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Zapier makes it easy to integrate Microsoft Excel with Freshdesk - no code necessary. See how you can get setup in minutes.

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Microsoft Excel
Microsoft Excel logo
Microsoft Excel
1. Choose trigger event
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Freshdesk
Freshdesk logo
Freshdesk
2. Choose action
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1. Select the event
Setup
Test
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Microsoft Excel
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Row" from Microsoft Excel.

Add your action

An action happens after the trigger—such as "Add Notes to a Ticket" in Freshdesk.

You’re connected!

Zapier seamlessly connects Microsoft Excel and Freshdesk, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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    • Folder
    • Workbook
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    Action
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    Action
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    • Column Headers
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25m

Customers have created over 25 million Zaps on the platform

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Connect Microsoft Excel and Freshdesk to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate Microsoft Excel on the Zapier blog

Learn how to automate Freshdesk on the Zapier blog

Make work flow with AI

Level up your Microsoft Excel to Freshdesk integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Microsoft Excel + Freshdesk integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Excel and Freshdesk

How can I set up a trigger for Freshdesk in Excel?

To set up a trigger for Freshdesk in Excel, you'll need to use our platform to create a 'Zap' that connects the two applications. You can choose triggers like 'New Ticket' or 'Updated Ticket' in Freshdesk, which will then prompt actions such as updating a row or adding data in Excel.

What actions can be performed in Excel when a Freshdesk ticket is updated?

When a Freshdesk ticket is updated, you can perform various actions in Excel such as creating a new row, updating an existing row with ticket details, or even running complex calculations based on the ticket information.

Is it possible to automatically log Freshdesk responses into an Excel sheet?

Yes, it's possible. By setting up an 'Updated Ticket' trigger from Freshdesk, we can automatically log specific response details into designated columns and rows in your Excel sheet.

Can I filter which tickets are added to my Excel sheet from Freshdesk?

Absolutely. During the setup process, you can specify conditions and filter parameters that dictate which tickets from Freshdesk should be added to your Excel sheet. This helps in managing your data more efficiently by only pulling relevant information.

How do I handle multiple triggers for different ticket types from Freshdesk into Excel?

You can handle multiple triggers by setting up separate 'Zaps' for each ticket type. For example, one Zap might handle new tickets of high priority while another handles updates on critical issues—all logging directly into different sheets or sections of your workbook.

What if there are errors during the integration between Freshdesk and Excel?

If errors occur during the integration process between Freshdesk and Excel, our platform provides detailed logs and error reports. You can review these logs to understand what went wrong and make necessary adjustments. Additionally, our support team is available to assist with troubleshooting any issues.

Is manual intervention required during the data transfer between Freshdesk and Excel?

No manual intervention is typically required once you've set up the automation correctly. The whole process runs seamlessly as long as the initial configuration matches your desired workflow rules between Freshdesk triggers and corresponding actions in Excel.

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About Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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About Freshdesk
Freshdesk is an online helpdesk software with multiple channel customer service to support customers across email, phone, chat, web, Twitter and more.
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