Integrating Zendesk Tickets with Microsoft Excel Using Pabbly Connect

Learn how to integrate Zendesk with Microsoft Excel using Pabbly Connect for automatic ticket updates. Step-by-step tutorial with detailed instructions. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect to Start Integration

To begin integrating Zendesk with Microsoft Excel, you first need to access Pabbly Connect. Simply sign in to your Pabbly account and navigate to the dashboard where you can see all available applications.

Once you’re on the dashboard, click on the big blue button that says ‘Create Workflow’. You will then be prompted to name your workflow. For this integration, name it ‘ADD Zendesk Tickets to MS Excel Workbook’ and click on ‘Create’ to proceed.

Setting Up the Trigger in Pabbly Connect

The next step is to set up the trigger for your workflow in Pabbly Connect. The trigger application will be Zendesk, which means that the workflow will initiate when a new ticket is created in Zendesk.

To set this up, click on the trigger application and select Zendesk. You will need to create a webhook that connects Zendesk to Pabbly Connect. Follow these steps:

• Log in to your Zendesk account and navigate to the ‘Views’ section.
• Go to ‘Manage Views’ and find the ‘Webhooks’ option.
• Create a new webhook and paste the URL provided by Pabbly Connect.
• Set the request method to POST and the request format to JSON.

Once you have set up the webhook, click on ‘Create Webhook’ and finish the setup. This will allow Zendesk to send ticket information to Pabbly Connect whenever a new ticket is created.

Configuring the Action to Update Microsoft Excel

After setting up the trigger, the next step is to configure the action in Pabbly Connect that will update your Microsoft Excel workbook. For this, you will select Microsoft Excel as the action application.

Click on the action application and choose the event ‘Add Row to Worksheet’. You will need to connect your Microsoft Excel account to Pabbly Connect. Once connected, select the appropriate workbook and worksheet where you want the ticket data to be recorded.

• Select the workbook named ‘Zendesk Tickets’.
• Choose the worksheet that will contain the ticket details.
• Map the necessary fields like Title, Group Name, and Description from the ticket data.

After mapping the fields, click on ‘Save and Send Test Request’ to ensure that the integration is working correctly. This will update the Excel sheet with the details of the newly created ticket.

Testing the Integration Process

Now that you have configured both the trigger and action in Pabbly Connect, it’s time to test the integration. To do this, create a new ticket in your Zendesk account.

When the ticket is created, Pabbly Connect will capture the webhook response. You should see all the ticket details, such as the title, description, and group name, reflected in the Pabbly Connect dashboard. After confirming that the data is captured correctly, check your Microsoft Excel sheet to see if the new row has been added with the ticket information.

By following these steps, you will ensure that every new ticket created in Zendesk automatically updates your Microsoft Excel workbook, streamlining your ticket management process.

Conclusion

In this tutorial, we explored how to integrate Zendesk tickets with Microsoft Excel using Pabbly Connect. This automation allows for seamless updates to your Excel workbook every time a new ticket is created, enhancing your workflow efficiency.

Utilizing Pabbly Connect for this integration not only saves time but also improves data accuracy, making it a valuable tool for managing customer support tickets effectively.