Add all fields to the form, then save and preview. This is an example of a field that you can add to a support ticket to guide user submissions to other products. For a detailed tutorial on how to create forms using the formator, including the types of fields and options available, see the formator documentation section. The
Creating a support ticket submission form is the first step in the magic. It’s like taking a rabbit out of a hat. First, we need the hat provided by the formator (there is nothing here… Not yet!) Now it’s time to add rabbits Step 2: formator and hubspot integration hubspot is inbound marketing, sales and service CRM software. With this tool, you can manage all customer relationships, including tracking interactions with leaders and customers, automating sales and marketing campaigns, sending newsletter emails, and more importantly, this tutorial uses it as a help desk and support ticketing system. The
In this step, the form will be integrated with hubspot, so you must have an account. Male hubspot – inbound marketing, business and service software. The good news is that hubspot’s service center provides all the functions required to launch WordPress support ticketing system for free. Male hubspot service center is free! If you need more functions, such as customer service automation, knowledge base, customer feedback, multi ticket pipeline, etc., you can upgrade later. To get started, we and install the WordPress plug-in for hubspot. The
Male install word press plug-in of hubspot. The easiest way to install a plug-in is to use the word press dashboard. Plug ins > add and enter \
Male login or set up hubspot account in WordPress dashboard. If you want to create a new hubspot account, check the email address during setup to activate the account. Male fill in hubspot’s account setup form. Create and verify accounts through plug-ins or the hubspot website, and set up lists, forms, and so on. Male hubspot creates a list. Learn the tutorials of the Hubspot academy to learn how to use the software, create lists, fill out forms, use support tickets, etc. Please learn how to use androg hubspot and use the Hubspot academy to generate support tickets. After setting the account to hubspot, return to the WordPress site and go to formator> integration. The
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Select the integration option on the screen, and then click activate application to add the integration with hubspot to the form. If you follow the previous step in this guide, hubspot must have set up lists and forms, so the next step is to map the hubspot and formator fields. This will ensure that the data is correctly transferred from the form to the authorization system. Male mapping hubspot and formator fields. \
