Automate Freshdesk CRM Contacts from Google Sheets Using Pabbly Connect

Learn how to automate the creation of Freshdesk CRM contacts from Google Sheets using Pabbly Connect. Step-by-step guide for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start the integration process, you must first access Pabbly Connect. Begin by visiting the Pabbly Connect website and signing into your account. If you are a new user, you can sign up for free and receive 100 tasks monthly.

Once logged in, navigate to the dashboard where you can view all your workflows. Click on the Pabbly Connect option to enter the integration interface. This is where you will create a new workflow to connect Google Sheets and Freshdesk CRM.

2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow, for example, ‘Create Freshdesk CRM Contact from Google Sheets.’ Choose a folder to save it, such as ‘Google Sheets Automations,’ and click on create.

• Name your workflow appropriately.
• Select the desired folder for organization.
• Click on create to proceed.

After creating the workflow, you will see two boxes: one for the trigger and one for the action. Set Google Sheets as the trigger application, and select ‘New or Updated Spreadsheet Row’ as the trigger event. This setup ensures that any new row added in Google Sheets will initiate the workflow.

3. Connecting Google Sheets with Pabbly Connect

To connect Google Sheets with Pabbly Connect, you will receive a webhook URL. This URL acts as a bridge between your Google Sheets and Pabbly Connect. Go to your Google Sheets, click on ‘Extensions,’ then ‘Add-ons,’ and install the Pabbly Connect Webhooks add-on if you haven’t already.

After installation, refresh your Google Sheets, then navigate to ‘Extensions,’ select ‘Pabbly Connect Webhooks,’ and click on ‘Initial Setup.’ Here, you will paste the webhook URL provided by Pabbly Connect and specify the trigger column, which is usually the last column where data will be entered.

4. Testing the Connection and Mapping Data

To test the connection, add a new row in your Google Sheets with customer details, such as first name, last name, phone number, and email address. Once you input the data, go back to Pabbly Connect to check for a webhook response. If successful, you will see the data captured from Google Sheets.

Next, set up the action in Pabbly Connect by selecting Freshdesk as the action application and ‘Create Contact’ as the action event. You will need to connect your Freshdesk account by entering your API key, password, and subdomain. This is crucial for Pabbly Connect to create contacts in Freshdesk automatically.

• Enter the Freshdesk API key and password.
• Provide the Freshdesk subdomain without HTTPS.
• Click on Save to establish the connection.

After successfully connecting Freshdesk, map the fields from the Google Sheets response to the Freshdesk contact fields. This mapping ensures that the data entered in Google Sheets is accurately reflected in Freshdesk CRM.

5. Finalizing the Integration and Confirmation

Once mapping is complete, click on ‘Save and Send Test Request’ in Pabbly Connect to finalize the integration. Check your Freshdesk account to confirm that the contact has been created with the details you entered in Google Sheets.

To verify the automation, add another set of customer details in Google Sheets. Refresh your Freshdesk account to see if the new contact appears. This confirms that the integration is working as intended, allowing you to automate the process of creating contacts in Freshdesk from Google Sheets.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of Freshdesk CRM contacts from Google Sheets. By following the steps outlined, you can streamline your workflow and improve efficiency in managing customer data.