How to Send Funnel Builder Data to Freshdesk

Freshdesk is a helpdesk platform. If you want Funnel Builder submission synced to Freshdesk, you could pay for a cloud automation service. Or you could do it directly from WordPress. This is the direct route.

Why not just use Zapier?

For connecting Funnel Builder to helpdesk, a cloud automation service adds cost and a dependency on an external server. AFI runs on your site with no task limits.

What you will need

• A WordPress site with Funnel Builder installed and configured.
• A Freshdesk account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Freshdesk to AFI

1. Log in to your Freshdesk account.
2. Go to Profile → API and copy your API Key.
3. In WordPress, go to AFI → Settings → Freshdesk.
4. Enter your domain and API Key, then click Save Changes.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it Funnel Builder to Freshdesk.

2. Pick your trigger

Select Funnel Builder as the form provider. AFI fires when a visitor submits a form or completes a step in a funnel, giving you access to visitor name, email, phone, funnel step, and custom field values.

3. Select Freshdesk as the destination

Choose Freshdesk from the platform dropdown and pick Create Ticket. This creates a support ticket in Freshdesk.

4. Map fields

Match each Freshdesk field on the left to the corresponding Funnel Builder field on the right. Common mappings include visitor name, email, phone, funnel step, and custom field values. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain records? Set up a conditional rule based on any field value.

6. Save and test

Click Save Integration. Trigger a test event in Funnel Builder. Check Freshdesk to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps subject, description, email, and name to Freshdesk with unlimited records. Pro adds custom field mapping and priority settings. No per-record fees on any plan.

Frequently asked questions

Which Funnel Builder events trigger the integration?

AFI fires when a visitor submits a form or completes a step in a funnel. This covers new submissions and relevant status changes.

Will adding this slow down my site?

No. AFI sends data to the destination after the event completes. Your site performance is not affected.

Can I send data to multiple platforms?

Yes. Create a separate integration for each destination, and every record flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect Funnel Builder to Freshdesk in minutes.