Integrating Google Sheets with Freshdesk CRM Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate the creation of Freshdesk CRM contacts from Google Sheets using Pabbly Connect. Follow this detailed tutorial 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

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, visit the official website by typing Pabbly.com/connect in your browser. This platform allows you to create automated workflows between various applications, including Google Sheets and Freshdesk CRM.

Once on the landing page, sign in to your existing Pabbly account or sign up for free. New users receive 100 tasks free monthly. After signing in, navigate to the Pabbly Connect dashboard to create your first workflow.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you will see an option to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Create Freshdesk CRM Contact from Google Sheets.’ Assign it to a relevant folder for easy organization. using Pabbly Connect

• Click on ‘Create’ to initiate the workflow setup.
• You will see two boxes: Trigger and Action.
• Set Google Sheets as the Trigger application.

After setting the trigger, you will select the event that starts the workflow, which in this case is ‘New or Updated Spreadsheet Row’. This means every time a new row is added to Google Sheets, it will trigger the action in Freshdesk CRM.

3. Connecting Google Sheets to Pabbly Connect

To connect Google Sheets with Pabbly Connect, you will receive a webhook URL. This URL acts as a bridge between Google Sheets and Pabbly Connect. Go to your Google Sheets document and navigate to Extensions > Add-ons > Get add-ons.

Search for the Pabbly Connect Webhooks add-on, install it, and then refresh your Google Sheets. After refreshing, go back to Extensions, select Pabbly Connect Webhooks, and click on ‘Initial Setup’.

• Paste the webhook URL from Pabbly Connect into the setup field.
• Define the trigger column, which should be the final data entry column (e.g., Column D).

Once the setup is complete, any new data entered in the specified column will be sent to Pabbly Connect, initiating the workflow.

4. Setting Up Freshdesk CRM as the Action Application

Now that Google Sheets is connected, the next step is to set Freshdesk CRM as the action application in Pabbly Connect. Select Freshdesk as your action application and choose ‘Create Contact’ as the action event.

If you have an existing connection, you can save it. Otherwise, click on ‘Add New Connection’. You will need to input your Freshdesk API key, account password, and subdomain. To find your API key, log into your Freshdesk account, go to your profile settings, and copy the API key provided.

Enter your Freshdesk account password and subdomain (without https:// and .freshdesk.com). Click ‘Save’ to establish the connection.

Once connected, you will map the fields from Google Sheets to Freshdesk, ensuring that data from the new row is accurately transferred to create a new contact.

5. Testing the Integration and Finalizing

To test the integration, go back to your Google Sheets and add a new row with customer details. After entering the data, return to Pabbly Connect to check if the webhook response has captured the data successfully.

If the response shows the correct details, you can proceed to send a test request to Freshdesk. Check your Freshdesk account to confirm that the new contact has been created with the details you entered in Google Sheets.

Repeat the process for additional entries to ensure the automation works seamlessly. With Pabbly Connect, you have successfully automated the creation of Freshdesk CRM contacts from Google Sheets, streamlining your workflow significantly.

Conclusion

This tutorial detailed how to integrate Google Sheets with Freshdesk CRM using Pabbly Connect. By following these steps, you can automate the process of creating contacts in Freshdesk whenever new data is added to your Google Sheets, enhancing your productivity.