button at the bottom right.
If the above display appears, the integration is complete.

Integration of Zendesk and Yoom

1. Search
‍Enter "Zendesk" in the search box and click the Zendesk icon.

2. Enter Required Fields

Use Base64 encoding to enter the required fields.

Log in to Zendesk with administrator privileges.
For more details, please check the Zendesk My App Registration Method.
Also, please check About Base64 Encoding.

3. Add
‍Once the required fields are entered, click add at the bottom right.

If the above display appears, the integration is complete.

This completes the integration of Wix and Zendesk with My Apps.
Next, use the template copied to My Projects to create a flow bot.
If it hasn't been copied yet, please copy the flow bot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try this template" on the page you moved to
3. Register for Yoom
* If you have already registered, the login screen will be displayed, so please log in. Step 2: Setting up to receive content sent from Wix 1. Open My Projects
Open "My Projects" from the menu on the left side of the screen.
2. Open the copied template
‍Click on "Add to Zendesk when a form is submitted in Wix".‍ 3. Select an app trigger
‍Select "When a form is submitted" from the Wrike icon.
Since the title and other details are pre-entered, press Next.‍ 4. Set up the Webhook
Let's set up the Webhook.
By doing this setup, you will be able to add data sent from Wix to Zendesk in real-time. For more details on how to set it up, please check the Wix Webhook Setup Page. 5. Send from Wix's form
Conduct a data test. Open the Wix page in another tab and send a test inquiry from Wix's form. 6. Execute the test
Return to Yoom and press the test button.
If "Test Successful" is displayed, the trigger setup is complete. Save it. Step 3: Setting up to add to Zendesk tickets 1. Select an action
‍Click on "Update ticket status" from the Zendesk icon.
Press Next.‍ 2. Enter the subdomain
Enter the subdomain according to the notes at the bottom of the box.‍ 3. Confirm the subject and details
Confirm the subject and details.
Since you are using a template, the setup is already complete. Therefore, just confirm the content. If you want to make changes or additions, you can also reconfigure it.
Click the box.
Select the Wix icon.
Since the Wix form data will be displayed, click to insert the data you want to reflect in the Zendesk ticket.‍ 4. Arrange the layout
Immediately after insertion, it looks like the above. To make it easier to read, arrange the layout using symbols, etc. 5. Execute the test
‍Once the setup is complete, press the test button.
If "Test Successful" is displayed, it's complete. Click Save. 6. Turn the trigger ON When the creation of the flow bot is complete, the above display will appear.
The trigger is initially set to OFF, so turn it ON. The flow bot template used this time
Add to Zendesk when a form is submitted in Wix

Other Automation Examples Using Wix

There are many other examples of automation using Wix on Yoom, so here are a few introductions.

1. Add to Trello When a Form is Submitted on Wix

Trello makes task management easier, allowing for better organization of inquiries submitted from Wix and easier assignment to the appropriate personnel.

2. Add to Notion when a form is submitted on Wix

How about adding it to Notion for accumulating and analyzing inquiry data? It should make data management easier for your team.

3. Add to Sasuke when a form is submitted on Wix

Information obtained from forms is valuable leads. Integrate with Sasuke to store lead information. This saves time by eliminating the need for manual input.

Summary

Accurate responses to inquiries can lead to customer satisfaction. Additionally, it is preferable to have a quick response time whenever possible.
Why not aim to improve the efficiency of handling inquiries by implementing automation this time? It will save you the trouble of manual transcription and should also facilitate better team collaboration.
It also serves as a review of your workflow, so please give it a try.