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Integrate Freshdesk with Google Sheets Using Zapier: A Step-by-Step Guide

Published on Feb 28th, 2024

Integrating Freshdesk with Google Sheets consolidates valuable customer support data into accessible spreadsheets. This powerful combination, brought together with the help of Zapier, enables seamless synchronization of ticket information, streamline workflow processes, and generate comprehensive reports. Follow this step-by-step guide to connect Freshdesk to a Google Sheets spreadsheet via Zapier, enhancing your technical ecosystem for superior data management and customer support performance.

Step 1: Create a Zapier Account

If you haven't already, sign up for a Zapier account. Once you have an account, log in to the Zapier dashboard.

Step 2: Make a New Zap

Click on the Make a Zap button in the top right corner of the dashboard to start creating your workflow.

Step 3: Set Up the Trigger

  1. Choose Freshdesk as the trigger app.
    Enter 'Freshdesk' into the search bar and select it when it appears.

  2. Choose the trigger event from the options provided. This might be New Ticket, Ticket Update, etc., depending on your needs.

  3. Connect your Freshdesk account by providing the necessary credentials.

  4. Test the trigger to ensure it's working correctly.

Step 4: Set Up the Action

  1. For the action app, search for and select Google Sheets.

  2. Choose the specific action you want to happen in Google Sheets, like Create Spreadsheet Row.

  3. Connect your Google Sheets account, granting Zapier the required permissions.

  4. Choose the relevant spreadsheet and worksheet where the data should be entered.

  5. Match up the Freshdesk ticket fields to the corresponding columns in your Google Sheets.

  6. Test the action to make sure it's executing properly.

Step 5: Turn On Your Zap

After successful testing, name your Zap for easier management, then toggle the Zap to On.

Now, each time the trigger event occurs in Freshdesk, Zapier will automatically create a new row in your specified Google Sheets spreadsheet with the relevant data. By leveraging the power of automation, you’ll maintain higher levels of organization and efficiency within your customer support activities.

Pro Tips:

  • Explore other Zapiers integrations to further automate your workflows, such as adding tasks to project management tools or updating CRM entries.

  • Regularly check your Zaps to ensure they are functioning correctly and to modify configurations if your workflow needs change.

Leverage the simplicity of Zapier integrations to keep your customer support data synchronized and easily accessible through Google Sheets.

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