How to integrate Google Sheets – ZenDesk bundle using Zapier?
Create tickets in Zendesk directly from Google Sheets with Zapier. It’s a convenient way to automate tasks and speed up requests and routine processes.
Creating a new ticket on a Zendesk when a new row on Google Sheets is created
A step by step guide for integrating Google Sheets – Zendesk bundle using Zapier
1. Google Sheets setup
For this tutorial, we’re going to create a table with the following rows:
- Ticket Title
- Description
- Customer Name
- Customer Email
- Priority
- Status
- Fill the rows out with required information. Remember to enter a valid email address to avoid errors.
2. Zendesk setup.
- Register or log into your Zendesk account.
How the integration works:
- A new row is created on a table in Google Sheets;
- Zapier creates a ticket on Zendesk.
- Creating a Zap. On the “Home” tab, click on “Create”:
- Select “Zaps”
Adding a Trigger for Google Sheets
- To create a trigger on Zapier, click on “Trigger” button.
- Select the trigger app (Google Sheets in our case)
- Select the trigger event: In “Trigger Event” field, select “New Spreadsheet Row” (fig. 1) and connect your Google Account (fig. 2 & 3) Then click on “Continue” (fig. 4).
- Next, fill out the required fields and click on “Continue”.
- Next, test the trigger by clicking on the corresponding button.
- Next, the system will find and display the information requested. If everything is okay, click on “Continue with selected record”.
Adding Zendesk as an action app.
- Select the action app.
- Select the action: In the “Action Event” field, select “Create ticket” (fig. 1). Then connect your Zendesk account (fig. 2). Then click on ”Continue”(fig. 3).
When connecting Zendesk to Zapier, enter the URL, Agent Email and API Token of the required account. After that, click on “Yes, Continue to Zendesk”
- Configure the action:
Connect Sheets rows to the corresponding ones on Zendesk.
- Connect “Ticket title” field on Google Sheets to the “Subject” field on Zendesk.
- Connect “Customer” field on Google Sheets to the “Requester Name” field on Zendesk..
- Connect “Customer email” field on Google Sheets to the “Requester Email” field on Zendesk.
- Connect “Description” field on Google Sheets to the “First Comment/Description” field on Zendesk.
- Connect “Status” field on Google Sheets to the “Status” field on Zendesk.
- Connect “Priority” field on Google Sheets to the “Priority” field on Zendesk.
When you’ve done everything, click “Continue”.
- Testing the integration:
Click on “Test Step”, to test data transfer between Google Sheets and Zendesk
- If the test was successful, click on “Publish”
- Go to your Zendesk and check if the data was received.
- If the data was received, click on “Transfer existing data” to transfer the remaining data (Note: feature available only for Zapier Pro subscribers)