Learn how to automate the addition of updated Zendesk tickets in Google Sheets using Pabbly Connect. Step-by-step tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for Zendesk and Google Sheets Integration
To begin the process of adding updated Zendesk tickets in Google Sheets, you need to access Pabbly Connect. This platform facilitates seamless integration between various applications, including Zendesk and Google Sheets. Start by visiting the Pabbly Connect homepage.
Once there, sign in or create a new account. As a new user, you will receive 100 free tasks each month to explore this powerful automation tool. After logging in, navigate to the dashboard where you can create a new workflow.
2. Creating a New Workflow in Pabbly Connect
To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this integration, name it ‘Add Updated Zendesk Tickets to Google Sheets’. Select an appropriate folder to save your workflow.
- Click on the ‘Create’ button to proceed.
- This will open two windows: one for the trigger and one for the action.
- Select ‘Zendesk’ as the trigger application and ‘Google Sheets’ as the action application.
This setup ensures that whenever a ticket is updated in Zendesk, the corresponding details will be added to Google Sheets automatically. Understanding the trigger-action principle is crucial for this integration.
3. Configuring the Trigger for Zendesk
In this step, you will configure the trigger for Zendesk in Pabbly Connect. Select ‘Zendesk’ as your trigger application and choose the event ‘Ticket Solved’. This means that the workflow will activate every time a ticket is marked as solved.
Next, a Webhook URL will be generated. Copy this URL as it will be used to connect your Zendesk account to Pabbly Connect. Now, log into your Zendesk account, navigate to the Admin Center, and select ‘Webhooks’ under the ‘Apps and Integrations’ section.
- Click on ‘Create Webhook’ and name it ‘Solved Tickets’.
- Paste the copied Webhook URL in the Endpoint URL field.
- Set the Request Method to POST and Request Format to JSON.
Once all details are filled, click on ‘Create Webhook’. This establishes the connection between Zendesk and Pabbly Connect.
4. Setting Up the Action in Google Sheets
With the trigger configured, the next step is to set up the action in Google Sheets using Pabbly Connect. Select ‘Google Sheets’ as the action application and choose the action event ‘Add New Row’. This will allow the integration to add data to your Google Sheets whenever a ticket is solved.
Connect your Google Sheets account to Pabbly Connect. If you have previously set up a connection, select it; otherwise, create a new connection by signing in with Google. Once connected, select the spreadsheet where you want the data to be added.
Map the fields from the Zendesk ticket response to your Google Sheets columns. For example, map the ticket title, description, and status. Click on ‘Save and Send Test Request’ to test the integration.
After testing, check your Google Sheets to confirm that the data is being populated correctly from Zendesk.
5. Testing and Verifying the Integration
Once you have set up both the trigger and action, it’s time to test the integration using Pabbly Connect. Update a ticket in your Zendesk account and mark it as solved. This action should trigger the workflow you created.
Return to Pabbly Connect and check for the response. The details of the updated ticket should appear, confirming that the integration is working correctly. Now, check your Google Sheets to ensure that the new row has been added with the ticket details.
To summarize, you have successfully created an automated workflow that connects Zendesk and Google Sheets using Pabbly Connect. This integration allows for real-time updates of ticket statuses without manual input, streamlining your workflow effectively.
Conclusion
In this tutorial, we explored how to automate the addition of updated Zendesk tickets in Google Sheets using Pabbly Connect. By following these steps, you can ensure that your ticket data is consistently up-to-date without manual effort, enhancing your productivity.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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