This section guides you through the process of utilizing Hipporello’s Service Desk to collect customer requests or inquiries through forms. This feature enables the automatic creation of Notion items from form submissions on your user portal.

Follow the steps below to streamline your workflow and enhance task management:

1. Form Creation: Start by either choosing from pre-designed templates or creating a new form from scratch using the drag-and-drop form builder. This allows for flexibility and efficiency in gathering the necessary information from users.
2. Customizing Input Fields: Tailor your forms with specific input fields to capture the precise data you need. This customization is easy and ensures that each Notion item contains all relevant information for task management.
3. Setting Access Controls: Define who can access your forms by setting up access policies. This feature helps in maintaining the security and integrity of the information collected.
4. Embedding your forms (optional): You can embed Hipporello forms directly into your website or platforms like Framer, Shopify, Wix, or WordPress. This integration facilitates a seamless submission process for your users. You can have multiple forms embedded on different pages and all submissions will create unique Notion items for you to handle the requests.

Upon a form submission, the relevant team members added to your Hipporello Service Desk, including the portal owner, and assigned members, are notified via email. This ensures prompt attention to each new task.

Each generated Notion item encompasses detailed information about the form submission, including the user’s country, IP address, browser type, and the submission channel. For a comprehensive view, click on “Show Details” within the item. You also have the option to add private comments in the item’s Activity section for internal collaboration.

Direct Communication:

Engage with the submitter directly from the Notion item using Hipporello’s built-in conversation feature or by responding to the notification email. This direct line of communication allows for clarifying questions, gathering additional information, or sending automated responses to the submitter.

To maximize efficiency and maintain consistent communication with your clients, utilize quick texts and automated messages. This not only saves time but also ensures that your clients receive timely and relevant responses.

By following these guidelines, you can effectively manage form submissions and enhance your workflow with the Hipporello Service Desk and Notion integration.