How to Update Google Sheets for Updated Freshdesk Ticket Using Pabbly Connect

Learn how to automate updating Google Sheets for Freshdesk tickets using Pabbly Connect. This tutorial covers the exact steps for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To update Google Sheets for updated Freshdesk tickets, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and receive 100 free tasks each month.

Once logged in, you will see the Pabbly Connect dashboard. Here, click on the ‘Access Now’ button under Pabbly Connect. This will take you to the workflow creation area where you can set up your automation.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow that automates updating Google Sheets when a Freshdesk ticket is updated. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. Give your workflow a name, such as ‘Update Google Sheets Row for Updated Freshdesk Ticket,’ and select a folder for organization. using Pabbly Connect

• Click on the ‘Create’ button to finalize your workflow creation.
• You will see two sections: Trigger and Action.
• The Trigger application will be Freshdesk, and the Action application will be Google Sheets.

After setting this up, you can proceed to configure the trigger step for your workflow.

3. Setting Up the Trigger with Freshdesk

To set the trigger, click on the arrow in the Trigger section and select Freshdesk as your trigger application. For the trigger event, choose ‘Update Ticket.’ This means that whenever a ticket is updated in Freshdesk, Pabbly Connect will capture the details for further processing.

After selecting the trigger, Pabbly Connect will generate a unique webhook URL. Copy this URL as it is essential for connecting Freshdesk to your Pabbly workflow. Open your Freshdesk account, navigate to the settings, and set up a new automation rule using this webhook URL.

• Click on ‘Admin’ and then ‘Workflows.’
• Select ‘Automations’ and create a new rule for ticket updates.
• Set the action to ‘Trigger Webhook’ and paste the copied URL.

This completes the trigger setup, allowing Pabbly Connect to listen for updates from Freshdesk.

4. Configuring the Action to Update Google Sheets

Once the trigger is set, it’s time to configure the action step that updates Google Sheets. In the Action section of your workflow, select Google Sheets as the action application and choose ‘Update Row’ as the action event. This setup ensures that when a ticket is updated in Freshdesk, the corresponding row in Google Sheets will also be updated.

You will need to connect your Google Sheets account to Pabbly Connect. Click on ‘Connect’ and either select an existing connection or create a new one. After authorization, select the specific spreadsheet and sheet where your ticket data is stored.

Map the row index to identify which ticket row to update. Use the ticket ID from the Freshdesk update as the lookup value. Set the status and update the date accordingly.

After mapping all necessary fields, save and send a test request to ensure everything is working correctly. This action completes the integration process.

5. Final Testing of the Integration

To ensure that the integration is functioning correctly, update a ticket in your Freshdesk account. Change its status and save the changes. Pabbly Connect should capture this update and reflect it in your Google Sheets automatically.

After updating the ticket, check your Google Sheets to see if the status and date have been updated. You should see the changes immediately, confirming that the automation is successful. If everything is set up correctly, your workflow should now seamlessly update Google Sheets for any changes made in Freshdesk tickets.

With this integration, you have automated the process of tracking customer inquiries, ensuring that your records are always current. This is a significant time-saver for business owners managing customer support.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the updating of Google Sheets when Freshdesk tickets are modified. By following these precise steps, you can ensure that your customer support records remain accurate and up-to-date, improving your overall workflow efficiency.