Gravity Forms Help Scout

Support requests that arrive through website forms often end up in an inbox, where they are easy to miss or hard to sort. Gravity Forms Help Scout addresses this by sending submissions straight into Help Scout as tickets. Your team sees each request in its help desk, with the details the customer entered, and does not have to copy anything over by hand.

You choose how each form behaves. Tickets can go to a specific mailbox or be assigned to a particular Help Scout user, and merge tags let you shape the ticket content. Conditional logic from Gravity Forms decides when a ticket is created. The add-on can also update customer details in Help Scout when a form is submitted, which keeps profiles current.

Features

• Automatic ticket creation: Form submissions are converted into Help Scout support tickets, so each customer query from your website reaches your help desk and is not left sitting in an email inbox.
• Assign tickets to a mailbox: New tickets can be routed to a designated mailbox in Help Scout, which helps keep requests organized by team or topic from the moment they arrive.
• Assign tickets to a user: Tickets can be given directly to a specific Help Scout user, so the right person handles the request and it is clear who is responsible.
• Merge tags for ticket content: Use merge tags to define what goes into each ticket, giving support agents the context from the form without having to ask the customer again.
• Customer profile updates: When a form is submitted, customer details in the matching Help Scout profile can be updated, which keeps your customer records accurate over time.
• Conditional logic support: Gravity Forms conditional logic lets you create tickets only when certain criteria are met, so your help desk receives the submissions that need attention.
• Works with your forms: The add-on runs inside WordPress alongside Gravity Forms and fits a range of form setups, including those that accept file attachments.

Best for

• WordPress sites already using Gravity Forms for contact requests
• Support teams that manage customers in Help Scout
• Agencies connecting client forms to a help desk