Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start integrating Freshdesk with Google Sheets, you first need to access Pabbly Connect. Navigate to the Pabbly Connect website by entering pabby.com/connect in your browser.

Once there, you’ll see options to either sign in or sign up. If you’re a new user, click on the sign-up button to create your account and get 100 free tasks each month. After signing in, you will be directed to the Pabbly Connect dashboard, where all integrations will be managed.

2. Creating a New Workflow in Pabbly Connect

After accessing your dashboard, the next step is to create a new workflow using Pabbly Connect. Click on the “Create Workflow” button. You will have the option to create using AI, which simplifies the process significantly.

  • Choose “Create using AI” for a simplified setup.
  • Enter a description like “When a new ticket is created in Freshdesk, automatically save the ticket details in Google Sheets.”

Once the description is set, select the trigger event as “New Ticket” from Freshdesk. This ensures that every time a new ticket is created, the details will be captured and sent to Google Sheets.

3. Setting Up the Freshdesk Trigger in Pabbly Connect

To set up the Freshdesk trigger, you will receive a webhook URL from Pabbly Connect. Copy this URL and open your Freshdesk account. Navigate to the Admin section and scroll down to find “Workflows and Automations”.

Click on the “New Rule” button to create a new rule. Name it “New Ticket” and set the condition to trigger when the ticket status is open. Then, paste the copied webhook URL into the designated field, ensuring the request type is set to POST.

  • Select the fields to send, such as ticket ID, subject, description, and priority.
  • Click “Preview” and then save to enable the rule.

After saving, return to Pabbly Connect and click on “Recapture Webhook Response” to ensure the integration is working correctly.

4. Creating a Ticket in Freshdesk

To test the integration, create a new ticket in your Freshdesk account. Fill in the required fields such as contact, subject, and description. Make sure the ticket status is set to open.

Once you create the ticket, return to Pabbly Connect to check if the webhook successfully captured the response. You should see the details of the newly created ticket, including the ticket ID and description.

  • Ensure that the ticket details match what you entered in Freshdesk.
  • Verify that the response includes all necessary fields.

This step confirms that the Freshdesk trigger is correctly set up and ready to send data to Google Sheets through Pabbly Connect.

5. Integrating Google Sheets with Pabbly Connect

The final step involves connecting Google Sheets to Pabbly Connect. Click on the Google Sheets action step and select the “Connect” button. If you need to create a new connection, click on “Sign in with Google” and grant access to your Google account.

Choose the spreadsheet where you want to log the ticket details. Map the fields from the Freshdesk trigger to the corresponding columns in Google Sheets, such as ticket ID, subject, and description.

  • Ensure all required fields are mapped correctly.
  • Click “Save and Send Test Request” to verify the integration.

Once the test is successful, your Google Sheets will automatically receive new ticket details whenever a ticket is created in Freshdesk, showcasing the power of Pabbly Connect in automating workflows.

Conclusion

In this tutorial, we demonstrated how to integrate Freshdesk with Google Sheets using Pabbly Connect. This automation streamlines ticket management, ensuring that all ticket details are captured without manual entry. With Pabbly Connect, you can enhance productivity and maintain accurate records effortlessly.