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.
Zapier or Automate.io
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
I hope one of these solutions will simplify your life to connect Zendesk to Google Sheets. Whereas you are already familiar with Zapier or automate.io, or just need data from Google Sheets into Zendesk and would want to use FactBranch, these great tools will help make you and your team more efficient and productive.