How to Add a Ticket Created in Zendesk to Google Spreadsheet

Many customer support representatives may be using Zendesk.
For customer support, where building trust with customers is one of the goals, improving the quality of customer service and enhancing the customer experience are important issues.
Zendesk is an excellent service to achieve this, but integrating it with Google Sheets might further enhance customer satisfaction.

In this article, we will explain how to automatically add ticket information registered in Zendesk to Google Sheets using no-code tools.
Follow the steps below to try out the automatic integration!

Recommended for

Those considering improving work efficiency with Zendesk and Google Sheets.
Those managing Zendesk ticket information in Google Sheets.
Those who want to integrate Zendesk and Google Sheets to prevent missing ticket information registration.

For those who want to try it immediately

In this article, we introduce the integration method using the no-code tool "Yoom".
No complicated settings or operations are required, and even non-engineers can easily achieve it.
You can start immediately with the template below, so please give it a try!

[About Yoom]

Integration Flow of Zendesk and Google Sheets

※Important Notes

・Zendesk is an app available only on the Team Plan and Success Plan. Paid plans like the Team Plan and Success Plan offer a two-week free trial, during which you can use apps that are typically restricted.

Now, let's introduce the steps to actually integrate Zendesk with Google Sheets.
The specific setup steps are as follows:

Set up the app trigger
Add a record

At Yoom, we offer the above two steps as a template.
Creating a flow bot is easier than starting from scratch, so first, click the "Try it" button on the banner below to copy the template!

Integrate Zendesk and Google Sheets with My App

After copying the template, register Zendesk and Google Sheets from Yoom's "My App" as a preliminary step.
※ If already registered, proceed to "Step 1. Set App Trigger".

1. After logging into Yoom, click "+ New Connection" from the "My App" menu on the left.

2. Search for the app name.

＜For Zendesk＞

Enter the account name, email address, and API token, then click "Add" to complete the registration in My App.
※ For detailed instructions on obtaining the API token, please refer to this help page.

＜For Google Sheets＞

Click "Sign in with Google".

Select the account to integrate.

Review the account and click "Next".

Click "Continue" to complete the registration in My App.

Once Zendesk and Google Sheets appear in the My App list, you're all set!

Let's proceed to the detailed settings!

Step 1. Set App Trigger

First, click the app trigger "When a new ticket is created".

On the first page, confirm the pre-integrated account information displayed.
If there are no issues, click "Next".

On the next page, configure the settings to connect with Zendesk via API.
Enter the trigger interval and subdomain.
※ The trigger interval varies depending on your subscription plan. For details, please seehere.

Once all fields are filled, click "Test" to check for errors.

If the test is successful, the specified Zendesk items will be reflected in the output.

If everything is fine, click "Save" to complete the trigger settings.

Step 2. Add Record

Next, click "Add Record".

At the beginning of the page, confirm the account information displayed, similar to Step 1.
Below that, specify the spreadsheet ID and tab name, then click "Next".

On the next page, set the values for the record to be added.
Utilize the information output from Zendesk.

Click "Test" and if there are no errors, click "Save".

If a popup like the image below appears, all settings are complete.
Turn on the trigger to execute the flow.

The template used this time is here↓

Other Automation Examples Using Zendesk and Google Sheets

In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of Zendesk and Google Sheets.

If you find something interesting, please give it a try!

‍Automation Examples Using Zendesk

Notify Chat Tools When a Ticket is Created in Zendesk

Automatically notify Slack, Discord, etc., when a ticket is created in Zendesk.

Create a ticket in Zendesk when an email is received

Automatically create a ticket in Zendesk when you receive an email in Gmail or Outlook.

Add a task to the task management app when a ticket is created in Zendesk

Automatically add a task to Trello, Asana, etc., when a ticket is created in Zendesk.

Automation Example Using Google Sheets

Add a Row in Google Sheets and Also Add to the Database

Automatically register in Notion, Airtable, etc., when a row is added in Google Sheets.

Create a folder in cloud storage when a row is added in Google Sheets

Automatically create a folder in Google Drive or OneDrive when a row is added in Google Sheets.

Transcribe Audio and Add to Google Spreadsheet After Web Meeting

After a web meeting on Google Meet or Zoom ends, the audio will be transcribed and automatically added to a Google Spreadsheet.

Benefits of Integrating Zendesk with Google Sheets

Benefit 1: Enables Accurate Data Management

When ticket information created in Zendesk is automatically added to Google Sheets, it reduces manual effort and saves working time.
Additionally, it minimizes the risk of input errors such as typos and omissions, leading to accurate data management!

If there are discrepancies in the data being managed, it may hinder appropriate customer service.
To avoid this, try utilizing the automation discussed in this article.

Benefit 2: Enhances Rapid Information Sharing and Data Analysis

With the integration introduced here, if Zendesk ticket information is automatically reflected in Google Sheets, it leads to speedy information sharing.
When the entire team can access the latest information in Google Sheets, decision-making may become faster.
Moreover, since you can aggregate and analyze data based on the latest ticket information in Google Sheets, you might quickly gain insights for service improvement.

Conclusion

How was it?
The above was the method for integrating Zendesk with Google Sheets!
With this integration, not only is the manual workload reduced, but it should also lead to "faster information sharing" and "enhanced analysis".
When customer support operations improve, you can focus on more important tasks, which may ultimately lead to increased customer satisfaction.

Yoom can be used without programming knowledge, making it easy to set up the integration.
If you're interested, try registering for free first!