How to Export New Freshdesk Tickets to Google Sheets Using Pabbly Connect

Learn how to automatically export new Freshdesk tickets to Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Freshdesk to Google Sheets Integration

Pabbly Connect is an integration platform that allows users to connect various applications seamlessly. In this tutorial, we will use Pabbly Connect to automatically export new Freshdesk tickets to Google Sheets. This integration eliminates the need for manual data entry and ensures that your ticket data is organized and easily accessible.

To begin, you need to access your Pabbly Connect account. If you don’t have one, you can sign up for free at the Pabbly website. After logging in, you will be ready to create a workflow that connects Freshdesk and Google Sheets through Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this tutorial, we will name it ‘Freshdesk to Google Sheets’. Once named, click on the ‘Create’ button to proceed.

• Name your workflow as ‘Freshdesk to Google Sheets’.
• Select Freshdesk as your trigger application.
• Choose the trigger event as ‘New Ticket’.

After setting up the trigger, you will need to connect your Freshdesk account to Pabbly Connect. Follow the on-screen instructions to authorize the connection. This step is crucial as it allows Pabbly Connect to receive data from Freshdesk whenever a new ticket is created.

3. Setting Up Freshdesk Integration in Pabbly Connect

Once your workflow is created, the next step is to set up the Freshdesk integration. In your Freshdesk account, navigate to the ‘Admin’ section and then to ‘Automations’. Click on ‘New Rule’ to create a new automation rule that will trigger the webhook for Pabbly Connect.

• Name the rule as ‘Google Sheets Ticket’.
• Set the conditions for ticket creation (during business hours, non-business hours, and holidays).
• Select ‘Trigger Webhook’ as the action.

After completing these steps, copy the webhook URL provided by Pabbly Connect and paste it in the webhook URL field in your Freshdesk automation rule. This setup ensures that every time a new ticket is created, the data will be sent to Pabbly Connect for processing.

4. Transforming Data for Google Sheets

After setting up Freshdesk, the next step involves transforming the data before sending it to Google Sheets. In Pabbly Connect, add a new action step and select ‘Data Transformer’. Choose the option to ‘Strip HTML Tags’ to clean up the ticket description.

To configure this, you will map the description field from the Freshdesk ticket data. This action will ensure that only the relevant text is sent to Google Sheets, without any HTML formatting. After mapping, save the action.

Now, you can proceed to set up the Google Sheets integration. Add another action step and choose Google Sheets as the application. Select the action event as ‘Add New Row’. This allows you to create a new row in your Google Sheet for each new Freshdesk ticket created.

5. Finalizing the Integration with Google Sheets

In this step, you will finalize the integration by mapping the fields from Freshdesk to your Google Sheets. Select your Google Sheets account and the spreadsheet you created earlier. Map the fields such as Ticket ID, Contact Name, Contact Email, Subject, Description, and Priority.

After mapping all the necessary fields, click on the ‘Save and Send Test Request’ button. This action will send a test entry to your Google Sheets to ensure that the integration is working correctly. If successful, you should see the new ticket information appear in your Google Sheet.

With the integration complete, Pabbly Connect will automatically export new Freshdesk tickets to Google Sheets, ensuring that your data is always up to date. You can now monitor your Google Sheets for incoming tickets without any manual effort.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to export new Freshdesk tickets to Google Sheets automatically. By following these steps, you can streamline your workflow and maintain organized ticket data effortlessly. This integration not only saves time but also enhances productivity by automating data transfer.