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Zendesk integration
Zendesk integration
Nick Fischer avatar
Written by Nick Fischer
Updated over a week ago

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.

💡 Pro tip: Why use a spreadsheet integration? It gives you complete flexibility to edit your Zendesk data before sending it to Perdoo!

Install our Google Sheets integration

Pull Zendesk data into your Google Sheet

  • Open the Zendesk Add-on in Google's Marketplace.

  • Click Install.

  • 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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