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!
When a ticket is created in Zendesk, add it to Google Sheets.
・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!
When a ticket is created in Zendesk, add it to Google Sheets.
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".
<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 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↓
When a ticket is created in Zendesk, add it to Google Sheets.
■Overview Every time a new ticket is created in Zendesk, sharing its contents with the relevant departments can be a laborious task. Manual copy-and-paste not only takes time but also carries risks such as missing notifications for important tickets. By using this workflow, when a ticket is created in Zendesk, you can automatically notify Google Chat with the ticket information, eliminating these issues and enabling rapid information sharing.
■Recommended for ・Those who face challenges with fast information sharing within the team during customer support on Zendesk ・Those who use Google Chat as their primary communication channel and want to streamline manual notification tasks ・Those who want to prevent missed follow-ups in customer support operations and improve service quality
■Notes ・Please integrate Yoom with both Zendesk and Google Chat. ・Zendesk is available only on the Team Plan and Success Plan. On the Free Plan and Mini Plan, configured Flow Bot operations and Data Connect will result in errors, so please be aware. ・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are otherwise restricted. ・Integration with Google Chat is only available when using Google Workspace. For details, see below. https://intercom.help/yoom/en/articles/6647336 ・You can set the trigger interval to 5, 10, 15, 30, or 60 minutes. ・The minimum available interval varies by plan, so please note.
■Overview Are you manually creating tickets in Zendesk for inquiries that arrive in Gmail? While this task is simple, there is no room for missed responses or input errors, and it often becomes a heavy burden. By using this workflow, a ticket is automatically created in Zendesk just by receiving an email in Gmail with a specific label, enabling you to streamline manual response tasks and speed up customer support.
■Recommended for ・Customer support staff who manage inquiries received via Gmail in Zendesk ・Those who are concerned about missed responses or delays caused by manual ticket creation ・Those who want to automate inquiry handling and improve team productivity
■Notes ・Please connect Yoom with both Gmail and Zendesk. ・Zendesk is available only on the Team and Success plans. On the Free and Mini plans, the Flowbot operations and Data Connect configured will result in errors, so please be aware. ・Paid plans such as the Team plan and Success plan offer a two-week free trial. During the free trial, you can use apps that are otherwise restricted. ・You can choose trigger intervals of 5, 10, 15, 30, or 60 minutes. ・The minimum trigger interval varies by plan; please note.
■Overview This workflow allows you to automatically create a corresponding record in Notion just by adding a new row in Google Sheets. This automation eliminates the need for manual data entry and double management, maintaining consistency of information. With Yoom, you can easily connect apps without programming.
■Recommended for ・Those who use Google Sheets and Notion regularly and spend time on manual data entry ・Project managers who want to streamline team information sharing and update data without omissions ・Business owners who want to prevent errors from double data management and improve work accuracy ・IT personnel in companies interested in business automation through IT tool integration and considering implementation ・Freelancers or sole proprietors who need to regularly reflect data in Notion and want to save effort ・All business professionals looking to review and streamline their current workflow
■Notes ・You need to connect Google Sheets and Notion to Yoom. ・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
■Overview The 'When a row is added in Google Sheets, create an Airtable record' flow is a business workflow that streamlines daily data management tasks. For example, when the sales team adds new customer information to a spreadsheet, that data is automatically reflected in Airtable. This integration reduces the effort and errors of manual data entry and enables accurate information sharing. As a result, it automates the data flow between Google Sheets and Airtable, significantly improving operational efficiency.
■Recommended for ・Teams or individuals who regularly use Google Sheets and Airtable ・Business professionals who want to reduce data entry effort and improve work efficiency ・Administrators who want to prevent human errors associated with manual data integration ・Those who want to centrally manage information across multiple tools and automate business processes ・Those interested in leveraging Yoom to automate business workflows ■Notes ・Please connect both Google Sheets and Airtable with Yoom. ・For the trigger, you can choose a polling interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum polling interval varies by plan.
■Overview Based on the information managed in Google Sheets, the task of manually creating a folder in OneDrive each time is not only labor-intensive but also tends to cause omissions and naming mistakes. By leveraging this workflow, simply adding a new row to Google Sheets will automatically create the specified folder in OneDrive, enabling you to improve operational efficiency while maintaining accuracy in file management.
■Recommended for ・People who manage projects or customer information using Google Sheets and OneDrive ・People who want to eliminate the effort of manual folder creation and mistakes such as omissions ・People who want to automate file management tasks and create an environment that allows them to focus on core work
■Notes ・Please connect both Google Sheets and OneDrive with Yoom. ・Microsoft 365 (formerly Office 365) has consumer plans and commercial plans (Microsoft 365 Business). If you are not subscribed to a commercial plan, authentication may fail. ・For the trigger, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum run interval varies by plan.
■ Overview Creating minutes after online meetings is an important task, yet it often requires a lot of time for transcribing recordings and copying the content. With this workflow, when a Google Meet meeting ends, the recording is automatically transcribed and the results are recorded in Google Sheets. It reduces the effort of minute-taking and helps you focus on core work.
■ Who we recommend this template for ・ Those who have many meetings in Google Meet and feel the workload of minute-taking is a challenge ・ Managers who want to streamline the recording and sharing of meeting content to improve team productivity ・ Members who want to prevent omissions from manual transcription and keep accurate minutes
■ Notes ・ Please connect Google Meet, Google Drive, and Google Sheets to Yoom. ・ You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. ・ The minimum trigger interval varies by plan. ・ Executing operations across a "Wait" step is only available on the Team Plan and Success Plan. On the Free and Mini plans, operations and Data Connect configured in the flowbot will result in errors. ・ Paid plans such as the Team Plan and Success Plan include a 2-week free trial. During the free trial you can use apps and features (operations) that are otherwise restricted. ・ The maximum downloadable file size is up to 300 MB. Depending on the app specifications, it may be less than 300 MB. ・ For details on the file size limits for the trigger and each operation, please see the link below. https://intercom.help/yoom/en/articles/9413924 ・ AI operations for OCR or speech transcription are only available on the Team Plan and Success Plan. On the Free and Mini plans, the operations set in the flowbot will result in errors. ・ Paid plans such as the Team Plan and Success Plan include a 2-week free trial. During the free trial you can use apps and AI features (operations) that are otherwise restricted.
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!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
I have been working as a Customer Success professional at a SaaS company since my student days. While using multiple cloud services for my work, I often thought it would be convenient if these services could be integrated more easily. At Yoom, applications can be integrated without any coding, allowing anyone to set them up effortlessly. I hope to convey the appeal of Yoom in a clear manner and contribute to improving your operational efficiency!
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