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

Learn how to automate Freshdesk using Pabbly Connect. This step-by-step guide covers integration with various applications seamlessly. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating Freshdesk, you need to access Pabbly Connect. Simply visit the Pabbly Connect website and click on the ‘Sign In’ button if you are an existing user. If you are new, click on ‘Sign Up for Free’ to create an account.

Once you log in, you will be taken to the dashboard of Pabbly Connect. Here, you can create and manage your workflows for integrating Freshdesk with various applications like Google Sheets, Slack, and more.

2. Creating a Workflow in Pabbly Connect

To create a new workflow, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to name your workflow. For example, name it ‘Automate Freshdesk Using Pabbly Connect’. using Pabbly Connect

• Select a folder to save your workflow.
• Click on the ‘Create’ button to proceed.

After creating your workflow, you will encounter two main sections: Trigger and Action. The Trigger is what starts the workflow, and the Action is what happens as a result of that trigger.

3. Setting Up Triggers with Freshdesk

In this section, you will set Freshdesk as the Trigger application in Pabbly Connect. Click on the Trigger section and select Freshdesk. Then, choose the trigger event, such as ‘New Ticket’.

• Copy the Webhook URL provided by Pabbly Connect.
• Log into your Freshdesk account and navigate to the Automations section.

Here, you will create a new rule for ticket creation that uses the copied Webhook URL. This URL acts as a bridge for transferring data from Freshdesk to Pabbly Connect.

4. Configuring Actions in Pabbly Connect

Next, you will configure the Action step in Pabbly Connect. Select the application you want to connect with, such as Google Sheets or Slack, and choose the action event (like ‘Create Row’ in Google Sheets).

To build this connection, you will need to provide specific details like the API key, account password, and the subdomain of your Freshdesk account. These details ensure that Pabbly Connect can communicate effectively with Freshdesk.

Map the fields from Freshdesk to the corresponding fields in the action application. Test the connection to ensure it works properly.

Once everything is set up correctly, you can save the workflow and start using it to automate your processes.

5. Testing the Integration

After setting up your workflow in Pabbly Connect, it’s crucial to test the integration. Create a new ticket in Freshdesk to see if the data is captured correctly in the action application.

Once the ticket is created, go back to Pabbly Connect and check if the response is received. If everything is configured correctly, you should see the details of the new ticket reflected in your action application.

This testing phase ensures that your automation is functioning as intended, allowing you to streamline your customer support processes effectively.

Conclusion

In this tutorial, we explored how to automate Freshdesk using Pabbly Connect. By following the steps outlined, you can seamlessly integrate Freshdesk with various applications to enhance your business operations and improve customer support efficiency.