How to integrate Zendesk with Microsoft Excel to add a ticket to Microsoft Excel when it is created in Zendesk

Wouldn't it be convenient if you could automatically add ticket information created in Zendesk to Microsoft Excel?
In this article, we will explain the automation procedure by integrating Zendesk and Microsoft Excel using the no-code tool Yoom!
This is especially recommended for the following people.

Feeling burdened by entering the same information into both Zendesk and Microsoft Excel
Wanting to perform data aggregation and analysis in Microsoft Excel based on Zendesk information

If you are interested, please refer to the following steps and try automatic integration with Yoom!

Benefits of Integrating Zendesk and Microsoft Excel

Benefit 1. Improved Data Management Efficiency

By using this integration, the same information is automatically added to Microsoft Excel every time a ticket is created in Zendesk, reducing the burden of data entry.
This leads to a reduction in input errors and missing information, resulting in improved data accuracy.
Furthermore, staff can be freed from repetitive tasks and focus on higher-priority work, which is expected to improve productivity.

Benefit 2. Enhanced Data Analysis

The information accumulated in Zendesk is a very important asset for improving and growing services.
However, if this asset is not utilized effectively, it will not contribute to the growth of the service.
By using the integration in this article, ticket information is automatically aggregated in Microsoft Excel, leading to effective utilization of information through data analysis and graph creation functions.
As a result, it becomes easier to identify service issues and areas for improvement, allowing for effective countermeasures.

[What is Yoom]

Zendesk and Microsoft Excel Integration Flow

※Important Notes‍
・Zendesk is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operation and data connect of the flow bot you have set will result in an error, 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 subject to restrictions.
・Additionally, Microsoft365 (formerly Office365) has both a Home Plan and a General Business Plan (Microsoft365 Business). If you are not subscribed to the General Business Plan, authentication may fail, so please be careful.

Now, let's introduce the steps to actually integrate Zendesk and Microsoft Excel.
The specific setup procedure is as follows.

Set up the app trigger
Add a record

Yoom offers the above two steps as a template.
It's easier to create a flow bot than starting from scratch, so first click the "Try it" button on the banner below to copy the template!

Preparation

Once you have copied the template, start by registering Zendesk and Microsoft Excel from Yoom's "My Apps" as a preparation step.
※ If you have already registered, please proceed to "Step 1. Set App Trigger".

<Steps>

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

2. Search for the app name, enter the necessary login information, and register the app.

If Zendesk and Microsoft Excel are displayed in the My Apps list, preparation is complete!

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, the pre-linked account information will be displayed, so please check it.
If there are no issues, click "Next".

On the next page, set up the connection to Zendesk via API.
Enter the trigger interval and subdomain.
※ The trigger interval may vary depending on your plan. For more details,see here.

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

‍

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

‍

If there are no issues up to this point, click "Save" to complete the trigger setup.

Step 2. Add Record

Next, click "Add Record".

At the beginning of the first page, similar to Step 1, check the account information.

Below that, there are input fields necessary for linking with Microsoft Excel. Specify the file storage location and the relevant drive ID.
Utilize the output information, and once all necessary information is entered, proceed to the next step.

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

Click "Test", and if no errors appear, click "Save".

If a popup like the image below appears, all settings are complete.
Turning the trigger ON will execute the flow.

Other Examples of Automation Using Zendesk and Microsoft Excel

Yoom offers many automation examples using Zendesk and Microsoft Excel.
Here are some representative examples.

1. Update the status of a Zendesk ticket when a Notion database is updated

For those using Notion, please refer to the following template. It is recommended for those who want to reduce the hassle of updating statuses.

2. Add a comment to a Zendesk ticket when a message is posted in Slack

If you are using Slack as a communication tool, integrating it with Zendesk may help you streamline ticket information management.

3. Add records to Microsoft Excel when they are registered in a Salesforce custom object

For those using Salesforce, integration with Microsoft Excel can enhance operational efficiency.
This is especially recommended for those who use Salesforce as a core database but perform data aggregation and graph creation in Microsoft Excel.

‍

Summary

How was it?
This concludes the steps for integrating Zendesk with Microsoft Excel!
If you want to "analyze data in Microsoft Excel based on Zendesk ticket information" or "reduce the burden of data entry," you can improve work efficiency through the automatic integration described in this article.
If you want to improve customer support operations and enhance the customer experience, try automatic integration with Yoom!

If you are interested, please start by registering for free here!