Learn how to automate adding updated Zendesk tickets into Google Sheets using Pabbly Connect. Follow our step-by-step guide 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
Accessing Pabbly Connect for Integration
To begin integrating Zendesk tickets into Google Sheets, you first need to access Pabbly Connect. This platform allows you to automate workflows without any coding skills. Start by visiting the Pabbly Connect homepage at Pabbly.com/connect.
If you are a new user, click on the ‘Sign Up for Free’ button to create your account. Existing users can simply sign in. Upon signing up, you will receive 100 free tasks every month to explore the features of Pabbly Connect.
Creating a New Workflow in Pabbly Connect
After logging into Pabbly Connect, you will be directed to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ option. A dialog box will prompt you to name your workflow, such as ‘Add Updated Zendesk Tickets to Google Sheets’.
Next, select the folder where you want to save your workflow. Once you click on ‘Create’, you will see two windows: one for the trigger and another for the action. The trigger will be Zendesk, and the action will be Google Sheets, allowing you to automate the process of adding ticket details to your spreadsheet.
Setting Up the Trigger with Zendesk
In this step, you will set up the trigger in Pabbly Connect to respond to updates in Zendesk. Select Zendesk as your trigger application and choose the event as ‘Ticket Solved’. This means that whenever a ticket is marked as solved, it will trigger the workflow.
After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL is crucial as it acts as the bridge for sending data from Zendesk to Pabbly Connect. Copy this URL and head to your Zendesk account to set up the webhook.
- Go to Zendesk settings and navigate to the Admin Center.
- Select Apps and Integrations, then click on Webhooks.
- Create a new webhook and paste the copied URL.
After setting up the webhook, you will configure the trigger conditions for when the ticket is solved. This ensures that the workflow in Pabbly Connect activates only under the specified circumstances.
Configuring the Action in Google Sheets
Now that the trigger is set up, it’s time to configure the action in Google Sheets using Pabbly Connect. Select Google Sheets as the action application and choose the action event as ‘Add New Row’. This allows the details of the solved ticket to be added to your spreadsheet automatically.
Next, connect your Google Sheets account to Pabbly Connect. If you have previously connected your Google Sheets, select the existing connection. Otherwise, click on ‘Add New Connection’ and sign in with your Google account. Once connected, you will need to specify which spreadsheet to use.
- Select the spreadsheet you want to update.
- Map the fields from Zendesk to your Google Sheets columns (e.g., Title, Description, Status).
- Test the action to ensure data is being added correctly.
After setting up the action, click on ‘Save and Send Test Request’ to check if the integration works. If successful, the details of the updated Zendesk ticket will appear in your Google Sheets.
Testing and Verifying the Integration
With everything set up, it’s crucial to test the integration to ensure it functions as expected. Go back to your Zendesk account and update a ticket, marking it as solved. This action should trigger the workflow in Pabbly Connect.
Return to Pabbly Connect to verify that the webhook response has been captured. You should see the ticket details formatted correctly. Then, check your Google Sheets to confirm that the new data has been added accurately.
To ensure reliability, test the workflow with multiple tickets. Each time a ticket is updated in Zendesk, the corresponding details should automatically populate in Google Sheets. This confirms that your integration is successful and functioning seamlessly.
Conclusion
By following this tutorial, you can successfully integrate Zendesk tickets into Google Sheets using Pabbly Connect. This automation streamlines your workflow, allowing for efficient tracking of ticket updates without manual input. Enjoy the benefits of seamless integration and enhanced 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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