How to Integrate Zendesk with Smartsheet
It is very easy to integrate Zendesk with Smartsheet via Zapier. Here’s a short guide on how to do it:
- Navigate to the left-side panel, then click 'Create'.
- Select 'Zaps' from the list of available options.
- After that, click 'Trigger' to start the integration process.
- Search for 'Zendesk' and select it as the Trigger app.
- Choose your preferred 'Trigger Event' afterwards.
- Following that, tap 'Sign In' to proceed.
- Provide the required information associated with your Zendesk account, then tap 'Yes, Continue to Zendesk'.
- Next, fill out the input fields with the necessary information to set up the trigger.
- Once done, tap 'Test'.
- Click 'Continue With Selected Record' afterwards.
- Following that, search for 'Smartsheet' and then select it as the Action app.
- Click the drop-down menu, then select your preferred 'Action Event'.
- Tap 'Sign In' afterwards.
- Provide your Smartsheet user credentials and then click 'Sign In'.
- Subsequently, tap 'Allow' to agree with the terms and grant the necessary permission.
- Fill out the input fields with the necessary details to set up the action.
- Finally, click 'Test' to publish and activate the integration.
- After completing these steps, your Zendesk account will be integrated instantly with Smartsheet.
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