Learn how to integrate Shopper with Google Sheets to automate ticket management. Follow this step-by-step tutorial for seamless automation. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Integrating Shopper with Google Sheets

The integration of Shopper with Google Sheets allows for efficient ticket management. By automating the process of adding new tickets from Shopper to Google Sheets, service providers can streamline their workflow. using Pabbly Connect

This integration is crucial for tracking incoming repair requests effectively. It helps in generating reports, spotting recurring issues, and enhancing team collaboration.

2. Setting Up Pabbly Connect

To integrate Shopper with Google Sheets, we will use Pabbly Connect. Start by visiting the Pabbly Connect website and signing in or signing up if you are a new user. Once logged in, you will see the dashboard.

Next, create a workflow by clicking on the ‘Create Workflow’ button. Name your workflow something like ‘Add Repair Shopper Ticket to Google Sheets’ and select a folder for organization.

  • Click on the ‘Create’ button to proceed.
  • Set up a trigger for the workflow.
  • Choose ‘Repair Shopper’ as the trigger application.

This setup is essential to ensure that the workflow is ready to capture new tickets as they are created.

3. Creating a New Notification in Repair Shopper

After setting up the trigger, the next step involves creating a new notification in your Repair Shopper account. This is done by navigating to the ‘Admin Settings’ and selecting the ‘Notification Center’. using Pabbly Connect

Click on the ‘New Notification Set’ button and provide a name for your notification. Enter the webhook URL you received from Pabbly Connect in the appropriate field and select the ‘New Ticket Created’ event.

  • Leave the users field blank as it is not required.
  • Turn on the webhook option to activate the notification.

Finally, click on the ‘Create Notification Set’ button to finalize this step. This ensures that every new ticket created in Repair Shopper triggers the automation.

4. Testing the Integration

To verify that the integration works, you need to create a test ticket in your Repair Shopper account. Click on the ‘Tickets’ option and select ‘New Ticket’. using Pabbly Connect

Fill out the necessary fields such as customer name, business name, and issue description. For instance, you might enter a customer name like ‘Dummy Lead’ and describe an issue as ‘Virus issue’.

Enter the ZIP code, state, and any other relevant details. Click on the ‘Create Ticket’ button to submit your ticket.

After submitting the ticket, return to Pabbly Connect to check for a successful webhook response. This response confirms that your automation is functioning correctly.

5. Adding Ticket Details to Google Sheets

Once the integration is confirmed, the next step is to set up Google Sheets as the action application in your Pabbly Connect workflow. Select Google Sheets and choose the ‘Add New Row’ action event. using Pabbly Connect

Connect your Google Sheets account by clicking on ‘Sign in with Google’ and granting the necessary permissions. After connecting, select the spreadsheet where you want to add the ticket details.

Map the fields from the ticket response to the corresponding columns in Google Sheets. Ensure all required fields are filled in correctly.

Finally, save the changes and test the workflow to ensure the ticket details are correctly added to Google Sheets. This will allow for real-time tracking of all tickets in one place.

Conclusion

In this tutorial, we explored how to integrate Shopper with Google Sheets using Pabbly Connect. By automating the process of adding new tickets to Google Sheets, service providers can enhance their workflow and improve ticket management.

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This integration not only streamlines operations but also provides valuable insights into repair requests, helping teams respond more efficiently to client issues.