Automate Freshdesk Ticket Creation from New Google Sheets Rows Using Pabbly Connect

Learn how to automate Freshdesk ticket creation from Google Sheets rows using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate Freshdesk ticket creation from new Google Sheets rows, you will first need to access Pabbly Connect. Start by opening your web browser and navigating to Pabbly’s website. If you do not have an account, you can sign up for free, which allows you to create up to 100 tasks monthly.

Once logged in, click on the Pabbly Connect option. You will be directed to the dashboard where you can create a new workflow. This will be the foundation for connecting Google Sheets with Freshdesk, allowing you to set up triggers and actions smoothly.

2. Creating a Workflow in Pabbly Connect

Now that you are in Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; a suitable name would be ‘Create Freshdesk Tickets from New Google Sheets Rows’. Make sure to select the appropriate folder to save your workflow.

• Click on the ‘Create’ button to proceed.
• You will see two boxes: Trigger and Action.
• Set Google Sheets as your trigger application.

This step establishes the foundation of your automation, where Google Sheets will trigger the workflow each time a new row is added.

3. Setting Up the Trigger for Google Sheets

After naming your workflow, you need to set up the trigger event in Pabbly Connect. Select Google Sheets and choose the event ‘New or Updated Spreadsheet Row’. This signifies that the workflow will initiate whenever a new row is added or an existing row is updated.

You will now need to connect Google Sheets with Pabbly Connect. To do this, copy the webhook URL provided. Then, head to your Google Sheets, navigate to Extensions, and select the Pabbly Connect VB Books extension. If you do not have this extension installed, you can add it from the Google Workspace Marketplace.

4. Connecting Google Sheets to Pabbly Connect

Once the Pabbly Connect VB Books extension is installed, go back to your Google Sheets. Click on Extensions, then Pabbly Connect VB Books, and choose Initial Setup. Here, paste the webhook URL you copied earlier and specify the trigger column, which should be the last data entry column (e.g., Column G).

After setting this up, click on ‘Send Test’ to ensure the connection works. If successful, you can submit the setup. This configuration allows the data from the specified row to be sent to Pabbly Connect whenever a new entry is made.

5. Setting Up the Action to Create Freshdesk Tickets

Next, you need to configure the action step in Pabbly Connect. For this, select Freshdesk as your action application and choose the action event ‘Create Ticket’. To connect Freshdesk with Pabbly Connect, you will need your Freshdesk API key and subdomain.

Log into your Freshdesk account to retrieve these details. Your subdomain is found in the URL of your Freshdesk account, and the API key can be accessed from your profile settings. Once you input these details into Pabbly Connect, you can map the required fields from your Google Sheets data to the Freshdesk ticket fields, such as requester name, issue description, and priority.

Conclusion

In this tutorial, we demonstrated how to automate Freshdesk ticket creation from new Google Sheets rows using Pabbly Connect. By following the steps outlined, you can streamline your customer support process and enhance overall efficiency. The integration ensures that customer issues are addressed promptly, leading to improved satisfaction.