The Zendesk Add-on is a Google Sheets add-on, built by Google, that pulls reports from your Zendesk account into a Google Sheet. From there, you can use the Perdoo Google Sheets integration to easily update your goals with your Salesforce data.
ℹ️ This is a Premium feature.
In this article:
💡 Pro tip: Why use a spreadsheet integration? It gives you complete flexibility to edit your Salesforce data before sending it to Perdoo!
Install our Google Sheets integration
If you haven't already, install our Google Sheets integration.
Make sure to import the goals that you wish to integrate with Salesforce.
Pull Zendesk data into your Google Sheet
Open the Zendesk Add-on in Google's Marketplace.
You may be prompted to choose a Google account that you’d like to use the Zendesk connector with. Pick one.
You’ll then be asked to confirm that you’re happy to give the Zendesk Connector access to certain aspects of your Google account. Scroll down, and click “Allow”.
Open the Google Sheet that you wish to integrate with Perdoo and Zendesk (or create a new one).
Now we need to authorize your Zendesk account. Go to Extensions > Salesforce Connector > Open. This will open a panel on the right. Follow the steps to authorize your Zendesk account.
Use the Add-on to import the desired data from Zendesk (ideally, to a new sheet).
Don't forget to set up an auto-sync / auto-refresh so that the data in this sheet is automatically updated from Zendesk.
Link the Zendesk data with the Goal Progress cells for the goals that you imported in the previous step.
You can use simple GSheets formulas to modify the data according to your needs.
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