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Automatically Log Zoho Desk Tickets to Google Sheets

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Zoho Desk with Google Sheets, you first need to access Pabbly Connect. Open a new tab and navigate to pabbly.com/connect. If you’re a first-time user, sign up for free to receive 100 free tasks every month.

Once logged in, you can explore the features of Pabbly Connect and create automation workflows without any coding skills. If you enjoy using the platform, consider purchasing a yearly or one-time plan for more tasks.

2. Setting Up the Trigger with Zoho Desk

In this step, you will set up a trigger in Pabbly Connect for Zoho Desk. Click on “Configure Webhook” and select the “Connect” option to add a new connection. Enter your Zoho Desk account domain, which can be found in the URL of your account.

Click on “Add New Connection”.
Enter your Zoho Desk domain.
Click “Save” and then “Accept” to authorize.

After saving, name your webhook as “New Ticket” and select your company details. Click on “Save and Send Test Request” to capture the initial response. This step confirms that Zoho Desk is successfully connected to Pabbly Connect.

3. Filtering Events in Pabbly Connect

Once the webhook is configured, the next step involves filtering events. You want to ensure that only new ticket events trigger the workflow. Add an action step and select “Filter by Pabbly” as the filter type.

Set the filter to check if the event type is equal to “ticket add”. This ensures that the workflow only proceeds when a new ticket is created in Zoho Desk. Click the button to confirm the filter, which will show a success status if the condition is met.

4. Adding Google Sheets Integration

Now that the trigger and filter are set, you can proceed to add Google Sheets as the next step in the workflow. Click on the “Connect” option and select “Add New Connection” to sign in with your Google account.

Select the spreadsheet you created for ticket logs.
Choose the sheet where you want to log the tickets.
Map the fields from the Zoho Desk ticket to the Google Sheets columns.

Map fields such as ticket ID, subject, description, priority, and classification. Finally, click on “Save and Send Test Request” to ensure the data is logged correctly in Google Sheets, confirming that Pabbly Connect has successfully integrated the two applications.

5. Conclusion

In this tutorial, you learned how to use Pabbly Connect to automate the integration between Zoho Desk and Google Sheets. By setting up triggers and filters, you can efficiently manage ticket records without manual effort.

Utilizing Pabbly Connect for this integration not only saves time but also enhances collaboration among team members. Automate your workflows today to streamline your operations!