Does someone from another team (product or engineering team members) want to review ticket content but doesn’t have Zendesk log in or have the time to access the company’s Zendesk account and review everything? Syncing Zendesk to Google Sheets is an easy solution!
Or maybe you want to create reports and dashboards using Zendesk data and use Google Sheets to create bomb summaries. You’ll need a simple way to import Zendesk data to Google Sheets and keep it live. I’ve outlined the 4 best tools.
If you only want to move data from Google Sheets to Zendesk, than this is definitely the tool for you. It’s super easy to connect Factbranch with your sheet; you don’t even need to put in your Google credentials, just put the link to the spreadsheet in Factbranch and map the columns to their designated fields in Zendesk and voila all your Google Sheets data is in Zendesk.
Disclaimer: the author of this post works at Actiondesk :)
Actiondesk allows you to push all your Zendesk data to Google Sheets and schedule that push (or just run it once). You can also schedule pushes from Google Sheets into Zendesk (or again just do a one time push).
You can also opt in to create a 2-way sync so whatever you change in Zendesk is reflected in Google Sheets and vice-versa.
Actiondesk also integrates with many other applications so if you want to add stripe data or Salesforce data to your google sheet with the Zendesk data, you can do that just as easily. (Maybe you want to combine all that data to create a wowing report).
You can import Tickets, Agents, Opportunities, Groups etc. and update all of them at once. You don’t need to create seperate workflows for separate fields (no need to do one workflow for updating tickets and another for Agents, as you will see Zapier and Automate.io do below)
Zapier, Automate.io virtually act the same way; you can trigger “abc” in Google Sheets/Zendesk to happen when “xyz” in Zendesk/Google Sheets happens. In Zapier these triggers are called zaps but in Automate.io they are called triggers and actions. There are predetermined triggers & actions/zaps such as “Create a New Row” in Google Sheets when there is a “New User/Agent” added in Zendesk.
You’ll need to create lots of zaps and triggers & actions. One trigger/zap for when data is updated Tickets in Zendesk and pushing that to Google Sheets, another for when data is updated in “Organizations” and another for “Forums” and so forth.
Ultimately the two main differences between the two and what will help you decide which tool to use is the complexity of the triggers & actions/zaps and what other applications Zapier and Automate.io integrate with. They both cost about the same; if you’re going to pay for one of these tools, you should at least have other use cases.
Automate.io can get very detailed with their triggers & actions such as When a “ticket is assigned to an agent” in Zendesk, then “Update a row in Google Sheets” or When there is a “New post in help center’ in Zendesk then “add a new row” in Google Sheets.
Zapier’s zaps are more general such as When a “New Group is created” in Zendesk then ‘Create a New Worksheet” in Google Sheets
It looks to me like Actiondesk is the best choice because it does the most with the least amount of time spent creating zaps or different things like that (granted, I’m at least a little bit biased) but you might already be familiar with Zapier or automate.io or just need data from Google Sheets into Zendesk and would want to use FactBranch.
I hope this article helped you out and allows you to speed up your tasks with Zendesk.
If you are interested in Actiondesk as a solution, click here.