Learn how to create Freshdesk tickets automatically from Google Sheets using Pabbly Connect. This detailed tutorial covers every step for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.
Watch Step By Step Video Tutorial Below
1. Access Pabbly Connect for Google Sheets to Freshdesk Integration
To start the integration process between Google Sheets and Freshdesk, you need to use Pabbly Connect. This platform allows you to automate workflows without any technical expertise. First, visit the Pabbly Connect website and sign up for a free account.
Once logged in, navigate to the app section and select Pabbly Connect. Click on the ‘Create Workflow’ button to begin setting up your integration. You will be prompted to name your workflow, which can be anything you prefer, such as ‘Google Sheets to Freshdesk’.
2. Set Up Google Sheets Trigger in Pabbly Connect
In this step, you will configure Google Sheets as the trigger app in Pabbly Connect. Choose Google Sheets from the app options and select the trigger event as ‘New Spreadsheet Row’. This action will initiate the workflow whenever a new row is added to your Google Sheet.
- Select Google Sheets as the trigger app.
- Choose ‘New Spreadsheet Row’ as the trigger event.
- Connect your Google account to allow Pabbly Connect access.
After setting up the trigger, ensure that you have the necessary data columns in your Google Sheet, such as Subject, Description, Requester, and Requester Email. This setup will ensure that the data flows correctly into Freshdesk.
3. Install Pabbly Webhooks in Google Sheets
Next, you need to install the Pabbly Webhooks add-on within Google Sheets. Open your Google Sheet, go to the Add-ons menu, and search for ‘Pabbly Connect Webhooks’. Install this add-on to enable the webhook functionality.
Once installed, refresh your Google Sheet to activate the add-on. Then, go back to Add-ons, select Pabbly Connect Webhooks, and click on ‘Initial Setup’. Here, you will need to enter the Webhook URL provided by Pabbly Connect and specify the trigger column, which is typically the last data entry column.
4. Create Freshdesk Ticket Action in Pabbly Connect
With the Google Sheets trigger set up, the next step is to configure the action to create a Freshdesk ticket. In the action window of Pabbly Connect, select Freshdesk as the action app and choose ‘Create Ticket’ as the action event.
- Enter your Freshdesk subdomain, API key, and password.
- Map the data fields from Google Sheets to the Freshdesk ticket fields.
- Select the requester and set ticket status and priority.
After mapping the fields, click on ‘Save and Send Test Request’ to create a ticket in Freshdesk. If configured correctly, you will see the new ticket appear in your Freshdesk account, confirming the successful integration.
5. Conclusion: Automate Your Workflow with Pabbly Connect
By following these steps, you have successfully integrated Google Sheets with Freshdesk using Pabbly Connect. This automation allows you to create tickets automatically whenever new data is entered in Google Sheets, streamlining your workflow.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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Utilizing Pabbly Connect not only saves time but also enhances efficiency by eliminating manual data entry. Now, you can focus on more critical tasks while the integration handles ticket creation seamlessly.
In summary, this tutorial provides a clear guide on how to use Pabbly Connect to automate ticket creation in Freshdesk from Google Sheets, making your workflow more efficient and productive.