・
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!
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!
■Overview
This flow adds a newly created ticket in Zendesk to a Google Sheets database.
■Recommended for
1. Customer support teams using Zendesk
・Those who want to list and analyze tickets generated in Zendesk using Google Sheets
・Those who want to reduce the hassle of manually syncing ticket information between Zendesk and Google Sheets
・Those who want to always check the latest ticket information in Google Sheets
2. Those who work based on Zendesk ticket information
・Those who want to import ticket information into Google Sheets for detailed analysis
・Those who want to graph ticket data or aggregate it using pivot tables
■Benefits of using this template
Zendesk is an excellent tool for efficiently managing customer support, but manually transferring newly created tickets to Google Sheets can lead to transcription errors and information omissions.
By utilizing this flow, you can add ticket information created in Zendesk to a Google Sheets database.
This eliminates the need for support staff to manually enter data, allowing them to focus on more important tasks such as customer support. It also prevents data entry errors and information omissions, enabling efficient ticket management.
■Notes
・Please integrate both Zendesk and Google Sheets with Yoom.
・Zendesk is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are normally restricted.
[About Yoom]
※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:
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!
■Overview
This flow adds a newly created ticket in Zendesk to a Google Sheets database.
■Recommended for
1. Customer support teams using Zendesk
・Those who want to list and analyze tickets generated in Zendesk using Google Sheets
・Those who want to reduce the hassle of manually syncing ticket information between Zendesk and Google Sheets
・Those who want to always check the latest ticket information in Google Sheets
2. Those who work based on Zendesk ticket information
・Those who want to import ticket information into Google Sheets for detailed analysis
・Those who want to graph ticket data or aggregate it using pivot tables
■Benefits of using this template
Zendesk is an excellent tool for efficiently managing customer support, but manually transferring newly created tickets to Google Sheets can lead to transcription errors and information omissions.
By utilizing this flow, you can add ticket information created in Zendesk to a Google Sheets database.
This eliminates the need for support staff to manually enter data, allowing them to focus on more important tasks such as customer support. It also prevents data entry errors and information omissions, enabling efficient ticket management.
■Notes
・Please integrate both Zendesk and Google Sheets with Yoom.
・Zendesk is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are normally restricted.
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!
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.
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↓
■Overview
This flow adds a newly created ticket in Zendesk to a Google Sheets database.
■Recommended for
1. Customer support teams using Zendesk
・Those who want to list and analyze tickets generated in Zendesk using Google Sheets
・Those who want to reduce the hassle of manually syncing ticket information between Zendesk and Google Sheets
・Those who want to always check the latest ticket information in Google Sheets
2. Those who work based on Zendesk ticket information
・Those who want to import ticket information into Google Sheets for detailed analysis
・Those who want to graph ticket data or aggregate it using pivot tables
■Benefits of using this template
Zendesk is an excellent tool for efficiently managing customer support, but manually transferring newly created tickets to Google Sheets can lead to transcription errors and information omissions.
By utilizing this flow, you can add ticket information created in Zendesk to a Google Sheets database.
This eliminates the need for support staff to manually enter data, allowing them to focus on more important tasks such as customer support. It also prevents data entry errors and information omissions, enabling efficient ticket management.
■Notes
・Please integrate both Zendesk and Google Sheets with Yoom.
・Zendesk is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are normally restricted.
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!
Notify Chat Tools When a Ticket is Created in Zendesk
Automatically notify Slack, Discord, etc., when a ticket is created in Zendesk.
■Overview
This is a flow that notifies Discord when a ticket is created in Zendesk.
■Recommended for
1. Customer support teams using Zendesk
・Those who want to quickly respond by understanding tickets created in Zendesk in real-time
・Those who want to flexibly set the Discord notification destination according to the priority and assignee of the ticket
2. Team members who want to understand the status of Zendesk tickets
・Those who want to receive notifications of important tickets on Discord and respond quickly
■Benefits of using this template
To efficiently conduct customer support with Zendesk, quick response at the time of ticket creation is key. However, constantly checking the Zendesk screen and manually notifying Discord of new tickets is a waste of time and effort.
By introducing this flow, a notification will automatically be sent to Discord the moment a new ticket is created in Zendesk, allowing support staff to quickly detect the existence of tickets and respond promptly. Additionally, as the manual effort of notification is eliminated, more time can be dedicated to customer support.
■Notes
・Please link Zendesk and Discord with Yoom.
・Zendesk is an app available only on the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operation and data connect of the set flow bot will result in an error, so please be careful.
・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 subject to restrictions.
■Overview
This is a flow that notifies Google Chat when a new ticket is created in Zendesk.
■Recommended for
1. Team members who want to keep track of Zendesk ticket status
・Those who want to understand the inquiry status from customers and the overall team response status
・Those who want to receive notifications of important tickets in Google Chat and respond quickly
2. Managers and executives
・Those who want to understand the response status of the customer support team and use it for business improvement
・Those who want to understand customer inquiries and use them for service improvement and product development
■Benefits of using this template
Zendesk plays a very important role in customer support, but missing the occurrence of new tickets can lead to delays in customer response and a decrease in customer satisfaction.
By utilizing this flow, you will be notified in Google Chat as soon as a new ticket is created, allowing you to quickly check and respond to tickets, leading to improved operational efficiency and customer satisfaction.
■Notes
・Please integrate Zendesk and Google Chat with Yoom.
・Zendesk is an app available only on the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operation and data connection of the configured flow bot will result in an error, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
・Integration with Google Chat is only possible with Google Workspace. Please refer to the following for details.
■Overview
This is a flow where a notification is sent to Slack when a new ticket is created in Zendesk.
By integrating Zendesk and Slack, you can customize the created tickets and automatically post them to Slack via messages, eliminating any gaps or omissions in information management.
■Notes
・Please integrate both Zendesk and Slack with Yoom.
・Zendesk is an app available only with the Team Plan and Success Plan.
・For Free Plan and Mini Plan, the operations and data connections of the configured flow bot will result in errors, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
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.
■Overview
This flow creates a ticket in Zendesk when a specific email is received in Outlook.
With Yoom, you can easily achieve this flow without any programming, enabling seamless integration between apps.
■Recommended for
1. Those who use Outlook for business
・Those who want to prevent missed or delayed email responses and improve customer satisfaction
2. Those who use Zendesk for business
・Those who want to promptly manage customer inquiries as sales opportunities
・Those aiming to build an efficient customer support system
■Benefits of using this template
With this flow, when an email with a specific keyword in the subject is received in Outlook, a ticket is automatically created in Zendesk.
Automatic processing based on conditions allows you to smoothly proceed with sales activities and inquiry responses in Zendesk without frequently checking emails.
■Notes
・Please integrate Yoom with both Outlook and Zendesk.
・Zendesk is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
・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 subject to restrictions.
・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business). If you are not subscribed to the general corporate plan, authentication may fail.
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
■Overview
This is a flow where a ticket is created in Zendesk when an email with a specific label is received in Gmail.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between applications.
■Recommended for
■Benefits of using this template
With this flow, you can automatically extract necessary information from emails with specific labels received in Gmail using AI and register them as tickets in Zendesk.
By eliminating the need for manual email verification and ticket creation, it is possible to reduce the workload of the support team and facilitate rapid information sharing.
Additionally, it helps mitigate the risk of human errors such as overlooking emails or missing ticket creation.
Support staff can be freed from routine tasks and focus on solving more complex problems and communicating with customers.
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.
■Overview
When a ticket is registered in Zendesk, a card is automatically registered in a specified list in Trello.
After registering a card in Trello, you can add operations to notify any chat tool such as Slack or Chatwork.
■Setup Instructions
・Integrate Zendesk and Trello with Yoom. (My App Integration)
・Set up the integration account and other settings with the Zendesk trigger "When a ticket is registered in Zendesk".
・In Trello's "Add a card to Trello" operation, set the board name, list name, card title, details, etc., based on the ticket information obtained from Zendesk.
・Once the setup is complete, when a new ticket is registered in Zendesk, the flow bot will activate and a corresponding card will be added to Trello.
■Notes
・It is necessary to set up the account information for integration in each app's operation.
・Replace Trello's setup information with any desired values.
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.
■Overview
In this workflow, you can automatically create corresponding records in Notion simply by adding a new row in Google Sheets. This automation eliminates the hassle of manual data entry and double management, ensuring consistency of information.
With Yoom, you can easily connect apps without the need for programming.
■Recommended for
■Benefits of using this template
■Overview
This is a flow that adds a record to SPIRAL when a row is added in Google Sheets.
■Recommended for
1. Those who use Google Sheets for business
・Office workers managing tasks with shared sheets
・Team leaders who want to edit the same sheet simultaneously
2. Those who use SPIRAL for data management
・Marketing personnel using it for campaign creation and data aggregation/analysis
・Sales assistants managing leads
■Benefits of using this template
Google Sheets is an effective tool for sharing information collected by a team.
However, manually re-entering information from Google Sheets into SPIRAL takes away time from core tasks that require focus.
This flow is suitable for those who want to eliminate manual entry and proceed with tasks smoothly.
By automatically adding records to SPIRAL using the registered content in Google Sheets, it eliminates manual work and saves the time spent on data entry.
■Notes
・Please integrate both Google Sheets and SPIRAL with Yoom.
■Overview
The "Create an Airtable record when a row is added in Google Sheets" 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 associated with manual data entry, enabling accurate information sharing.
As a result, it automates the data flow between Google Sheets and Airtable, significantly improving operational efficiency.
■Recommended for
■Benefits of using this template
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.
■Overview
This is a flow that creates a folder in Box when a row is added in Google Sheets.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage data using Google Sheets
・Those who find manual management cumbersome due to frequent data updates and additions
・Those who want to manage data efficiently
2. Those who use Box as a cloud storage service
・Those who want to automate the process of uploading data to Box
・Those who want to save time organizing folders in Box due to complex folder management
■Benefits of using this template
By utilizing this template, a folder is automatically created in Box when a row is added in Google Sheets.
This provides several benefits.
Firstly, it improves work efficiency. By eliminating the need to manually create folders, you can allocate that time to other important tasks.
Next, it enables centralized information management. With folders automatically created in Box, necessary information is consolidated in one place, making access easier.
Additionally, it reduces the risk of human error. Manual folder creation can lead to mistakes such as incorrect folder names or missing folders, but automation helps avoid such risks.
■Notes
・Please connect both Google Sheets and Box with Yoom.
・The trigger interval can be selected from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow that creates a folder in Google Drive when a row is added in Google Sheets.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage data using Google Sheets
・Those who manage data with Google Sheets but want to streamline folder management in Google Drive in line with data updates
2. Companies that manage files using Google Drive
・Those who manually create folders corresponding to Google Sheets data each time and find it cumbersome
■Benefits of using this template
By using a flow that automatically creates folders in Google Drive when a row is added in Google Sheets, you can gain various benefits.
Firstly, it eliminates the hassle of manually creating folders, improving work efficiency through automation.
As a result, you can allocate time to other important tasks.
Additionally, since the timing of folder generation becomes consistently accurate, data organization is conducted efficiently.
This allows you to quickly find the necessary files, thereby enhancing the speed of operations.
Furthermore, automation reduces human error, enabling accurate data management.
■Notes
・Please connect both Google Sheets and Google Drive with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This flow creates a folder in OneDrive when a row is added to a Google Spreadsheet.
With Yoom, you can easily achieve this flow without any programming, enabling seamless integration between apps.
■Recommended for
1. Those who use Google Spreadsheets for business
・Sales representatives who want to centrally manage customer information in Google Spreadsheets and reduce the effort required to store proposal documents and contracts for each customer
・Sales team managers who manage projects by case and aim to improve the efficiency of managing related documents
・Marketing personnel who want to individually save planning documents and statistical data for each campaign
・HR personnel who want to save data individually for managing information on job applicants and employees
2. Those who use OneDrive for business
・Those who want to reduce the effort of creating folders and prevent omissions
・Those who aim to unify file management and improve transparency
■Benefits of using this template
With this flow, you can automatically create folders in OneDrive based on the information added to Google Spreadsheets.
It reduces the effort of manual tasks and prevents human errors such as typos in folder names or forgetting to create folders.
It helps in unifying the storage locations for various documents, forms, contracts, etc., thereby improving file management efficiency.
■Notes
・Please integrate Google Spreadsheets and OneDrive with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
・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.
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.
◼️Overview
Automatically transcribe and summarize conversations held on Zoom and record them in a Google Spreadsheet.
This helps avoid missing parts of the conversation and allows you to manage it in Google Spreadsheet, thereby increasing work efficiency.
◼️Notes
・Please integrate Yoom with both Zoom and Google Spreadsheet.
・AI operations are available only with the Team Plan and Success Plan.
・For Free Plan and Mini Plan users, the operation of the configured Flowbot will result in an error, 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 restricted apps and AI features (operations).
■Overview
This is a flow to transcribe audio after a Google Meet meeting and add it to a Google Spreadsheet.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who create audio files during meetings
・Those who transcribe meeting audio files and save them as minutes
・Those who find manual data entry cumbersome and want to transcribe audio files efficiently
2. Those who utilize Google Spreadsheets for business
・Those who use it for centralized data management
・Those who use shared sheets to facilitate smooth information sharing
■Benefits of using this template
The audio files from Google Meet meetings can be used to create minutes, but transcribing that data can be burdensome for employees.
By utilizing this integration, you can transcribe the audio data from Google Meet meetings using AI and automatically add the results to Google Spreadsheets, reducing the workload on the responsible personnel.
With the meeting audio data quickly added to Google Spreadsheets, even members who did not attend the meeting can quickly grasp the content.
As a result, it is expected to improve the overall efficiency of the team.
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.
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.
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!
