Export New Freshdesk Tickets to Google Sheets Using Pabbly Connect

Learn how to automatically export new Freshdesk tickets to Google Sheets using Pabbly Connect. This detailed tutorial covers every step of the integration process. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Freshdesk and Google Sheets Integration

In this section, we will discuss how to use Pabbly Connect to export new Freshdesk tickets to Google Sheets. Pabbly Connect serves as an integration platform that facilitates the connection between Freshdesk and Google Sheets, allowing for seamless data transfer. This integration is essential because there is no direct connection between these two applications.

Using Pabbly Connect, you can automate the process of exporting ticket data without needing any technical skills. This means that every time a new ticket is created in Freshdesk, the details will automatically populate in your Google Sheets, enhancing your workflow efficiency.

2. Creating a New Workflow in Pabbly Connect

To start the integration, access your Pabbly Connect account by visiting the official website. Once logged in, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to name your workflow; for this tutorial, we will name it ‘Freshdesk to Google Sheets’. using Pabbly Connect

• Log into your Pabbly Connect account.
• Click on ‘Create Workflow’.
• Name the workflow ‘Freshdesk to Google Sheets’ and click ‘Create’.

After creating the workflow, you will see two windows: one for the trigger and another for the action. In the trigger window, select Freshdesk as the application and set the trigger event to ‘New Ticket’. This will ensure that the workflow activates whenever a new ticket is created.

3. Integrating Freshdesk with Pabbly Connect

Now that we have set up the workflow, it’s time to integrate Freshdesk with Pabbly Connect. Go to your Freshdesk account and navigate to the Admin section. Under the Automations tab, click on ‘New Rule’ to create a rule for ticket creation.

• In the rule name, enter ‘Google Sheets Ticket’.
• Set properties to work with tickets.
• Add conditions for ticket creation during business hours, non-business hours, and holidays.

Next, select the action as ‘Trigger Webhook’ and paste the webhook URL generated by Pabbly Connect. This URL will enable Freshdesk to send ticket data to the Pabbly Connect platform whenever a new ticket is created. Make sure to select JSON as the encoding type before saving the rule.

4. Setting Up Google Sheets Integration

After configuring the Freshdesk integration, the next step is to set up Google Sheets in Pabbly Connect. In the action window, select Google Sheets and choose the action event ‘Add New Row’. This action will allow Pabbly Connect to add the ticket details into a new row in your specified Google Sheet.

To proceed, you need to connect your Google account with Pabbly Connect. Click on ‘Connect with Google’ and authorize access to your Google Sheets. After a successful connection, select the spreadsheet you created earlier, named ‘New Tickets from Freshdesk’.

Select the spreadsheet ‘New Tickets from Freshdesk’. Map the ticket ID, contact name, email, subject, description, and priority to the respective columns in the sheet. Click ‘Save and Send Test Request’ to verify the integration.

After mapping the fields, click on the blue button to save and send a test request. If everything is set up correctly, you will see the ticket details appear in your Google Sheets.

5. Conclusion: Automating Freshdesk Tickets with Pabbly Connect

In conclusion, using Pabbly Connect to integrate Freshdesk with Google Sheets automates the process of exporting new tickets. This integration allows for efficient data management, ensuring that ticket details are captured in real-time without manual intervention.

By following the steps outlined in this tutorial, you can set up the integration effortlessly. With Pabbly Connect, you can streamline your workflow and improve productivity by automating tedious tasks across multiple applications.