Integrate Freshdesk with Microsoft Excel

Appy Pie Connect allows you to automate multiple workflows between Freshdesk and Microsoft Excel

  • No credit card required
  • 7 days free trial
  • Lightning Fast Setup
Heart

20 Million work hours saved

Award Winning App Integration Platform

About Freshdesk

Freshdesk is a cloud based customer support software for companies with multiple support agents and complex customer service requirements. It combines the power of social networks, crowd support, email and phone with information channels like forums and internal notes.

About Microsoft Excel

Microsoft Excel is an application program for calculations and data management, which generates spreadsheets, and functions as a database. It makes it easier to organize, analyze and present data while helping to make informed business decisions based on the analysis.

Want to explore Freshdesk + Microsoft Excel quick connects for faster integration? Here’s our list of the best Freshdesk + Microsoft Excel quick connects.

Explore quick connects

Looking for the Microsoft Excel Alternatives? Here is the list of top Microsoft Excel Alternatives

  • Google Sheets Integration Google Sheets
  • Smartsheet Integration Smartsheet
Connect Freshdesk + Microsoft Excel in easier way

It's easy to connect Freshdesk + Microsoft Excel without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Contact

    Triggers when a new customer is created.

  • New Ticket

    Triggers when there is a new ticket is created in Freshdesk.

  • Update Ticket

    Triggers when a Ticket is updated.

  • New Row in Table

    Triggers when a new row is added to a table in a spreadsheet.

  • New Worksheet

    Triggers when a new worksheet is added to a spreadsheet.

  • Actions
  • Create Contact

    Allows you to create a User/Customer in Freshdesk for your support domain.

  • Create Ticket

    Create a ticket in Freshdesk for your domain.

  • Add Row to Table

    Adds a new row to the end of a specific table.

How Freshdesk & Microsoft Excel Integrations Work

  1. Step 1: Choose Freshdesk as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Microsoft Excel as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Freshdesk to Microsoft Excel.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Freshdesk and Microsoft Excel

  • Introduction [3-4 sentences]
  • Freshdesk is a customer service software for startups and companies with fewer resources. It is used to support customers of a business by providing assistance to them. It was founded by Girish Mathrubootham and Shan Krishnasamy in June 2011. It can be used to help customers on the basis of multiple things like, email, social media, phone calls, etc. It makes it easy for a company to connect with their customers and keep them happy.

    Microsoft Excel is a spreadsheet application developed by Microsoft for the Mac Operating System and later for the Windows operating system. It is now a part of Microsoft Office. It is used widely for business purposes. It can be used to store data, develop spreadsheets, and perform tasks like creating graphs and performing statistical analysis. One of the most important features of Microsoft excel is its ability to communicate with other software like Microsoft PowerPoint, Access, etc. It also enables users to create charts and graphs in order to present data in an attractive format.

    [6-8 sentences]

    Freshdesk and Microsoft Excel can be integrated to make the process more efficient and easier to manage. Freshdesk can be integrated with Microsoft excel using the Appy Pie Connect app.

    How does it work?

    Appy Pie Connect enables you to connect two apps together. It helps you automatically send data from one app to another app through pre-defined rules. You need to create a rule for each task that you want to automate. Once you have created your rule, you can set up automatic actions between apps in the form of triggers and actions. The trigger determines the event which will initiate the action. For example, if we use Freshdesk and Appy Pie Connect then a new ticket will automatically get generated in MS Excel when a new ticket is created in Freshdesk.

    Benefits

    Freshdesk and Microsoft Excel can be integrated on a regular basis as it will save time and energy and also provide efficiency at work. For example, you can integrate Freshdesk with MS Excel so that whenever someone creates a ticket in Freshdesk a new worksheet will be created in MS Excel where you can track all the responses provided by you or your cpleagues to the customer. This will help you track all the tickets you receive and reply to them accordingly making sure that your customers remain happy. You will also be able to track how many times a customer is contacting your company. Since Freshdesk is available on multiple platforms, you can use it on any device like on your phone or laptop. Also, since you are storing information in a cloud server, you don’t have to worry about losing any information as everything will be saved. Moreover, since you are also tracking your work using MS Excel, it will help you maintain transparency and accountability among your team members and increase their productivity as well as efficiency.

    [1-2 sentences]

    Freshdesk and Microsoft excel can be integrated on a regular basis in order to make work more efficient and help improve productivity of employees working at your company.

    The process to integrate Freshdesk and Microsoft Excel may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

    Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm