Integrate Google Sheets with Freshdesk Using Pabbly Connect

Learn how to automate ticket creation in Freshdesk from Google Sheets using Pabbly Connect. This step-by-step guide covers the entire integration process. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Google Sheets with Freshdesk, the first step is to access Pabbly Connect. This platform serves as the bridge between the two applications, enabling seamless data transfer.

Visit the Pabbly website and sign up for a free account. Once you have your account set up, log in to access the Pabbly Connect dashboard. From here, you can create workflows that automate processes between Google Sheets and Freshdesk.

2. Creating a Workflow in Pabbly Connect

The next step involves creating a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button in your dashboard. A dialog box will prompt you to name your workflow; you can name it something like ‘Google Sheets to Freshdesk’.

• Click on ‘Create’ to proceed.
• In the trigger window, select Google Sheets as the app.
• Choose the trigger event as ‘New Spreadsheet Row’.

This setup allows Pabbly Connect to monitor your Google Sheets for new entries. Once a new row is added, it will trigger the next action in the workflow.

3. Setting Up Google Sheets for Integration

Now that you have created the workflow in Pabbly Connect, you need to set up your Google Sheets. Ensure that your Google Sheet contains the necessary columns: Subject, Description, Requester, and Requester Email.

To connect Google Sheets to Pabbly Connect, you need to install the Pabbly Connect Webhooks add-on. Go to the Add-ons menu, search for Pabbly Connect Webhooks, and install it. After installation, refresh your Google Sheet to ensure the add-on is active.

4. Configuring Pabbly Connect with Freshdesk

With your Google Sheets set up, it’s time to configure the action in Pabbly Connect. In the action window, select Freshdesk as your app and choose the action event as ‘Create Ticket’. This allows the integration to create tickets in Freshdesk based on the data from Google Sheets.

• Connect your Freshdesk account by entering the API key, password, and subdomain.
• Map the fields from Google Sheets to Freshdesk, ensuring the Subject, Description, and Requester fields are correctly set.
• Click on ‘Save and Send Test Request’ to create a test ticket.

After running the test, check your Freshdesk account to verify that the ticket has been created successfully. If everything is set up correctly, you should see a new ticket with the details from your Google Sheet.

5. Conclusion: Automating Ticket Creation with Pabbly Connect

In this tutorial, we demonstrated how to automate the creation of Freshdesk tickets from Google Sheets using Pabbly Connect. By following the steps outlined, users can efficiently set up this integration without any technical expertise.

Now, every time a new entry is added to your Google Sheet, a corresponding ticket will be created in Freshdesk, streamlining your workflow. This integration not only saves time but also enhances productivity by automating repetitive tasks.