Airtable is a powerful database, with a simple interface. Whether you're building a database to manage the team, to track a product launch, or to brainstorm new ideas for your business, Airtable is flexible enough to let you focus on the work.
Zendesk is the world's leading cloud-based customer service software that provides a single platform for businesses to improve their customer service, support and experience across multiple channels, such as email, social media and helpdesks.Zendesk Integrations
Airtable + ZendeskUpdate Ticket in Zendesk when New Record is created in Airtable Read More...
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Triggers when a new record is available.
Triggers when a new record is available.
Triggers every time a new group is created in Zendesk.
Triggers once a new organization is added to Zendesk.
Triggers every time a new ticket is added to a view.
Triggers when a new user is created in Zendesk.
Triggers every time when a ticket is updated. (Note-Zendesk might take an hour to make tickets available via their API with this trigger).
Creates a new record with auto-populating fields.
Update the values of specific cells in an Airtable record.
Create a new organization.
Create a new ticket.
Create a new user.
Update an existing organization.
Modify an existing ticket status or add comments.
Modify an existing user.
Airtable is a database management tool that makes it easy to organize and share information.Airtable was founded in 2013 by co-founders Tammer Saleh and Evan Wallace. Since its inception, Airtable has been used by companies around the world, including GE, HBO, NASA, Sony Music Entertainment, and others.Airtable provides users with a unique interface that enables them to "build an app" without writing code. Airtable uses a combination of templates, drag-and-drop functionality, and pre-built integrations to help users create apps for sales, marketing, HR, recruiting, operations, finance, and other business needs.Airtable's network of users can be extended through integrations with other software tools such as Zendesk. By integrating with Zendesk, Airtable users can bring customer feedback into their database in order to manage customer service more effectively.Airtable allows users to create projects based on specific needs, and then add unlimited fields for each project. Users can also group projects into organizations for better organization.
Integrating Airtable and Zendesk creates a more effective customer support system.To integrate Airtable and Zendesk, you first sign up for both services (if you don't have accounts already. Then log into both services and follow the steps below.
1. Create your first table in Airtable:From your Airtable dashboard, click "Create New Table". You'll be asked to name your table. After naming your table, click "Create".2. Add Zendesk data to your new table in Airtable:Once you've created your first table, click on the tab with the name of your table at the top.In the top right corner of your screen, click the "+Zendesk" button to add Zendesk data to your Airtable table.3. Select the integration type you want to use for your data:There are two ways that you can integrate Zendesk data into Airtable. The first is to import ticket data from a specific queue. The second is to import all tickets from a specific queue or queues on a regular basis. For this guide, we will choose to import tickets from a specific queue. Click "Ticket Queue".4. Select the Zendesk queue that contains the tickets you want to import:Select the queue containing the tickets that you want to import into Airtable. If you only want to import tickets from one queue, select it from the drop-down menu next to "One of these queues". If you want to import tickets from multiple queues, select "All" from the drop-down menu next to "One of these queues".After selecting the queue containing the tickets that you want to import into Airtable, click "Next step".5. Specify how often you want to import ticket data:Zendesk imports information about new tickets every minute by default. Because of this, you may have more information than you want in your Airtable table if you only use this integration method once per day. To avoid having too much data in your Airtable table on a daily basis, specify how frequently you want to import ticket data (in minutes. in the box next to "How often would you like this integration to run?". For example, if you specify that you want the integration to run every hour, you will be importing ticket data every hour instead of every minute. After selecting how frequently you want this integration running, click "Next step".6. Add fields from Zendesk to your Airtable table:Add the fields that you want to use in your Airtable table by clicking on them and checking their boxes. The top row of fields is used for filtering and sorting ticket data as well as marking tickets as read or unread. The second row of fields is used for viewing ticket details such as title, description, priority, etc. The third row of fields is used for marking tickets as resolved or unresolved and for adding attachments such as images and PDFs. When adding fields from Zendesk to your Airtable table, try not to add too many fields at once because this will make it difficult for users in your organization to find information they need when looking through your Airtable database later on. Once you've added the fields that you want from Zendesk to your Airtable table, click "Next step".7. Optionally change any of the default settings for this integration:On this page, you can change any of the following options. - Change how many records get imported at once - Change who owns the integration - Change who has access to this integration - Specify whether or not this integration will send email notifications - Specify whether or not this integration will create a notification task - Specify whether or not this integration will create a spreadsheet Note that most of these options can also be changed after importing ticket data into Airtable by navigating back to this page from within Airtable. After changing any of these settings (if desired), click "Next step".8. Confirm that you are ready to import ticket data into Airtable:Review the information on this page before importing ticket data into Airtable. If everything looks correct, click "Import now".9. Review the activity log for this integration:You can review activity logs for an integration by logging into Zendesk and clicking on "Support" -> "Activity Log" -> "Integration Activity". You can view past activity logs by using the calendar at the top of this page or by selecting specific days from drop-down calendar menus at the top of each page of activity logs.
Integrating Airtable and Zendesk makes it easier for businesses to manage customer service because it allows them to organize information about individual customers in a single place without having to copy data from different software systems into spreadsheets or documents that are hard for employees across departments to access and update consistently across multiple channels.
The process to integrate Airtable and Zendesk may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick solution to help you automate your workflows. Click on the button below to begin.