Solving Zendesk Field Visibility Issues with Zapier-SurveyGizmo Integrations

Integrating diverse platforms to streamline workflows is a common practice in modern businesses. One such integration involves using SurveyGizmo (now Alchemer) to collect data and Zapier to automate the transfer of this data into Zendesk. However, a frequent obstacle that users encounter is that certain fields from SurveyGizmo may not appear in Zendesk, despite being sent through Zapier. This problem can be a significant hindrance to efficient customer service and data management, but with the correct approach, resolving this issue is manageable.

Firstly, it's crucial to ensure that the SurveyGizmo form is properly configured. Every field that needs to be transferred to Zendesk must be correctly labeled and must be set to collect the required data. If a field is missing or not set to collect data, it won't be sent to Zapier, and consequently, it will not appear in Zendesk.

Once you have verified that the SurveyGizmo form is correctly configured, the next step is to investigate the Zap trigger. Within your Zapier account, assess the trigger set up for SurveyGizmo responses to ensure it's actively fetching the new survey data. It's also important to check that the data you're expecting to see in Zendesk maps correctly to the fields in Zapier. If the mapping is incorrect, fields may not translate as expected when the data arrives in Zendesk.

Another common cause of this issue is the limitations or permissions set within the Zendesk API. Ensure that the API key used in Zapier has enough permissions to create and update ticket fields. If permissions are too restrictive, this could prevent new information from being added to tickets in Zendesk.

Lastly, don't forget to consider the format of the data being sent. Zendesk may have specific requirements for how data is formatted in order for it to recognize and display fields correctly. For instance, certain text formats or specific date/time formats may be necessary. Adjust your SurveyGizmo form to fit these specifications, or use Zapier's built-in formatter to modify the data between the trigger and action steps.

By following these troubleshooting steps, you should be able to identify and solve the problem of missing fields in Zendesk sent by Zapier from SurveyGizmo. It's all about ensuring proper configuration, mapping, permissions, and data formatting to facilitate seamless data transfer across your integrated platforms.