Video tutorial: Show Google Sheets data in Support, Sell and Chat
Every company stores data in spreadsheets. For those using Google Sheets I have good news! You can show relevant rows in your Zendesk tickets, contacts, deals and chats.
We just published a step-by-step video guide on how to display Google Sheets data in the Zendesk sidebar and I thought some of you will find this useful!
Here is the video:
It only takes a few minutes to set up and all you need is:
- A Google Sheets spreadsheet that contains your data (e.g. customer data)
- A Zendesk Support, Sell or Chat account
- A FactBranch account
FactBranch is a service that connects to different data sources, queries those sources and in the end displays your data in Zendesk.
It only takes a few steps to set everything up:
- Connect FactBranch to your Google Sheets account
- Create a data flow in FactBranch
- Add a Google Sheets query to that flow
- Auto-generate the output that you want to see in the Zendesk app
- Install the FactBranch app in Zendesk Support, Sell or Chat
Once you're done, the app will look like this for example in the Zendesk ticket:
Those data are loaded live from a Google spreadsheet and setting this up only took a few minutes.
We'd love for you to try this out! Let me know what you think.
You can achieve this with Sheets in Support without needing to buy another product as well, just use the iframe app, and the published web URL for your sheet: https://www.zendesk.com/marketplace/apps/support/1/iframe/
Interesting idea! Does that simply display the whole spreadsheet or can you automatically filter the rows to only show the ones that relate to the ticket requester?
Yes, you can filter and everything. Edit: although not directly and automatically for a specific ticket. You'd have to open the tab and filter the sheet.
OK, because I tried this out and couldn't get it to work. You can filter the sheet for while you're editing it, but not from the published web page.
The use case in the video is: You have dozens to thousands of rows in your sheet, then a customer creates a ticket and when you open the ticket, the FactBranch app automatically only shows data from the matching row(s).
E.g. say you have a ticket sent by email@example.com, when you open the ticket, only data from the row with firstname.lastname@example.org in the "Email" column gets displayed automatically without any interaction needed:
CJ Johnson Thank you for the iframe app suggestion !
It is not displayed in ticket view but only on the left bar right?
So many websites seems not to allowed it but I guess we can change this in any website configuration?
Alice Factbranch is also very nice!
Thanks, Raphaël Péguet - Officers.fr! :)
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