How to Integrate Zendesk with Smartsheet

Quick summary

This tutorial shows how to integrate Zendesk with Smartsheet using Zapier by building a Zap that automatically syncs Zendesk trigger events to Smartsheet actions. Once configured, the automation activates instantly and eliminates the need for manual data transfers between the two platforms.

Steps

1. Navigate to the left-side panel, then click Create.
2. Select Zaps from the list of available options.
3. Click Trigger to start the integration process.
4. Search for Zendesk and select it as the Trigger app.
5. Choose your preferred Trigger Event.
6. Tap Sign In to proceed with your Zendesk account.
7. Provide your Zendesk account credentials, then tap Yes, Continue to Zendesk.
8. Fill out the input fields with the necessary information to set up the trigger.
9. Tap Test to verify the trigger configuration.
10. Click Continue With Selected Record to confirm the test result.
11. Search for Smartsheet and select it as the Action app.
12. Click the drop-down menu and select your preferred Action Event.
13. Tap Sign In to connect your Smartsheet account.
14. Enter your Smartsheet credentials and click Sign In.
15. Tap Allow to grant the necessary permissions.
16. Fill out the input fields with the required details to configure the action.
17. Click Test to publish and activate the integration.
18. Your Zendesk account is now integrated with Smartsheet and running automatically.