Automate Freshdesk with Pabbly Connect: A Step-by-Step Guide

Learn how to automate Freshdesk using Pabbly Connect. This detailed tutorial covers integration steps with Google Sheets, Slack, and more. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate Freshdesk using Pabbly Connect, first, access the platform by visiting the official website. You can either sign in if you are an existing user or create a new account by clicking on the ‘Sign Up for Free’ button. This process takes only a couple of minutes and grants you access to 100 free tasks monthly.

Once logged in, navigate to the dashboard where you can see all your workflows. To create a new workflow, click on the ‘Create Workflow’ button located at the top right corner. This will enable you to set up the automation process for Freshdesk.

2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow to integrate Freshdesk with other applications using Pabbly Connect. After clicking on ‘Create Workflow’, a dialog box appears asking for a workflow name. You can name it ‘Automate Freshdesk’ and choose a folder to save it in.

Next, you will see two essential windows: Trigger and Action. The trigger is the event that starts the workflow, and the action is what happens as a result. For example, if a new ticket is created in Freshdesk, you may want to log this information in Google Sheets. You’ll set Freshdesk as the trigger application and Google Sheets as the action application.

• Select Freshdesk as the trigger application.
• Choose the trigger event, such as ‘New Ticket’.
• Set Google Sheets as the action application.

After configuring these settings, you can proceed to connect the two applications through Pabbly Connect.

3. Connecting Freshdesk and Google Sheets

Once you’ve set up the trigger and action applications in Pabbly Connect, the next step is to establish the connection between Freshdesk and Google Sheets. You’ll need to copy the webhook URL provided by Pabbly Connect as it will facilitate data transfer between the two applications.

Log into your Freshdesk account and navigate to the Admin section. From there, go to the Workflows tab and create a new rule for ticket creation. When setting up the rule, paste the webhook URL from Pabbly Connect into the designated field. This allows Freshdesk to send ticket information directly to Google Sheets whenever a new ticket is created.

• Log into Freshdesk and go to Admin > Workflows.
• Create a new rule for ticket creation.
• Paste the webhook URL from Pabbly Connect into the rule.

After saving the rule, you can test the integration by creating a new ticket in Freshdesk. This will trigger the workflow in Pabbly Connect and send the ticket details to Google Sheets.

4. Testing the Integration Between Freshdesk and Google Sheets

To ensure that the integration between Freshdesk and Google Sheets via Pabbly Connect works correctly, create a new ticket in Freshdesk. Fill in all required fields, such as contact details, subject, and description. Once the ticket is created, Pabbly Connect will capture the response and display it in the dashboard.

Check the Google Sheets to confirm that the ticket information has been logged successfully. You should see the ticket ID, subject, and other relevant details in the corresponding columns. This confirms that the integration is functioning as intended.

By following these steps, you can automate the process of logging new tickets from Freshdesk into Google Sheets using Pabbly Connect. This automation saves time and ensures that all customer inquiries are tracked efficiently.

5. Extending Automation to Slack and Other Applications

With Pabbly Connect, you can extend your automation efforts beyond just Google Sheets. For instance, you can integrate Slack to notify your team whenever a new ticket is created in Freshdesk. To do this, set Slack as an action application in your workflow.

After configuring Slack as the action, select the appropriate event, such as ‘Send Message’. Map the necessary fields to include the ticket details in the Slack message. This allows your team to stay updated in real-time about new customer inquiries.

Select Slack as the action application in Pabbly Connect. Choose the event ‘Send Message’. Map ticket details to include in the Slack message.

By integrating Slack and other applications with Freshdesk through Pabbly Connect, you can create a comprehensive automated system that enhances your customer support operations.

Conclusion

In this tutorial, we’ve explored how to automate Freshdesk using Pabbly Connect. By setting up integrations with Google Sheets and Slack, you can streamline your customer support processes effectively.