HelpSpot Integration

Our HelpSpot integration allows you to collect data on a Form and pass it to your HelpSpot account while also triggering other actions, such as adding the user to a mailing list or your CRM.

 

To add HelpSpot to your form, go into the Form > Settings > Integration > Help Desk > and click the Add button next to HelpSpot. Additionally, you can use the Search bar to easily find the integration. Once you add the Integration, click Settings or Helpspot on the left.

 

We use the public HelpSpot API, so you will need to enter the URL of your HelpSpot installation and then map the fields you want to pass along.  By default, you can pass on Name, Email (required), User ID, Phone, Urgent, Note (required), Attachment and Category. 

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Re-Running the Integration

If an integration fails upon submission, check your integration settings for errors in API or login credentials or in the mapping of form fields. Then, click on a submission in your database. You will see ‘Integration Status’ on the left side of the submission. Click "Run Again". The integration will begin running. If it is successful, a green "Success" message will appear. If it is not, a red "Failed” message will be shown. If this happens, go back to your integration settings and check for other errors in setup.

 

If you choose a HelpSpot Category, you can map the Public fields for that category as well.  Check out the official HelpSpot documentation for info on creating Categories and custom fields.

 

 

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