How to Add a Ticket Created in Zendesk to Google Spreadsheet

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 you have already registered, please proceed to "Step 1. Set App Trigger".

<Procedure>

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 the help page here.

＜For Google Sheets＞

Click "Sign in with Google".

Select the account to link.

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 right away!

Step 1. Set App Trigger

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

On the first page, verify the pre-linked account information displayed.
If everything is correct, 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 see here.

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 there are no issues, click "Save" to complete the trigger setup.

Step 2. Add Record

Next, click "Add Record".

At the top of the first page, verify the account information as in 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.
Turning on the trigger will 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 an email is received 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, Backlog, etc., when a ticket is created in Zendesk.

Automation Example Using Google Sheets

Add a Row in Google Sheets and Also Add to 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.

Add transcribed audio to Google Sheets after a web meeting

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

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 support.
To avoid this, try utilizing the automatic integration described 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.
By allowing the entire team to access the latest information in Google Sheets, decision-making may become quicker.
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 also leads to "faster information sharing" and "enhanced analysis."
When customer support operations are improved, 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, start by registering for free!