Zoho Desk
Google Sheets + Zoho Desk Integration
Query from Zoho Desk into Google Sheets
What is Sheet Director?
Sheet Director is a Google Workspace add-on that helps to manage and control bi-directional data flow between Google Sheets and several other applications like Google Calendar, Tasks, Contacts, Sheets, QuickBooks, FreshBooks, Zoho, etc.Â
It is available in the Google Workspace Marketplace. Please check the Installation instructions to install the add-on.Â
What is Zoho Desk?
Zoho Desk is context-aware customer service software that helps you put your customers at the heart of the company.Â
Zoho Desk to Google Sheets: Use Case(s)
> Pull data from Zoho Desk objects and store it into a google sheet - Query
Zoho Desk
Sheet Director
Google Sheet
Demo Video: Integrate Google Sheets and Zoho Desk to pull and push data
Setting Up Zoho Desk in Sheet Director
Choose App and Service :Â
Select Zoho Desk from the list of applications.
Select Service. Â
Zoho Desk ConfigurationÂ
Click on connect to Zoho Desk to connect to Zoho Desk so that you can pull data.Â
Zoho Desk to Google Sheet - Query
If Zoho Desk is connected successfully the following screen appears.Â
Select the required fields.Â
Filters & Sorting
Configure Filter and Sort by to filter and sort the executed data.
Destination Settings:
Configure the destination settings to save the executed data.
Scheduler Settings:
Switch on Run automatically to execute services automatically in background.
Notification Settings:
Configure the Notification settings to setup the email templates and add attachments.
Click on execute to pull the data into sheet
Click save to save the service