Top 5 Automations for Customer Support Ticket Management with Pabbly Connect

Learn how to streamline your customer support ticket management using Pabbly Connect with these top 5 automations. Enhance efficiency and improve customer satisfaction. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Add Zendesk Tickets to Microsoft Excel Using Pabbly Connect

In this section, we will learn how to add Zendesk tickets to a Microsoft Excel workbook using Pabbly Connect. This automation helps to keep track of customer inquiries efficiently. When a new ticket is created in Zendesk, the details will automatically populate in your Excel workbook.

To begin, log into your Pabbly Connect account. Create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow and select the appropriate folder. For the trigger application, choose Zendesk and set the trigger event to ‘New Ticket’. This will capture new ticket details whenever they are created in Zendesk.

• Select ‘Zendesk’ as the trigger application.
• Choose ‘New Ticket’ as the trigger event.
• Connect Zendesk with the provided webhook URL from Pabbly Connect.

Once connected, you will receive a response containing the ticket details, such as the ticket URL, title, status, and priority. Next, set the action application to Microsoft Excel and choose the action event as ‘Add Row to Worksheet’. Map the ticket details to the appropriate columns in your Excel sheet. Click on ‘Save and Send Test Request’ to finalize the automation.

2. Update Google Sheets Row for Freshdesk Tickets Using Pabbly Connect

In this section, we will automate the process of updating Google Sheets rows when the status of a Freshdesk ticket changes. Using Pabbly Connect, you can ensure that your Google Sheets reflect the latest ticket statuses in real-time.

Start by creating a new workflow in Pabbly Connect. Set the trigger application to Freshdesk and select the trigger event as ‘Update Ticket’. This will allow you to capture updates made to tickets in Freshdesk. After capturing the ticket update, use the action application Google Sheets and select ‘Lookup Spreadsheet Row’ as the action event.

• Set Freshdesk as the trigger application with ‘Update Ticket’ as the event.
• Use ‘Lookup Spreadsheet Row’ to find the ticket ID in Google Sheets.
• Map the ticket ID from Freshdesk to the corresponding column in Google Sheets.

Once the row is found, set another action step to update the row using ‘Update Row’ in Google Sheets. Map the new status and any other relevant information from Freshdesk to the appropriate fields in Google Sheets. Finally, click on ‘Save and Send Test Request’ to complete the automation.

3. Get WhatsApp Notifications for Tickets Raised in Zoho Desk Using Pabbly Connect

This section focuses on receiving WhatsApp notifications whenever a new ticket is created in Zoho Desk. Using Pabbly Connect, you can streamline notifications for better customer support management.

Begin by creating a new workflow in Pabbly Connect. Set the trigger application as Zoho Desk and the trigger event as ‘Configure Webhook’. This allows you to connect Zoho Desk with Pabbly Connect. After setting up the webhook, you will receive ticket details when a new ticket is created.

Select Zoho Desk as the trigger application. Choose ‘Configure Webhook’ as the trigger event. Set up a filter to only continue if the event type is ‘Ticket Added’.

Next, set the action application to Interact and select ‘Send WhatsApp Template Message’ as the action event. Fill in the required details such as country code, phone number, and template code. Click on ‘Save and Send Test Request’ to send a WhatsApp notification whenever a new ticket is created in Zoho Desk.

4. Create Zoho Desk Ticket from Webhook Response Using Pabbly Connect

In this section, we will automate the creation of a Zoho Desk ticket from a webhook response. This integration using Pabbly Connect allows you to convert form submissions into support tickets seamlessly.

Start by creating a new workflow in Pabbly Connect. Set the trigger application to Webhook and select ‘Catch Webhook’ as the trigger event. This will allow Pabbly Connect to receive data from your external application. Once the webhook is triggered, you will receive a response containing the form submission details.

Set Webhook as the trigger application with ‘Catch Webhook’ as the event. Map the relevant fields from the webhook response to Zoho Desk. Select ‘Create New Ticket’ as the action event for Zoho Desk.

Next, configure the ticket details such as subject, requester name, and description using the mapped data. Click on ‘Save and Send Test Request’ to create a new ticket in Zoho Desk from the webhook response.

5. Create Zendesk Ticket from JotForm Responses Using Pabbly Connect

This section demonstrates how to create a Zendesk ticket from JotForm responses using Pabbly Connect. This integration ensures that all customer inquiries submitted through JotForm are captured as tickets in Zendesk.

To start, create a new workflow in Pabbly Connect. Set the trigger application to JotForm and select ‘New Response’ as the trigger event. This will allow you to capture responses submitted through your JotForm. Once the response is received, set the action application to Zendesk and choose ‘Create Ticket’ as the action event.

Select JotForm as the trigger application with ‘New Response’ as the event. Map the response fields to the ticket fields in Zendesk. Choose ‘Create Ticket’ as the action event for Zendesk.

Configure the ticket details such as subject, description, and requester information using the mapped data from JotForm. Finally, click on ‘Save and Send Test Request’ to create the ticket in Zendesk from the JotForm response.

Conclusion

In conclusion, automating customer support ticket management with Pabbly Connect significantly enhances efficiency and customer satisfaction. By implementing these top 5 automations, businesses can streamline their workflows and ensure timely responses to customer inquiries.